CI#HSI RC2812V

UNI HEALTH

POWERWIN TECH

SUNWAY INT'L

ILUVATAR COREX

QUANTGROUP

JU TENG INTL

HP LIVING TECH

ADICON HOLDINGS

JST GROUP

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China and Hong Kong stocks rebounded on March 10, with the CSI300 Index rising 1.1% and the Hang Seng Index up 1.6%, as optimism grew over a potential resolution to the Middle East conflict following comments from U.S. President Trump. Despite a general rise in risk sentiment, energy shares lagged, with onshore energy falling 3.6%. Analysts believe the Iran conflict will not impact the global economy as severely as previous crises, such as the Ukraine war.

Reuters

FI CSOP HSI

China Southern Hang Seng ETF

HS CSI300-R

FI2 CSOP HSI

Hang Seng Index

ISHARESCSI300

ISHARESHSI-U

ChinaAMC CSI 300 ETF

CSOP HSI ETF

ISHARESHSI

CAM CSI300

CSI 300

CSOP CSI300

FL2 CSOP HSI

TRACKER FUND

CAM CSI300-R

China, Hong Kong shares rebound on hopes Middle East conflict eases

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Hong Kong stocks rose in the morning session, with the Hang Seng Index up 396 points at 25,804 points, the Hang Seng China Enterprises Index up 91 points, and the Hang Seng TECH Index up 69 points. Tencent's stock price increased by 5.7%, reaching HKD 545.5. AI stocks MiniMax and IM Motors rose by 9.5% and 6.9%, respectively. Other tech stocks such as Alibaba and Bilibili also saw increases, while Kuaishou, NetEase, JD.com, and Baidu rose slightly. The total market turnover was HKD 172.007 billion

AASTOCKS

TENCENT

MINIMAX-WP

CATL

Hang Seng TECH Index

Hang Seng China Enterprises Index

In the Hong Kong stock market, the Hang Seng Index rose 396 points in the first half of the day, with Tencent up 5.7% and CATL rising over 8% after earnings

The Kowloon Bay The Belcher's recorded 3 transactions this month, with the latest transaction being Unit 6 on the middle floor of Block G, with a usable area of 282 square feet, sold for HKD 3.65 million, at an average price of HKD 12,943 per square foot. The new buyer is a first-time homebuyer, who accelerated their entry into the market due to the warming trading atmosphere. The original owner purchased the unit for HKD 3.07 million in May 2025 and made a profit of HKD 580,000 after holding it for ten months, with the unit appreciating by 19%

In Kowloon Bay, the Treasure Garden recorded 3 transactions this month, with a one-bedroom unit sold for HKD 3.65 million, a 19% increase after ten months of speculation

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China's government bond yield curve has steepened to its highest level in nearly four years due to inflation concerns stemming from the ongoing conflict in Iran. This steepening indicates that investors are seeking higher returns for longer-term bonds, reflecting uncertainty about future inflation and economic conditions. Global markets are closely watching the effects of geopolitical tensions on economic stability and inflation rates.

CoinLive

SSE Index

Shenzhen Index

Hang Seng Composite Index

China's Bond Yield Curve Steepens Amid Inflation Concerns

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

marketscreener

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

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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.

Conglomerates Index

BREAKINGVIEWS-China has enviable buffers against Iran oil shock

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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)

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Tencent

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Tencent Holdings Limited

KNOWLEDGE ATLAS

Alibaba

CSOP HS TECH

"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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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%

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

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

HSI ESG ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

HSTECH ETF

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)

$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)

CI#HSI RC2812V(69211.HK)

China, Hong Kong shares rebound on hopes Middle East conflict eases

In the Hong Kong stock market, the Hang Seng Index rose 396 points in the first half of the day, with Tencent up 5.7% and CATL rising over 8% after earnings

In Kowloon Bay, the Treasure Garden recorded 3 transactions this month, with a one-bedroom unit sold for HKD 3.65 million, a 19% increase after ten months of speculation

China's Bond Yield Curve Steepens Amid Inflation Concerns

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