深潮TechFlow
深潮TechFlow|7月 17, 2026 08:37
[Michael Burry: 'Now is the perfect time to bottom-fish Hong Kong stocks'] Deep Tide TechFlow reports that on July 17, Michael Burry, the investor renowned for accurately predicting the 2008 U.S. subprime mortgage crisis and serving as the inspiration for the movie *The Big Short*, recently stated that now is the 'perfect time' to look for undervalued stocks in the Hong Kong stock market. He believes that as the spotlight fades on South Korea, Japan, and the semiconductor sector, Hong Kong stocks are likely to benefit from capital inflows. The report also mentions that Burry increased his holdings in JD.com earlier this month. Meanwhile, Wang Yajun, Head of Goldman Sachs Asia Equity Capital Markets, noted that the Hong Kong market has effectively entered the AI era, but major indices have yet to fully reflect this shift, leading to a disconnect between the market's true vitality and index performance. Morgan Stanley has also recently expressed optimism about Hong Kong stocks. However, factors such as weak consumer spending and pressure on the e-commerce industry's outlook continue to weigh on the overall performance of Hong Kong stocks.
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