ChinaAMC Hang Seng Technology ETF(QDII)

STECH

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513130

513580

513180

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CITIC Construction Investment pointed out that the Hang Seng TECH Index is currently in a value reassessment window after a deep adjustment, with extremely high safety margins and odds. The AI technology cycle will bring potential for valuation reshaping, and it is necessary to wait for the resonance of three catalysts: liquidity turning point, AI commercialization verification, and easing of the competitive landscape. The Hang Seng TECH ETF ChinaAMC (513180) traded over 700 million yuan, ranking first in its category

同壁财经

Hang Seng TECH Index

Tianhong Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Huaan Hang Seng Technology ETF(QDII)

CSOP HS TECH

Dacheng Hang Seng Technology ETF(QDII)

ISHARESHSTECH

CAM HS TECH

Hang Seng TECH ETF I

XPENG-W

XPeng

SUNNY OPTICAL

MEITUAN

LENOVO GROUP

SMIC

LI AUTO-W

Li Auto

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

LENOVO GROUP-R

Lenovo Group

SMIC HK SDR 5to1

CITIC Construction Investment: The Hang Seng Technology is currently in a value reassessment window after a deep adjustment

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The HSI opened up 90 points at 26,497, while KUAISHOU-W surged nearly 10% amid rumors of a potential spin-off for its AI video generation business. The US markets closed slightly higher, with the Nasdaq and S&P 500 reaching record highs. Other tech stocks showed mixed results, with TENCENT and MEITUAN-W opening down, while WH GROUP and ZIJIN MINING saw gains. Overall, the market is closely watching developments from the US-China leaders' meeting and the Middle East situation.

AASTOCKS News

HSTECH ETF

Harvest Hang Seng SCHK Technology ETF

Hang Seng Index

KUAISHOU-W

NASDAQ Composite Index

S&P 500

Hang Seng China Enterprises Index

TENCENT

BABA-W

Alibaba

JD-SW

JD.com

LONGFOR GROUP

WH GROUP

ZIJIN MINING

Zijin Mining

KUAISHOU-WR

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

WH Group

HSI Opens Up 90 pts; KUAISHOU-W  Jumps Nearly 10% at Open

01236

The HSI fell 75 points to 26,318 at midday, influenced by geopolitical concerns and upcoming US-China talks. The HSCEI also declined, while the HSTECH saw a slight increase. Major tech stocks like Alibaba and Baidu faced pressure despite announcements. Memory chip stocks surged, with GIGADEVICE and MONTAGE TECH showing significant gains. Chinese property developers performed well, and Ldrobot debuted strongly, closing 128% above its listing price. Overall, the market showed mixed results amid varying performances across sectors.

LDROBOT

VanEck Semiconductor ETF

KraneShares 2x Long BABA Daily ETF

China Southern CSI Semiconductor Industry Custom ETF

BABA 2x Long Daily ETF - GraniteShares

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

BIDU-SW

JPMorgan Chase

XL2CSOPHYNIX

XL2CSOPSMSN

Samsung Electronics 

HUA HONG SEMI

GIGADEVICE

MONTAGE TECH

CHINA RES LAND

CHINA OVERSEAS

BWI INT'L

LUXSHARE-ICT

NEW ORIENTAL-S

BIDU-SWR

Baidu

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Samsung Electronics Co., Ltd. Sponsored GDR

Hua Hong

Montage Technology

HSI Falls 75 pts at Midday; Chip and Memory Plays Rally; Ldrobot  Debuts, Surges Nearly 1.3x

00HSI

On May 8th, the Hong Kong stock market weakened under multiple pressures, including a sharp decline in overnight U.S. chip stocks and geopolitical tensions. Although the semiconductor sector and financial heavyweight stocks performed poorly, dragging the Hang Seng Index down by 0.87% to 26,393.71 points, there were significant structural opportunities in the market. The overall market was unusually active, with the Tracker Fund of Hong Kong (02800.HK) leading with a transaction volume of HKD 13.9 billion. Funds showed a clear "high-low switch" trend, flowing from the hardware sector into the revalued AI application sector, driving Meitu Inc. up by 12.71% and Kuaishou-W rising by 9.71%. Additionally, the optical communication sector demonstrated resilience due to deepened industrial cooperation, while gold resource stocks gently rose, supported by geopolitical risk aversion and continued inflows into global ETFs (USD 6.6 billion in April). Overall, the market is in a sensitive period ahead of the U.S. non-farm payroll data release, with funds gathering towards more certain AI applications and safe-haven assets amid a weak market structure

Market Pulse

TRACKER FUND

MEITU

YOFC

GANFENGLITHIUM

Ganfeng Lithium

Taiwan Semiconductor

POP MART

NVIDIA

IREN

KB LAMINATES

Sony

Sony Group Corporation

HSBC HOLDINGS

HSBC

HKEX

ZIJIN GOLD INTL

CMOC

CHINAHONGQIAO

JIANGXI COPPER

JCCL

160 HEALTH

HSCEI ETF

POP MART HK SDR 20to1

NVIDIA Corporation

HSBC 5xShortSG241213

HSBC Holdings Plc

AIA-R

AIA Group

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

Hong Kong stocks closed | Three major indices fluctuated and closed lower, semiconductor sector plummeted, AI applications strengthened against the trend

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At the midday close on May 7, Hong Kong stocks' three major indices surged, with the Hang Seng TECH Index leading the market with a 3.09% gain. The tech internet and semiconductor/optical communication sectors became the main focus of bullish capital, with Kuaishou and Hua Hong Semiconductor both soaring over 7%, while trading volumes for Tencent and Alibaba approached the HKD 10 billion mark. On the other hand, traditional energy stocks such as oil, gas, and coal suffered collective setbacks due to expectations of easing geopolitical tensions. Additionally, the robotics concept and insurance sector showed active performance during the session

YANKUANG ENERGY

GX HS TECH

Guotai CSI Semiconductor Material Equipment Theme ETF

PETROCHINA

CNOOC

Coherent Corp.

CHINA SHENHUA

TECHTRONIC IND

CHINA LIFE

PING AN

DEEPEXI TECH

FIT HON TENG

XIAOMI-W

CSEC/China Shenhua

China Life

Ping An

CATL

PetroCN HK SDR 1to2

CNOOC-R

Techtronic Industries

PING AN-R

Ping An Insurance

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

CATL HK SDR 30to1

HK Stocks Midday Review | Hang Seng TECH Index Rises Over 3%, Led by Tech and Semiconductors; Oil, Gas, and Coal Stocks Decline Collectively

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Hong Kong stocks opened higher today, with the Hang Seng Index up 0.51% and the Hang Seng Tech Index up 0.85%. Semiconductor companies like Hua Hong Semiconductor, Contemporary Amperex Technology, and Semiconductor Manufacturing International Corporation experienced gains of nearly 4%.

CoinLive

Guotai CSI All Share Integrated Circuit ETF

First Trust Nasdaq Food & Semicon

STOCKS | Hong Kong Stocks Open Higher with Semiconductor Gains

159998

CQQQ

MCHI

DRAG

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KWEB

China tech is waking upHigh-beta names are pushing higher, breakouts are holding, and sentiment is turning fast under the surface. The leadership isn’t coming from the usual mega caps yet… but the setup is building for a broader catch-up move.High beta leading

ZeroHedge

Tianhong CSI Computer Theme ETF

Invesco China Tech

iShares MSCI China

Roundhill China Dragons ETF

GX CHINA TECH

Krne Csi China Internet

China Tech Wakes Up As High-Beta Leads… Laggards Next?

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Hong Kong reported its widest trade deficit in 74 years, reaching HK$89.1 billion due to a 41% surge in imports, the highest increase in over three decades. This spike is attributed to the Middle East conflict and a global AI investment boom driving demand for tech products. Imports from China rose significantly, with electrical machinery and petroleum products seeing substantial increases. Economists warn that ongoing tensions and rising energy costs could pose risks to the global economic outlook and trade flows.

- Hong Kong's trade deficit has reached its highest level in at least 74 years, driven by a surge in imports, possibly due to disruptions from the Middle East conflict and increased demand for technology products amid a global AI investment boom.  
- March data revealed a 41% year-on-year increase in imports to HKD 707.5 billion and a nearly 36% rise in exports to HKD 618.4 billion, with significant contributions from AI-related goods and a strong recovery in trade with mainland China.  
- Experts note that rising commodity and chip prices, coupled with stockpiling in response to geopolitical tensions, are key factors behind the sharp expansion of Hong Kong's trade.

ChinaAMC Hang Seng Technology ETF(QDII)(513180.SH)

CITIC Construction Investment: The Hang Seng Technology is currently in a value reassessment window after a deep adjustment

HSI Opens Up 90 pts; KUAISHOU-W Jumps Nearly 10% at Open

HSI Falls 75 pts at Midday; Chip and Memory Plays Rally; Ldrobot Debuts, Surges Nearly 1.3x

Hong Kong stocks closed | Three major indices fluctuated and closed lower, semiconductor sector plummeted, AI applications strengthened against the trend

HK Stocks Midday Review | Hang Seng TECH Index Rises Over 3%, Led by Tech and Semiconductors; Oil, Gas, and Coal Stocks Decline Collectively