Everbright Sun Hung Kai Asset Management: Neutral optimism towards Hong Kong stocks, not ruling out the possibility of rising to the 20,000 point level in the next 12 months

Everbright Asset Management's Chief Investment Strategist stated a preference for US stocks, predicting a 12% increase in US stock earnings over the next 12 months, with the technology sector expected to grow by 25%. A neutral optimistic attitude is held towards Hong Kong stocks, with the potential to rise to the 20,000 point level in the next 12 months, but other factors such as Chinese policy implementation need to be considered. Regarding bond investments, if the US enters an interest rate reduction cycle, bond prices will attract investors. Overall, there is an optimistic outlook for US and Hong Kong stocks, but other influencing factors need to be monitored