---
title: "HTSC Hong Kong Stock Strategy: Technology and cyclical consumables remain clear main lines"
description: "HTSC's research report points out that during the Spring Festival, the Hong Kong stock market showed divergence, with AI new forces moving contrary to internet giants. Although consumer data was impre"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276562734.md"
published_at: "2026-02-23T04:33:56.000Z"
---

# HTSC Hong Kong Stock Strategy: Technology and cyclical consumables remain clear main lines

> HTSC's research report points out that during the Spring Festival, the Hong Kong stock market showed divergence, with AI new forces moving contrary to internet giants. Although consumer data was impressive, it did not significantly boost sector performance, with gains mainly concentrated in technology and cyclical industries. In the short term, investors need to be cautious of individual stock volatility risks brought about by index and Hong Kong Stock Connect adjustments; in the medium term, technology and cyclical consumables remain the main investment directions

HTSC's research report states that during the Spring Festival, the Hong Kong stock market has seen increased internal differentiation, with new AI forces diverging from the trends of internet giants. While consumer data shows bright spots, it has not significantly boosted sector performance, with gains still concentrated in technology and cyclical industries. Looking ahead, investors are advised to be cautious of the volatility risks of individual stocks that may be preemptively traded around the index and Hong Kong Stock Connect adjustment dates. In terms of medium-term allocation, technology and cyclical consumables remain clear main lines

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.