The technology sector has seen an increase in positions against the trend, and the "barbell strategy" is back in focus

Wallstreetcn
2025.11.16 22:12

Last week, the A-share and Hong Kong stock markets experienced high-level fluctuations, presenting a structural market. Despite some popular technology sectors undergoing corrections, funds flowed against the trend into ETFs such as the Sci-Tech Innovation Board and artificial intelligence, demonstrating confidence in the technology growth sector. Meanwhile, the Hong Kong stock market's innovative pharmaceuticals and gold sectors led the market, with high-dividend assets like the Hang Seng Dividend also continuously attracting fund attention. Against the backdrop of both "growth" and "value" being favored, the "barbell strategy," which balances "technology offensive" and "dividend defense," has once again entered the investors' view, becoming a key layout approach for many institutions to seize opportunities and control risks. (China Securities Journal)

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