Huatai Securities's Hong Kong stock strategy report said that the overseas active fund has turned to a significant inflow after 25 consecutive weeks of net outflow or driven by recent HK stock market market market market market. Second, the position of the public fund rose from 4.3% to 5.8% in the fourth quarter of last year, but the distance was fixed to the fourth quarter of 2020, but the distance There is still room for 8.6% of the Hong Kong stock bull market in the first quarter of 2021.

The bank refers to the branch industry, public fund in the fourth quarter of last year plus media, medicine, computer and other industries; foreign investment warehouse food and beverage, coal, computer industry. Domestic and foreign investment jointly add warehousing media, medicine, computer industry, domestic and foreign investment for platform economy policy pick up is expected to be more consistent. The bank refers to the increase of foreign investment in consumer industries such as food and beverage, coal and petrochemical overmatch ratio, while the domestic market significantly reduced storage of food and beverage and other major consumer industries such as coal and petrochemical industries.

Huatai Securities refers to the industry configuration: it is recommended to pay attention to the industry signs of recovery, consider the foreign configuration effect and climate trend, and it is recommended to pay attention to games, duty-free, medicine, food and beverage and real estate chain.