CSC Financial: Focus on Hong Kong stock opportunities driven by a weak US dollar in 2027

CSC Financial released a research report stating that it is keeping watch on liquidity in global stock markets; relatively speaking, it is paying more attention to opportunities in Hong Kong stocks driven by a weak US dollar in 2027. Over the past five years, the main pricing logic in global stock markets has centered on opportunities in the AI industry chain. US stocks, Korean stocks, Japanese stocks, and Chinese stocks have all generally continued along this logic. The AI industry trend is an important reason, and the global US dollar tide flowing into technology, which has bolstered tech stocks, is also a very important reason. By comparison, due to factors such as technology, a strong US dollar, the food delivery war, the withdrawal of southbound capital, and corporate listings, Hong Kong stocks have generally been under pressure in recent years. If the global US dollar tide reverses, giving technology pricing a temporary breather, then we can look forward to the opportunities that Hong Kong stocks will present after the US dollar weakens.