CICC: Layout of foreign capital inflows after the US election, Hong Kong stock dividend zone is still the main line

On September 5th, Jinshi Data reported that CITIC Securities released a research report stating that the recent pump in Hong Kong stocks is due to the improvement of overseas Liquidity. After analyzing the funding environment of the current market, CITIC Securities' Chen Guo said that Hong Kong stocks currently do not have an advantage in global allocation of overseas Liquidity, and cannot reproduce the rise of April. Looking ahead, he believes that current funds can gradually layout the return of foreign capital after the US presidential election at the end of the year. The main line of Hong Kong stocks' configuration is still the dividend zone, and the continuous large-scale Dividend repurchase of leading Internet companies provides new layout directions.