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CITIC Securities says a reversal in Hong Kong stocks is likely and recommends five positioning themes: 1) high‑growth tech — Hong Kong has advantages in the token economy ecosystem and robotics, plus exposure to batteries, commercial space and brain‑computer interfaces; 2) dividend‑diffusion trades — defensive, bond‑like high‑dividend sectors (property management, telecoms, power) and ‘broad dividend + high growth’ names (cyclical energy on an upcycle, high‑yield food & beverage, diversified financials); 3) industrial metals with constrained supply, state strategic stockpiling and demand support from AI deployment and electrification; 4) exporters and overseas‑expansion chains that could see margin recovery if China‑US relations stabilize and trade frictions ease; 5) healthcare — innovation drugs entering a data‑intensive catalytic phase and CXO (contract service providers) benefiting from reinforcing competitive barriers.

Islamic Republic News Agency (IRNA) reported the U.S. has pledged to work with regional partners to develop a mutually agreed plan for Iran's economic reconstruction and to provide at least $300 billion in funding.