The United States and Israel launched a surprise attack on Iran, killing Iran's supreme leader Ali Khamenei and several key leaders. However, Iran still possesses a certain level of military strength, and soon the entire Middle East was plunged into war, with Iranian missiles and drones attacking all U.S. military bases and consulates in the region. Iran also blocked the Strait of Hormuz, causing a large number of oil tankers to be stranded in the Persian Gulf and unable to leave.
This war caused stock markets around the world to decline, but it also presents a good opportunity to buy at a low price. Everyone should think calmly; the countries in the Middle East that are most affected by this war are those that want to develop themselves into another financial center. But now the entire Middle East has become a mess, and in the face of this sudden war, how many people dare to stay? Where will such a large amount of capital from the Middle East flow? It is certain that Hong Kong will get a share. Now is the time to take advantage of the adjustment to buy HSBC (005) and Standard Chartered (2888), these two international bank stocks. The Hong Kong Stock Exchange (388) will also benefit, as capital from the Middle East will flow into Hong Kong to buy stocks.
<h2>The Prime Minister's Work Report Emphasizes Two Points</h2>
The National People's Congress has opened, and the Prime Minister's work report emphasizes two points: one is to promote consumption, and the other is to work hard on AI. Everyone should think again, which is more important, the central government's policies or the Middle East war? The worst-case scenario of the Middle East war for Hong Kong and mainland China is just a rise in oil prices. The central government's policies involve a large amount of financial investment, and once again launching a trade-in policy will definitely have an effect, benefiting all traditional consumer stocks. In addition, the central government is working hard to develop AI, and related stocks have already been speculated on, but many people have not noticed that China's real AI leading enterprise is Alibaba (9988). The reason Alibaba's stock price is not as high as that of other smaller market cap stocks is that Alibaba has a large market cap and diversified business, making it unclear to investors how much AI contributes to Alibaba.
A few years ago, when the central government aimed to crack down on monopolies, the stock prices of Alibaba, Tencent (700), and Meituan (3690) plummeted immediately. However, Tencent's Pony Ma quickly stated that he would fully cooperate with the central government's policies for restructuring and reform, resulting in Tencent's stock price recovering the earliest and fastest; while Alibaba's Jack Ma remained hidden for several years before re-emerging, reinventing himself to develop AI and gain the central government's approval, and the stock price finally rebounded. Meituan was the most unfortunate, as it now faces not just anti-monopoly issues, but &#34;involution.&#34;
<h2>Ctrip Has Conditions to Rise from the Bottom</h2>
Not long ago, Ctrip (9969) also faced criticism from the central government for monopolizing the entire tourism industry, especially the hotel booking business, leading to a rapid decline in Ctrip's stock price from 613 yuan to 388 yuan, a drop of 37%. It only suddenly rebounded last weekend, as Ctrip announced it would remove its &#34;price adjustment assistant&#34; system on March 10. Ctrip has responded quite quickly to the central government's policies, and its stock price has the conditions to rise from the bottom.
Zeng Yuancang
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Blue chips and new Northbound funds officially debut on Monday; will the old shops encounter the &#34;curse&#34; after the bubble? Two AI stocks are favored

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00388

512800

The Middle East has fallen into war due to the U.S. and Israel's attacks on Iran, leading to a decline in global stock markets, but also providing investors with a buying opportunity. Funds from the Middle East may flow into Hong Kong, and it is recommended to buy HSBC (005), Standard Chartered (2888), and HKEX (388). China's central policy emphasizes promoting consumption and developing AI, with Alibaba (9988) seen as a leader in AI. Despite its large market capitalization, investors find its contributions unclear. Tencent (700) has seen a recovery in stock prices in line with policy, while Alibaba has undergone a longer adjustment period

- A sudden attack by the U.S. and Israel killed Iran's supreme leader and led to widespread conflict in the region, impacting global stock markets.  
- Iran's military response included missile and drone attacks on U.S. bases and the blockade of the Strait of Hormuz, causing oil tankers to be stranded.  
- Amid this turmoil, investments are expected to flow into Hong Kong's stock market, with opportunities seen in HSBC and Standard Chartered amidst China's focus on boosting consumption and artificial intelligence development.

Stheadline

WP CSI Banks ETF

HKEX

Hwabao WP CSI Banks ETF

HSBC Holdings Plc

Huaan CSI Banks ETF

China Southern CSI Banks ETF

HSBC

HSBC Holdings plc ADRhedged

Standard Chartered PLC

ChinaAMC CSI Banks ETF

HSBC HOLDINGS

STANCHART

Where is Middle Eastern capital flowing? Buy these 3 stocks at a low price | Zeng Yuancang