TREE NEWS reports: More than 220 A-share and Hong Kong-listed stocks had been included in Chinese brokerages’ October 2026 “golden stock” model portfolios as of October 7. WuXi AppTec was again the most frequently recommended monthly pick, while Hong Kong names including Tencent Holdings drew relatively high attention. Brokerages’ October selections suggest market pricing is expected to refocus on fundamentals.
Over 220 A-share and Hong Kong Stocks Named in Brokerages’ October ‘Golden Stock’ Picks
AI take
The breadth of brokerage coverage — over 220 names — suggests sell-side conviction is spread thin rather than concentrated, which is itself a signal about how unclear the earnings picture is heading into reporting season. WuXi AppTec's repeat appearance as the top pick matters more than the aggregate count, since it implies a durable consensus view rather than a one-month rotation. The Hong Kong tilt, with Tencent drawing attention, points to brokerages positioning for a fundamentals-driven re-rating in offshore names. Whether that refocus on fundamentals actually holds once macro headlines resume is the open question.
Generated by AI for reference only.
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