BI#HSI RP2804P

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The Hang Seng Index opened up 0.5%, and the Hang Seng TECH Index rose 0.58%

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HSTECH ETF

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Hang Seng TECH Index

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The Financial Secretary Paul Chan stated that the average daily trading volume of the Hong Kong stock market increased by 17% year-on-year in the first two months of this year, with a market capitalization close to HKD 50 trillion, up about 24%. He emphasized that the reforms implemented by the government since 2018 have enhanced market competitiveness and mentioned that future development needs to integrate AI with finance to promote high-quality economic development. At the same time, he encouraged the financial industry to embrace AI and support the demands of emerging industries and innovative services

AASTOCKS

CSOP HSI ETF

FI2 CSOP HSI

FL2 CSOP HSI

FI CSOP HSI

Chan Mo-po: In the first two months of this year, the average daily trading volume of the stock market increased by 17% year-on-year, emphasizing investment in the future

The total merchandise trade between Hong Kong and Japan reached HKD 336 billion last year, with a year-on-year growth of 9.2%. The Hong Kong Economic and Trade Office in Tokyo and the Hong Kong Trade Development Council held a business seminar in Tokyo to promote Hong Kong's business advantages. About 250 guests attended, emphasizing that Japan is Hong Kong's sixth-largest trading partner, with 1,500 Japanese companies operating in Hong Kong. The Hong Kong government continues to optimize the business environment, promote the development of intellectual property trade and financing, and introduce several upcoming high-level summits and events

Last year, the total merchandise trade between Hong Kong and Japan reached HKD 336 billion, an increase of 9.2% year-on-year

Hong Kong's government-backed investment fund, HKIC, is being redeployed to support the struggling commercial property sector. The initiative aims to attract foreign institutions despite challenges like high vacancy rates and uncertain rental recovery. Financial Secretary Paul Chan announced partnerships with long-term capital for high-quality projects. While market sentiment improved, the overall vacancy rate for grade A office space remains high at 17.5%. Analysts suggest that HKIC's move could stimulate demand in the commercial investment sector, although major funds remain cautious due to weak leasing demand and high acquisition costs.

南华早报

Hong Kong’s plan for HKIC to prop up city’s office market seen as challenging

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Hong Kong stocks ADR is expected to open 147 points higher this morning, at 26,208 points. The relative stock prices and the premium situation of Hong Kong stocks to the American Depositary Receipts are as follows: CKH Holdings HKD 62.591 (premium 0.09%), CLP Holdings HKD 74.63 (premium -0.64%), Hong Kong and China Gas HKD 7.275 (premium 3.92%), Wharf Holdings HKD 25.19 (premium 0.60%), HSBC Holdings HKD 140.39 (premium -0.49%), Power Assets HKD 62.114 (premium 1.10%), PCCW HKD 6.164 (premium -4.77%), Henderson Land HKD 34.695 (premium 0.42%), Sun Hung Kai Properties HKD 145.662 (premium -0.45%), New World Development HKD 9.466 (premium 6.80%), SWIRE PACIFIC A HKD 82.375 (premium -0.21%), Bank of East Asia HKD 13.496 (premium 7.29%), Galaxy Entertainment HKD 39.506 (premium 1.55%), HANG LUNG PPT HKD 9.857 (premium -0.17%), Geely Automobile HKD 19.107 (premium -17.46%), CITIC HKD 12.305 (premium -0.45%), Cathay Pacific Airways HKD 13.502 (premium -0.16%), China Gas

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CLP HOLDINGS

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HANG LUNG GROUP

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HENDERSON INV

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ChinaAMC Hang Seng ETF

Hong Kong stocks ADR expect the Hang Seng Index to open 147 points higher this morning, reporting at 26,208 points

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China's upcoming political assembly will outline priorities for emissions reduction, as reported by Bloomberg. This meeting is crucial for determining how the world's largest polluter will address its environmental impact while balancing economic growth and sustainability. The outcomes will be closely monitored by international observers and environmental advocates, reflecting China's commitment to its climate goals.

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China's Political Meeting to Influence Emissions Reduction Strategy

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The Hang Seng Index main futures closed up 0.86% in the overnight session, at 26,109 points. The Hang Seng TECH Index main futures closed up 0.85% in the overnight session, at 5,007 points

ChinaAMC Hang Seng Technology ETF(QDII)

China Southern Hang Seng ETF

Dacheng Hang Seng Technology ETF(QDII)

The ongoing conflict in the Middle East is expected to increase airfares for Hong Kong travelers, as many are now opting for more expensive direct flights to Europe due to the suspension of major transit hubs in Dubai and Doha. Analysts indicate that rising demand for direct flights will lead to higher ticket prices, particularly affecting business travelers. Concerns are growing among travelers about the potential spread of the conflict, prompting shifts in travel plans towards safer regions. The disruptions are also impacting cargo routes, with shipments being rerouted through alternative paths.

Middle East conflict to drive up airfares for Hong Kong travellers: analysts

Hong Kong and Shanghai have signed a memorandum of understanding to enhance collaboration in digitized cargo trade finance and cross-border data integration. The agreement aims to promote the use of electronic bills of lading and facilitate the integration of mainland China's trade data with the global ecosystem. This initiative is part of HKMA's Project CargoX, which seeks to modernize trade finance and strengthen Hong Kong's role as an international trading hub. The collaboration reflects ongoing growth in trade finance between the two regions despite international tensions.

- Hong Kong and Shanghai have signed an agreement to enhance cooperation in promoting digital cargo trade financing and strengthen the connection between mainland China's data ecosystem and the global market.  
- The memorandum of understanding (MOU) facilitates the exploration of digital trade financing, including the use of electronic bills of lading to replace traditional documentation.  
- Despite international tensions, this partnership reflects growing trade financing between mainland China and Shanghai, with significant increases in cargo throughput and a strong trade surplus reported.

Hong Kong, Shanghai sign pact on digital trade finance, cross-border data link

Conflicts in the Middle East have underscored Hong Kong's appeal as a safe and stable talent hub, according to Labour Secretary Chris Sun. He emphasized that safety is crucial for attracting global talent, especially amid geopolitical tensions. The upcoming Global Talent Summit Week aims to draw over 7,000 attendees and promote Hong Kong's opportunities. Since 2022, over 270,000 non-locals have settled in Hong Kong, aided by the Top Talent Pass Scheme targeting high-income earners and top graduates. The initiative seeks to reverse brain drain and enhance integration for new arrivals.

Middle East tensions highlight Hong Kong’s stability, opportunities: minister

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The Research Department of Centaline Property pointed out that in February 2026, the overall number of property transactions recorded 7,923 cases, with a total value of HKD 62.42 billion, an increase of 3.8% and 9% compared to January. This number is the second highest in 22 months, reflecting that the Lunar New Year was delayed until February, prompting buyers to enter the market early. In February, the primary private residential market recorded 2,557 cases and HKD 27.53 billion, a significant increase of 66.6% and 43.7%. New project sales were strong, and it is expected that registrations in April will stabilize around 8,000 cases. In the secondary residential market, February recorded 3,918 cases and HKD 29.81 billion

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In "Hong Kong Property," Centaline: The overall number of property transactions in February approached 8,000, reaching the second-highest level in 22 months

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The Hang Seng Index fell 2.1% today, closing at 26,059 points, while the Tech Index fell below 5,000 points. Market sentiment is low due to military actions by the United States and Israel against Iran. Last Friday, the Dow Jones and Nasdaq fell by 1.1% and 0.9%, respectively. The National Committee of the Chinese People's Political Consultative Conference will convene this Wednesday, with the Shanghai Composite Index slightly up. Northbound trading saw a net inflow of 16.214 billion yuan, while Southern Hang Seng Technology stocks fell by 2.8%

China Southern Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

The Market Review: Hang Seng Index falls 2%, Tech Index breaches the 5,000 mark, financial and airline stocks face selling pressure

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Hong Kong plans to expand tax exemptions for family offices and funds from international organizations to enhance its status as a wealth management hub. The government will propose a bill to the Legislative Council to include more investment products like private credit, gold, and digital assets for tax exemptions. This initiative aims to attract more funds and family offices, with a minimum asset requirement of HK$240 million for fund-of-one structures. The current tax incentives have already increased the number of family offices in Hong Kong by 25% over two years, reaching 3,380 by the end of last year.

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Hong Kong to expand tax waivers for family offices, pension fund investment

Hong Kong Stocks End Lower as Middle East Conflict Intensifies

marketscreener

Hong Kong Stocks End Lower as Middle East Conflict Intensifies

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

XTALPI

LI AUTO-W

TENCENT

CSOP A50 ETF-R

CSOP A50 ETF

XI2CSOPHSTECH

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Li Auto

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Tencent HK SDR 10to1

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Tencent Holdings Limited

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

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Alibaba HK SDR 5to1

Alibaba

The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

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XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

Invesco QQQ Trust

SPDR S&P 500

Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

BI#HSI RP2804P(67584.HK)

The Hang Seng Index opened up 0.5%, and the Hang Seng TECH Index rose 0.58%

Chan Mo-po: In the first two months of this year, the average daily trading volume of the stock market increased by 17% year-on-year, emphasizing investment in the future

Last year, the total merchandise trade between Hong Kong and Japan reached HKD 336 billion, an increase of 9.2% year-on-year

Hong Kong’s plan for HKIC to prop up city’s office market seen as challenging

Hong Kong stocks ADR expect the Hang Seng Index to open 147 points higher this morning, reporting at 26,208 points