UB#HSI RP2802W

UNI HEALTH

EPI (HOLDINGS)

MEGAIN

JST GROUP

HP LIVING TECH

XL2CSOPHYNIX

SIMPLICITY HLDG

POWERWIN TECH

JU TENG INTL

00HSI

399001

0HSCI

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China Jan-Feb trade balance $+213.62 bln (Reuters poll +$179.6 bln)

marketscreener

Hang Seng Index

Shenzhen Index

Hang Seng Composite Index

SSE Index

ISHARESHSI

China Jan-Feb trade balance $+213.62 bln (Reuters poll +$179.6 bln)

According to the latest Hong Kong Interbank Offered Rate (HIBOR) published by the Hong Kong Association of Banks, the one-month Hong Kong dollar interbank offered rate fell to 2.02083 cents, hitting a one-month low. The overnight rate reported at 1.34833 cents, up 1.631 basis points; the one-week rate reported at 1.56018 cents, down 10.547 basis points; the three-month rate reported at 2.38917 cents, down 4.113 basis points; the six-month rate reported at 2.63196 cents, up 0.071 basis points; and the twelve-month rate reported at 2.8 cents, up 1.899 basis points

AASTOCKS

The one-month Hong Kong Interbank Offered Rate (HIBOR) has fallen to 2.02%, reaching a one-month low

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China's oil stockpiles and diversified suppliers position it well against potential shocks from Iran, with reserves sufficient to sustain its economy for at least four months. The consumer price index rose 1.3% year-on-year in February, while the producer price index fell by 0.9%. China has reportedly stockpiled around 1.3 billion barrels of strategic petroleum reserves and aims for an annual oil output target of about 4 million barrels per day in its upcoming five-year plan. The government also plans to expand its strategic reserves over the next five years.

Reuters

Conglomerates Index

CSI 300

BREAKINGVIEWS-China has enviable buffers against Iran oil shock

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03750

STECH

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The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising by 331 points or 1.3%, reporting at 25,740 points. The National Index and the Hang Seng TECH Index opened higher by 95 points and 99 points, respectively. Oil prices declined, leading to lower openings for oil stocks PetroChina and CNOOC. Financial stocks such as HSBC and Hong Kong Exchanges and Clearing opened higher. AI stocks MiniMax and KNOWLEDGE ATLAS opened higher by 4.9% and 12.7%, respectively. Other tech stocks like Tencent, Alibaba, and JD.com also saw increases. Battery stock CATL opened 6% higher, exceeding last year's performance expectations

JD-SW

JD.com

Hong Kong Exchanges and Clearing (HKEX)

CATL

HKEX

TENCENT

MINIMAX-WP

Tencent

Hang Seng TECH Index

BABA-W

Tencent Holdings Limited

KNOWLEDGE ATLAS

Alibaba

FI2 CSOP HSI

CSOP HS TECH

FL2 CSOP HSI

"Hong Kong Stocks" The Hang Seng Index opened high at 331 points, OpenClaw's craze continues to heat up, KNOWLEDGE ATLAS rises 13%

Citigroup predicts that due to the US-Iran conflict, Hong Kong will be in a favorable position and may attract capital and talent from the Middle East. As several Asian wealthy families reassess their investment risks in Dubai, the Hong Kong family office JMS Group has arranged for clients to evacuate to Hong Kong. Analysis indicates that Hong Kong can enhance market activity by increasing bond issuance and developing green financial products. Citigroup's report states that geopolitical instability will prompt investors to reassess asset allocation, and Hong Kong is expected to attract some capital inflows

Stheadline

Citigroup expects that under the US-Iran conflict, Hong Kong is in a favorable position and is likely to attract capital and talent from the Middle East

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Hang Seng Index Poised for 1.3% Gain as Hong Kong Market Opens

Unusual Whales

HSTECH ETF

FI CSOP HSI

TRACKER FUND

ISHARESHSI-U

Hang Seng Index Poised for 1.3% Gain as Hong Kong Market Opens

BILI

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XPEV

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Bilibili rose over 4%, XPeng rose nearly 4%, HUA HONG SEMI and KUAISHOU rose nearly 3%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

华尔街见闻资讯

Bilibili

HUA HONG SEMI

XPeng

KUAISHOU-W

BILIBILI-W

Hua Hong

The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 2%

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The Housing Authority recommends an average increase of 2.8% in the income limit for public housing for the 2026/27 fiscal year, and an average increase of 1.4% in the asset limit. According to statistics from the fourth quarter of last year, approximately 155,000 non-owner-occupied private housing units meet the income eligibility criteria, a decrease of about 10,000 compared to the previous year. The adjustment recommendations are based on an established mechanism, with the increase in family income limits ranging from 1.1% to 3.9%. The income limit for a one-person household rises to HKD 13,230, for a four-person household to HKD 32,020, and for a five-person household to HKD 40,150. Regarding asset limits, for one-person households to households of ten or more, the limit increases from HKD 295,000 to HKD 974,000, with an increase of HKD 4,000 to HKD 13,000

CSOP HSI ETF

The Housing Authority recommends an average increase of 2.8% in income limits for public housing and a 1.4% increase in asset limits

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The Hang Seng Index main contract closed up 0.41% in the night session, reporting 25,370 points. The Hang Seng Tech Index main contract closed up 0.51% in the night session, reporting 4,954 points

Wallstreetcn

E Fund CSI Hongkong Bond Investment Theme ETF

ChinaAMC Hang Seng Technology ETF(QDII)

ISHARESHSTECH

China Southern Hang Seng ETF

HSI ESG ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

China Universal Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

China Southern Hang Seng TECH ETF(QDII)

Hang Seng TECH ETF I

Tianhong Hang Seng TECH ETF(QDII)

159748

TransThera Sciences (Nanjing), Inc. has been added to multiple Hang Seng Index Series benchmarks, including large- and mid-cap indices, effective March 9, 2026. The company will exit the Hang Seng Composite SmallCap Index, indicating increased investor recognition and a shift towards larger-cap segments. This reclassification may enhance its visibility and attract more institutional investment. TransThera focuses on innovative drug development in the biotech sector and aims to access both mainland China and international capital markets.

Tip Ranks

Fullgoal CSI Hugangshen Innovative Drugs Industry ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

E Fund Hang Seng SCHK Innovative Drug ETF

ChinaAMC SSE STAR Biology and Medicine ETF

ChinaAMC SSE Health Care ETF Initiating Fund

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

Minsheng Royal CSI Biotechnology Theme ETF

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

ChinaAMC Hang Seng ETF

Huatai-PB Hang Seng Innovative Drugs Industry ETF(QDII)

China Universal CNI HK Connect Innovative Drugs Industry ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

E Fund CSI 300 Health Care ETF

Hwabao WP CSI Pharmaceuticals ETF

Guotai CSI Bio-medicine ETF

Yinhua CSI Innovative Drugs Industry ETF

China Southern Hang Seng ETF Feeder Fund-A

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

TransThera Sciences Added to Major Hang Seng Indexes, Exits Small-Cap Gauge

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The ongoing Middle East conflict has negatively impacted the market debuts of three Hong Kong listings, which raised a total of HK$3.62 billion. Shenzhen Zhaowei Machinery saw a modest 4% rise, while Estun Automation and Alsco Pooling Service experienced declines of 14% and 40%, respectively. Despite a strong start to the year for IPOs in Hong Kong, investor sentiment has soured due to rising oil prices and geopolitical tensions. Upcoming IPOs may face increased volatility unless conditions improve.

GAUSH MEDITECH

Mideast war weighs on HK trading debuts hoping to ride early IPO momentum

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Contemporary Amperex Technology Co., Limited(SEHK:3750) added to Hang Seng Index

ChinaAMC Shanghai-Hong Kong Tong Hang Seng ETF

HS AINDTOPETF-R

Contemporary Amperex Technology Co., Limited(SEHK:3750) added to Hang Seng Index

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Hong Kong Stocks Start Week Lower; Zhaowei Machinery Gains as ALSCO, Estun Slide in Debut

ESTUN

ZHAOWEI

ESTUN AUTOMATION

Hong Kong Stocks Start Week Lower; Zhaowei Machinery Gains as ALSCO, Estun Slide in Debut

$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

CSOP A50 ETF-R

CSOP A50 ETF

XI2CSOPHSTECH

XL2CSOPHSTECH

CAM HS TECH

GEELY AUTO

POP MART

Li Auto

TENCENT-R

Tencent HK SDR 10to1

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

BABA-WR

Alibaba HK SDR 5to1

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)

XIAOMI-WR

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)

UB#HSI RP2802W(69131.HK)

China Jan-Feb trade balance $+213.62 bln (Reuters poll +$179.6 bln)

The one-month Hong Kong Interbank Offered Rate (HIBOR) has fallen to 2.02%, reaching a one-month low

BREAKINGVIEWS-China has enviable buffers against Iran oil shock

"Hong Kong Stocks" The Hang Seng Index opened high at 331 points, OpenClaw's craze continues to heat up, KNOWLEDGE ATLAS rises 13%

Citigroup expects that under the US-Iran conflict, Hong Kong is in a favorable position and is likely to attract capital and talent from the Middle East