<div id="readability-page-1"><div>In a macro environment where interest rates have peaked and correlations among traditional assets have broken down, investors can no longer rely on passively holding cash, James Wey, Head of International Wealth Management at KGI, stated. The firm therefore maintained its &#34;LEAD&#34; strategy, namely &#34;Liquidity Shift&#34;, &#34;Earnings Focused&#34;, &#34;Adding Credit&#34;, and &#34;Diversified Assets&#34;.Cusson Leung, Chief Investment Officer of International Wealth Management at KGI, said that, looking ahead to 2H26, China economy is expected to bottom out and stabilize, with the focus shifting from &#34;high growth&#34; to &#34;high visibility&#34;. On the back of easing deflation and accommodative policies, he suggested capturing four major opportunities. First, volatility triggered by trade negotiations presents long-term accumulation opportunities. Second, accelerate realization of AI dividends, favoring large-model leaders and robotics companies. Third, avoid the &#34;involution&#34; photovoltaic sector and instead position in wind power and leading lithium battery makers. Fourth, narrowing NIM pressure for large state-owned banks highlights their defensive and income-generating value. In summary, &#34;technological innovation&#34; and &#34;green energy&#34; should serve as dual growth engines, with &#34;stable financials&#34; as a defensive cornerstone to achieve steady gains amid market volatility.KGI maintained its forecast of 30,000 points for the HSI, and recommended CHINAHONGQIAO (01378.HK) 0.000 (0.000%) Short selling $211.30M; Ratio 20.457% , SINO LAND (00083.HK) -0.120 (-1.035%) Short selling $21.51M; Ratio 25.586% , AKESO (09926.HK) -2.800 (-3.035%) Short selling $185.43M; Ratio 12.529% , COSCO SHIP HOLD (01919.HK) -0.500 (-3.353%) Short selling $83.94M; Ratio 21.054% , TENCENT (00700.HK) +6.800 (+1.523%) Short selling $2.93B; Ratio 17.025% , BABA-W (09988.HK) -1.700 (-1.431%) Short selling $1.21B; Ratio 15.389% , UBTECH ROBOTICS (09880.HK) -1.000 (-0.850%) Short selling $155.90M; Ratio 12.688% , GOLDWIND (02208.HK) -0.070 (-0.599%) Short selling $18.59M; Ratio 5.259% , CATL (03750.HK) +8.000 (+1.171%) Short selling $732.91M; Ratio 40.138% , CCB (00939.HK) -0.070 (-0.799%) Short selling $451.14M; Ratio 21.004% and BANK OF CHINA (03988.HK) +0.030 (+0.560%) Short selling $412.03M; Ratio 21.151% . (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-09 16:25.)</div></div>

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KGI predicts China's economy will bottom out and stabilize in H2 2026, shifting focus to high visibility. The firm recommends a 'LEAD' strategy emphasizing liquidity, earnings, credit, and diversification. Key investment themes include technological innovation (AI, robotics) and green energy, with stable financials as defensive anchors. KGI maintains an HSI target of 30,000 points and recommends stocks such as Sino Land, Tencent, Alibaba, and UBTECH Robotics.

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KGI Predicts CN Econ to Bottom Out and Stabilize in 2H26, Recommends SINO LAND, TENCENT, BABA-W, UBTECH ROBOTICS