Recently, renowned investment analyst Hong Hao shared his unique insights on investment opportunities for the second half of the year during a dialogue. As a seasoned market observer, Hong Hao expressed great confidence in the Hong Kong stock market, believing it is likely to reach a new high in nearly three years, and suggested that investors view market corrections as a good opportunity to increase their positions.

Hong Hao pointed out that global liquidity remains abundant. He specifically mentioned the situation in the Hong Kong market, where the Hong Kong interbank offered rate (Hibor) has recently remained below 1%, coupled with a relatively weak Hong Kong dollar and the expansion of the monetary base by the Hong Kong Monetary Authority, all indicating that market funds are plentiful.

Regarding the trend of the US dollar, Hong Hao expects the dollar index may rebound to 100 points, but he believes this is more likely to be seen by market participants as an opportunity to reduce holdings rather than a signal of tightening liquidity. Even if the dollar experiences a technical rebound, it is unlikely to lead to a significant contraction in global liquidity.

In terms of specific investment sectors, Hong Hao is optimistic about the emerging technology field, especially the innovative drug sector. For US stock investments, he suggests considering the Nasdaq 100 index and predicts that US stocks will continue to rise in the second half of the year, with the potential to reach new highs.

In response to geopolitical risks, Hong Hao suggested that investors consider allocating precious metals, gold, and silver as hedging tools. Interestingly, he also mentioned cryptocurrencies, such as Bitcoin and Ethereum, as potential safe-haven assets.

Hong Hao's views provide valuable market insights for investors, especially in the context of increasing global economic uncertainty. His analysis offers new ideas and references for investment decision-making. However, investors should remain cautious and make informed investment choices based on their own risk tolerance and investment goals.