The Hong Kong stock market performed well in 1H25, with the HSI/ HSTECH recording semi-annual returns of 20%/ 18.7% each, ranking among the top global major indices, BOCOMI released a research report saying. Although the 'reciprocal tariffs' in April triggered a global stock index correction, as the tariff risk gradually eased, the fall in risk premium promoted Hong Kong stocks to rebound comprehensively.Related NewsGuotai Haitong Securities Lifts XIAOMI-W (01810.HK) TP to $77.7 as YU7 Order Data SurprisesMoreover, the sector rotation of southbound funds was more pronounced, shifting from information technology in 1Q25 to new consumption in early-2Q25, and focusing on healthcare and financial sectors in the past month, aligning with the current market's pursuit of high-prosperity growth sectors and reflecting the emphasis on the defensive value of high-dividend segments in a high-volatility environment.