China’s Hikvision Favored, Jinghong Investment Says

The video discusses the impact of trade tensions on A shares and how investors are adjusting their strategies. It highlights the revisions in valuation systems due to trade uncertainties and the recent market corrections that present potential buying opportunities. The discussion also covers specific companies like Hikvision and the timing of investments, as well as concerns about sectors affected by the trade war, such as consumer electronics and pharmaceuticals.

What specific company was mentioned as being affected by trade tensions, and why?

Which sectors are viewed positively by the investors in the discussion?