Deep Tide TechFlow News: On June 4, according to JIN10 data, a report released by HSBC—its 2026 Q3 Global Investment Outlook—indicates that structural market opportunities in China are expected to continue. The institution’s analysis suggests that the Chinese market benefits from a favorable policy environment; the central bank will maintain a loose stance, liquidity remains abundant, fiscal policy supports new-quality productive forces, and ultra-long-term special government bonds will be directed to hard technology and advanced manufacturing.

For the full year, HSBC expects a structural recovery in A-share earnings, with the largest upward revisions to earnings expectations in the materials, energy, and information technology sectors. The institution remains positive on the energy and materials industries, and also notes that high-dividend, high-quality state-owned enterprises can provide relatively stable potential returns, enhancing a portfolio’s ability to withstand risk.