$SENSETIME-W(00020.HK) rose by four points, $KUAISHOU-W(01024.HK) saw a slight increase, $51WORLD(06651.HK) dropped by more than three points, and $Direxion FTSE China Bull 3X(YINN.US) basically didn't move at all 😸. Funds in the Hong Kong AI sector have been clearly picking stocks recently; visual large models and short video platforms are supported by real revenue, while digital twin projects that are still just talking about scenarios are being sold off. Broad-based leverage tools stayed flat all day, indicating that investors aren't betting on the broad direction of 'Chinese assets,' but rather on specific targets.
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