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<Research>CMSI Predicts Mild Econ Growth in US Next Yr; HK Bourse to Shift to Being Driven by Earnings Growth
Recommend 43 Positive 74 Negative 28 |
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On the back of factors such as the Fed's rate cuts and AI investments, the US economy is expected to maintain moderate growth next year, CMSI research report forecast, maintaining a strategic bullish stance on US stocks while advising caution on structural divergence and short-term risks in the first quarter. As to the outlook for the Hong Kong bourse next year, the broker stated that Hong Kong stocks will shift from being driven by valuation recovery to being driven by earnings growth. Valuation expansion may subside, but liquidity remains loose, which will not be a drag. Against the backdrop of insufficient effective demand in China's economy, “new supply creates new demand”, which will becomea new driving force for the Hong Kong stock market. CMSI's top stock recommendations for 1Q26 include: Alphabet (GOOGL.US), Meta (META.US), Netflix (NFLX.US), TENCENT (00700.HK), Alibaba (BABA.US), Bilibili (BILI.US), HANSOH PHARMA (03692.HK), KEYMED BIO-B (02162.HK), INNOVENT BIO (01801.HK), ABBISKO-B (02256.HK), MINDRAY BIO-MEDICAL (300760.SZ), SNIBE (300832.SZ), GEELY AUTO (00175.HK), BYD COMPANY (01211.HK), XPENG-W (09868.HK), UBTECH ROBOTICS (09880.HK), HORIZONROBOT-W (09660.HK), MINTH GROUP (00425.HK), POP MART (09992.HK), Atour (ATAT.US), Estee Lauder (EL.US), LI NING (02331.HK). AASTOCKS Financial News Website: www.aastocks.com |
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