Are Hong Kong stocks dead? Wen Jie sent reassurance pills, Li Zhuoying has the heart of the universe | Caijing Plus Zero One

Entering 2022, the global economy still has to face the impact of the new crown epidemic and geopolitics. The US Federal Reserve suddenly "turned an eagle", scaring many investors.

The "Hong Kong 01" financial program "Finance Plus Zero One" held a four-episode "2022 Investment Attack and Defense" with different guests to discuss the prospects for the stock market, property market, macro economy, and even virtual currency.

Today (10th), I will invite Wen Jie, International Wealth Management Strategist of Everbright Securities, and Li Zhuoying, Vice President of Global Investment Strategy of Future Securities, to analyze the investment deployment of the stock market this year.

At that time, the Hong Kong 01 App, the Caishui Facebook page, and the Caishui Youtube channel will be broadcast.

Please subscribe to the [Money Flow Financial Policy Club] youtube channel, that is, the Like [Money Flow Financial Policy Club] facebook page, and watch regularly.

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Global stock markets will be different in 2021. Even under the outbreak of the epidemic, US stocks have hit record highs more than 70 times during the year.

However, Hong Kong has adhered to the goal of "zeroing out", with sporadic cases recorded from time to time, but the performance of the stock market has been exhausted. Among them, Hong Kong stocks that have been "A-shared" to a large extent are largely caused by the Mainland's regulatory policies.

There are many voices saying that "Hong Kong stocks are dead". Wen Jie, an international wealth management strategist at Everbright Securities, disagrees with this statement. He joked that if Hong Kong stocks were dead, he would change careers.

He believes that the Hong Kong stock market has fallen a lot, and the unfavorable factors may be the opportunity to "revive the lost", and reiterate that Everbright Securities International's target for the Hang Seng Index next year will remain at 27,500 points.

Seven Little Fortunes Football Team

Wen Jie believes that the Hong Kong stock market will show a stable first and then high trend this year, and mentioned the "Seven Little Fortunes" recommended by the bank earlier, but he is not particularly optimistic about any of them. He believes that the Seven Little Fortunes are like a football team consisting of strikers and midfielders. , Defender, each has his own strengths.

As for how to allocate, Wen Jie believes that domestic demand and finance are relatively conservative, and more aggressive investors may allocate more clean energy.

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Li Zhuoying: Inflation is good for financial and consumer stocks

Li Zhuoying, vice president of global investment strategy at Future Securities, believes that although US stocks will rise a lot in 2021, they are still higher than Hong Kong stocks.

However, under the expectation of the Fed's collection of water and interest rate hikes, she believes that small and medium-sized technology stocks are still affected by the impact of killing valuations, and they have not been able to estimate the bottom for the time being.

Conversely, sectors that are more likely to benefit include old-economy sectors, such as financial stocks, and consumer stocks with price increases, including consumer staples and luxury goods.

Last year, the emerging investment theme metaverse emerged. Li Zhuoying believes that there are two related stocks that can be paid special attention to, namely Nvidia (NVDA) and Unity (U).

She believes that although both stocks belong to the concept of the metaverse, since the former is related to hardware and the latter is related to game development, the former is defensive and the latter is the first to bear the brunt of the valuation cut.

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