At the beginning of March, Hong Kong stocks were boosted by domestic policies and maintained their gains. However, due to the influence of overseas policies, the increase in Hong Kong stocks declined somewhat.

Overall, the trend of Hong Kong stocks fluctuated in March, and the three major indices closed up slightly during the month. As of the close of Hong Kong stocks on March 28, the Hang Seng Index, Hang Seng Technology, and Hang Seng China Enterprise Index had cumulative increases of 0.18%, 1.35%, and 2.34%, respectively.

Looking ahead to April, analysts at Everbright Securities believe that Hong Kong stocks generally perform well in April. As a highly institutionalized offshore market, Hong Kong stocks have a higher overall risk premium and higher requirements for profit certainty. Investors are willing to give it a higher valuation only when profit fundamentals have definitely rebounded. Most of the Hong Kong stock annual reports will be disclosed at the end of April. Driven by performance, Hong Kong stocks are expected to perform well in April. Furthermore, US bond yields remain high, and there is limited room for further improvement in the future. If the shock falls back, it will benefit the further recovery of the Hong Kong stock market.

In terms of allocation, analysts recommend focusing on: 1) In the short term, you can focus on industries with high performance certainty or stable dividend ratios, such as food and beverage, finance, petroleum and petrochemicals. 2) Technology stocks such as semiconductors, media, and electronics can continue to be deployed in the long term where the industrial boom coexists with the AI main line.

Futu News has compiled the April Hong Kong stock shares of some institutions for reference:

Cow friends, which April gold stock do you have in mind?

Welcome to leave a message and discuss in the comment area~

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