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Orient Securities released a research report saying that the short-term rebound in gold prices is a direct sentiment and valuation catalyst for gold and jewelry leaders. If gold prices continue to rise in the future, it is expected to gradually turn into a driving force for gold jewelry terminal consumption. Currently, in terms of investment opportunities, the bank still recommends selecting companies with outstanding brand differentiation, strong retail operation capabilities, or a lot of room for future channels. The focus is on Chao Acer, which is optimistic about product development and brand operation. It is recommended to focus on Zhou Dasheng, whose fundamentals are expected to grow steadily and have high dividend expectations. Additionally, you can focus on some established Hong Kong stock leaders. The relevant target: Chow Tai Fu.

Zhitongcaijing·08/11/2026 07:41:02
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Orient Securities released a research report saying that the short-term rebound in gold prices is a direct sentiment and valuation catalyst for gold and jewelry leaders. If gold prices continue to rise in the future, it is expected to gradually turn into a driving force for gold jewelry terminal consumption. Currently, in terms of investment opportunities, the bank still recommends selecting companies with outstanding brand differentiation, strong retail operation capabilities, or a lot of room for future channels. The focus is on Chao Acer, which is optimistic about product development and brand operation. It is recommended to focus on Zhou Dasheng, whose fundamentals are expected to grow steadily and have high dividend expectations. Additionally, you can focus on some established Hong Kong stock leaders. The relevant target: Chow Tai Fu.