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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

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Hang Seng Index

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

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Horizon Robotics Added to Hang Seng China Enterprises Index.

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Horizon Robotics(SEHK:9660) added to Hang Seng China Enterprises Index

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The net inflow of southbound funds reached HKD 18 billion

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China's consumer inflation rose to 1.3% year-on-year, the highest in over three years, driven by the Lunar New Year holiday, while producer deflation continued with a 0.9% drop in the producer price index. Policymakers are addressing supply-demand imbalances amid weak demand and external challenges. The core CPI increased by 1.8%, and the government aims for GDP growth of 4.5% to 5% this year. The CPI target for 2026 remains at around 2%, reflecting ongoing efforts to stabilize prices and boost market confidence.

- Consumer inflation in China accelerated to its highest level in over three years, driven by the Spring Festival holiday, while producer deflation persists amid weak demand.  
- The consumer price index (CPI) rose 1.3% year-on-year, exceeding expectations, with significant increases in service prices following increased domestic travel.  
- Policymakers aim to address supply-demand imbalances and stabilize prices, with a GDP growth target of 4.5% to 5% for the year, while maintaining a CPI target of around 2%.

Reuters

CSI 300

SSE TOTAL MARKET

Fullgoal SSE Composite ETF

Fortune SG SSE 180 Value ETF

SSE Index

China consumer prices jump on holiday boost; factory-gate deflation lingers

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China will revise law on enterprise state-owned assets - NPC standing committee work report

Shenzhen Index

China will revise law on enterprise state-owned assets - NPC standing committee work report

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The Financial Secretary Paul Chan stated in his blog that the national "Two Sessions" are being held in Beijing to discuss the "14th Five-Year Plan," believing that this plan provides a clear direction for Hong Kong's future development. Hong Kong will actively align with the "14th Five-Year Plan," support the formulation and implementation of the five-year plan, and promote high-quality development. He mentioned the progress in the construction of the Northern Metropolis and the Greater Bay Area's innovation and technology cooperation, emphasizing the consolidation and enhancement of advantages in the financial sector to support the development of innovative technologies. At the same time, the government will promote AI training for all through AI+ and Finance+, ensuring that the workforce adapts to changes in the future economic structure

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Chan Mo-po: The "15th Five-Year Plan" provides a clear direction for Hong Kong's future development

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China foreign minister, on Taiwan: historical trend of returning to China cannot be stopped

NASDAQ Golden Dragon China Index

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E Fund MSCI China A50 Interconnection ETF

Roundhill China Dragons ETF

China foreign minister, on Taiwan: historical trend of returning to China cannot be stopped

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Asia's AI-heavy markets experienced significant volatility due to the Middle East conflict, with South Korea, Taiwan, and Hong Kong seeing notable declines. Analysts suggest that while the selloff may present buying opportunities, prolonged conflict could impact global AI investment, though not halt it. Companies may adjust spending cautiously in response to rising energy costs. Sectors within the AI supply chain with strong pricing power may prove more resilient during this period of uncertainty.

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Q&A : Middle East Conflict Rattles AI-Heavy Asia Markets, But Don't Panic-Sell Yet

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Morgan Stanley released a report on the Asia-Pacific region, predicting that the Hang Seng Index will reach 27,500 points by December 2026, the Hang Seng China Enterprises Index will be 9,700 points, the MSCI China Index will be 90 points, and the CSI 300 Index will be 4,840 points. At the same time, it selected defensive Hong Kong stocks that benefit from geopolitical crises, including China Tower, Bosideng, Midea, and CCB, with conditions of high dividends, low volatility, and "overweight" ratings

Midea Group

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Morgan Stanley selects a list of defensive Hong Kong stocks that benefit from geopolitical crises (Table)

China's state planner head: expects investment in key infrastructure areas and public services to exceed 7 trln yuan this year

China's state planner head: expects investment in key infrastructure areas and public services to exceed 7 trln yuan this year

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Most Asian currencies are strengthening due to a likely technical recovery, as reported by the Wall Street Journal. This trend follows recent declines and is seen as a market correction rather than a fundamental economic shift. Analysts note that the recovery is observed across several Asian economies, previously affected by external pressures. Market participants are monitoring these movements for potential shifts in investor sentiment and monetary policy adjustments amid ongoing global economic uncertainties.

CoinLive

E Fund CNI Value 100 ETF

FTSE Straits Times Index

Conglomerates Index

Asian Currencies Show Strength Amid Technical Recovery

Industrial production in January surged 28.51% year-on-year, reaching an index of 124.51, driven by demand for AI and high-performance computing. The manufacturing production index rose 30.05% but fell short of forecasts due to lower shipments in electronic components. The ministry expects industrial production to grow 20.1% to 22.2% in the first two months of the year. Notably, production of electronic components increased by 25.21%, while vehicle production rose 14.66%. However, the impact of Middle East conflicts is a concern.

- The Ministry of Economic Affairs reported that industrial production in the first two months of this year could grow by 20.1% to 22.2%, achieving a historic high.  
- In January, the industrial production index rose by 28.51%, driven by strong demand for artificial intelligence and advanced computing applications, though it fell short of predicted levels due to variations in electronic component shipments.  
- Notably, the manufacturing index is projected to increase by 9.7% to 14% this month, supported by ongoing capital spending from major cloud service providers on AI infrastructure.

Taipei Times

Industrial production index soars 28.51%

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China's economy is showing signs of deceleration, raising concerns for governments globally. Bloomberg posted on X, highlighting the potential impact of China's economic challenges on international markets. The slowdown in China's growth could affect trade, investment, and economic stability worldwide, prompting policymakers to closely monitor developments. As one of the world's largest economies, China's performance is crucial for global economic health, and its current trajectory may lead to adjustments in international economic strategies.

China's Economic Slowdown Raises Global Concerns

Hong Kong stocks: have risen significantly, but valuations remain very low; the issue is that they have always been low. U.S. stocks: valuations are very high, which may contain risks.

Dow Jones Industrial Average

NASDAQ Composite Index

SPDR S&P 500

Dehydrated Research Report | How to View Valuations of Hong Kong Stocks and US Stocks?

SG#HSCEIRC2709P(54000.HK)

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

Horizon Robotics(SEHK:9660) added to Hang Seng China Enterprises Index

The net inflow of southbound funds reached HKD 18 billion

China consumer prices jump on holiday boost; factory-gate deflation lingers

China will revise law on enterprise state-owned assets - NPC standing committee work report