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Step 1: Accessing the Regular Investment Portal

  1. On the market data or trading page, select the target Hong Kong stock (e.g., Tencent Holdings) to access the stock details page.

  2. Click the "Regular Investment" button in the bottom navigation bar to directly access the regular investment creation page for that stock.

Step 2: Setting Core Parameters for Regular Investment

  1. Target Configuration: Confirm the current target (e.g., Tencent Holdings). You can also click "+ Add Target" to configure a portfolio of multiple Hong Kong stocks to diversify risk.

  2. Each Investment: Enter a fixed amount (e.g., 500/1000/2000 USD). The system will allocate the funds proportionally to each target.

  3. Payment Account: Select the deduction account (e.g., stock account) and ensure there are available funds in the account.

  4. Investment Period: Select the investment frequency (e.g., every Monday/1st of every month). The system will automatically execute the investment periodically.

  5. Advanced Settings (Optional):

① Plan Name: Customize the name of your regular investment plan for easy management of multiple strategies.

② Set Purchase Price Range: Set a price range to automatically buy only within that range, further optimizing holding costs.

Step 3: Complete Creation After confirming all parameters are correct, click the "Create Dollar-Cost Averaging" button at the bottom. The system will automatically execute the US stock dollar-cost averaging plan.

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Risk Warnings:

  1. The Hong Kong stock market is subject to volatility risk due to multiple factors including the global economy, policies, and exchange rates. Dollar-cost averaging (DCA) cannot eliminate market risk.

  2. Do not use essential living funds or borrowed funds for Hong Kong stock DCA to avoid financial crisis due to market fluctuations.

  3. Historical returns displayed on the platform do not represent future returns. Please fully understand the fundamentals and risks of the Hong Kong stock target before investing.

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