DS#HSI RP2803F

Hong Kong Futures Soft, March Index Futures Close at 25214 Down 1.72%

HSF Futures Night Session Closed 0.87% Higher at 26,112.20

Financial Secretary Paul Chan Pushes for Continuous Market Reform in Hong Kong

HSF Futures Open 1.40% Lower at 26,236.68

HSI Futures Evening Session Closes Down 0.54% at 26,465

CITIC Securities Hang Seng Index Bull and Bear Warrant Street Position Ratio and Changes

Hong Kong Interbank Offered Rates (HIBOR) Across the Board Slightly Up

Hang Seng Index Night Futures Close Up 181 Points

HSI Futures Night Session Closes Up 0.65% at 26,923

Hong Kong Stock Market Stamp Duty Boosts Government Revenue, 2026 Budget Forecast Shows Little Increase

Government Announces Budget Forecasting Surplus from 2026/27 Fiscal Year Onwards

Hong Kong Increases Stamp Duty on Residential Properties Over HKD 100 Million

Financial Secretary Paul Chan's Budget Speech Predicts HK Economic Growth

Hang Seng Index Futures Closed on February 25th

HSI Futures, HKC Futures, and H shares Index Futures Open Lower than Spot Prices

LJ Group Analyzes Hong Kong Private Housing Construction and Completion

HANG SENG Index Bull and Bear Warrant Ratio and Quantity Updates

Hang Seng Index Futures Night Session Down 0.75%

HSI Night Index Futures Quotation Up 43 Points

Futures Open Higher Than Spot Prices

CHINA OIL & GAS

PETRO-KING

DZUG

CHK OIL

MANY IDEA CLOUD

HAO TIAN INTL

JY GAS

COSCO SHIP DEV

GLOBAL UIN

BG BLUE SKY

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Most Asia-Pacific markets were set to open lower on Wednesday, extending a selloff amid an escalating Middle East war.

Hang Seng Index

FL2 CSOP HSI

TRACKER FUND

FI2 CSOP HSI

CSOP HSI ETF

China Southern Hang Seng ETF

Asia markets set to fall as Middle East war escalates; investors eye China’s ‘Two Sessions’

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The Hang Seng Index main futures closed down 0.81% in the overnight session, at 25,448 points. The Hang Seng TECH Index main futures closed down 0.54% in the overnight session, at 4,832 points

Wallstreetcn

Dacheng Hang Seng Technology ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH Index

GX HS TECH

CAM HS TECH

ISHARESHSI

ISHARESHSTECH

CSOP HS TECH

HSTECH ETF

Tianhong Hang Seng TECH ETF(QDII)

Hang Seng TECH ETF I

ChinaAMC Hang Seng Technology ETF(QDII)

Hong Kong's Convention and Exhibition Centre is increasing its focus on hosting medical, technology, finance, and education events, aiming for these sectors to represent 43% of activities by 2026. Notable events include the World Cancer Congress and LEAP East technology show, which will be held outside the Middle East for the first time. The strategy aligns with Hong Kong's goal to enhance its status as a global hub for innovation and finance, potentially attracting high-spending business visitors and benefiting various local industries.

南华早报

Hong Kong convention centre to host more medical, tech, finance, education events

The scheduled meeting between Xi Jinping and Donald Trump is likely to be canceled due to recent U.S. military strikes in Iran, which have complicated diplomatic relations. The strikes have raised concerns about the fragile $560 billion trade détente between the U.S. and China, as both countries navigate tensions over regime changes in Iran and Venezuela. Following the attacks, Hong Kong's Hang Seng Index fell nearly 2%, reflecting investor unease. While working-level officials continue preparations for a potential summit, Xi may hesitate to host Trump amid these geopolitical tensions.

Reuters

BREAKINGVIEWS-Trump-Xi meeting will be casualty of Iran strikes

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The Hang Seng Index closed at 25,768 points today, down 291 points or 1.1%. Northbound capital inflow decreased by 62%, with a trading volume of HKD 179.031 billion. The ongoing US-Iran war raises concerns about global shipping and supply chain risks. US stocks showed mixed performance, with the Dow Jones down 0.2% and the Nasdaq up 0.4%. The South Korean stock market plummeted by 7.2%, and the Nikkei index fell by 3.2%. The TRACKER FUND, CSOP HS TECH, and Tencent's stock prices all declined

AASTOCKS

Tencent

Tencent Holdings Limited

TENCENT

FI CSOP HSI

FI2CAMNDQ100

Pro Ultrshrt Yen

The Hang Seng Index falls below 26,000, northbound capital inflow decreases by 62%, metal and mobile phone stocks are sold off

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Authorities in Hong Kong and Shanghai have signed a memorandum of understanding (MOU) to collaborate on digitized cargo trade and finance. The MOU, signed by the Hong Kong Monetary Authority, Shanghai Data Bureau, and National Technology Innovation Center for Blockchain, aims to research digital technology applications, including developing a cross-border platform using electronic bills of lading and enhancing trade finance through cargo data. SDB director Shao Jun emphasized leveraging Shanghai's data strengths alongside Hong Kong for innovative outcomes in digital collaboration.

- Hong Kong and Shanghai authorities have signed a memorandum of understanding (MOU) to collaborate on innovative technology applications in goods trade and finance.  
- This agreement involves the Hong Kong Monetary Authority, Shanghai Data Bureau, and the National Blockchain Technology Innovation Center, focusing on research and development of digital technologies like e-bill usage and trade financing.  
- The collaboration aims to leverage Shanghai's data integration strengths while working with Hong Kong to drive innovation in digital goods trade and finance.

FiNews

SSE Index

Hong Kong and Shanghai Ink Digitized Cargo Trade MOU

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National Committee member Wang Dongsheng has focused on the connectivity of the Greater Bay Area and financial support for agricultural development ahead of the National Two Sessions. He suggested further promoting the participation of Shenzhen-Hong Kong investors in the new stock listing transactions of both places, forming a comprehensive "New Stock Connect" to deepen financial cooperation, enhance the inclusiveness and adaptability of the capital market, and promote the internationalization of the Renminbi. Specific suggestions include including A+H listed companies in the "New Stock Connect," adopting the qualified investor standards of the Shenzhen-Hong Kong Stock Connect mechanism, and implementing closed-loop management of investor funds

Shenzhen Index

Wang Dongsheng advocates for deepening interconnectivity

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The Hang Seng Index closed down 291 points at 25,768 points, falling below 26,000. PetroChina rose 4%, making it the best-performing blue-chip stock, while other energy stocks had mixed performances. MINIMAX's earnings exceeded expectations, with its stock price rising 9.1%. Technology stocks generally declined, with Xiaomi falling 4.7%. The market was influenced by the situation in the Middle East, leading to rising oil prices and strengthening shipping stocks

Stheadline

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

China Universal CSI Oil & Gas Resources ETF

PETROCHINA

MINIMAX-WP

The Hang Seng Index fell 291 points, dropping below 26,000. PetroChina rose 4%, and MINIMAX gained 9% after earnings｜Hong Kong stock market closing

The survey shows that the financial climate in Hong Kong is warming, and residents' confidence in the future economic outlook is increasing, with 34% expecting an improvement in their financial situation by 2026. Singaporeans are even more confident, with 45% sharing the same view. In Hong Kong, 41% of respondents are optimistic about the local economy, while in Singapore, the figure is 70%. Despite Singapore's overall confidence leading, sentiment in Hong Kong is gradually recovering, with 48% of Hong Kong respondents optimistic about the economic outlook in China. Both regions have low confidence in the global economy, indicating that global uncertainty remains a major concern. MDRi states that the recovery of confidence among Hong Kong investors and households lays the foundation for future development

FTSE Straits Times Index

The survey shows that Hong Kong's financial climate is recovering, while Singapore continues to lead

China's economic ambitions hit limits to growth as its national congress meets

Barchart Option

China's economic ambitions hit limits to growth as its national congress meets

The Hong Kong property market remains stable despite Middle East tensions, according to Knight Frank's Wong Siu Kei. He suggests that while the situation may have a short-term psychological impact, the secondary market will be more affected than the primary market. Rising oil prices could lead to inflation, but Hong Kong's interest rates may not align with U.S. trends. The influx of capital is expected to stabilize the market, with developers pricing new properties close to market rates. Monthly transactions for new properties are projected to remain stable at 1,000 to 1,500 units, with over 4,200 new units expected to launch this month.

CoinLive

Hong Kong Property Market Remains Stable Amid Middle East Tensions

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Shanghai stocks retreated from a decade high, with the Shanghai Composite index down 0.07% and the CSI300 Index slipping 0.13%. Hong Kong's Hang Seng Index lost 0.29% amid rising tensions from the Middle East conflict, impacting market sentiment. Defense stocks fell 5.57%, while energy stocks rose 5.85% due to increased oil prices. Analysts noted that the conflict could positively affect China's PPI and warned of potential shipping disruptions. Additionally, talks between Beijing and Washington on investment are underway, with attention on China's upcoming parliamentary meeting for economic targets.

marketscreener

CSI 300

Shanghai stocks retreat from decade high; HK extends losses on Mideast conflict

$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

GEELY AUTO

POP MART

BABA-W

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

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)

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)

DS#HSI RP2803F(54452.HK)

Asia markets set to fall as Middle East war escalates; investors eye China’s ‘Two Sessions’

The Hang Seng Index main futures closed down 0.81% in the overnight session, at 25,448 points. The Hang Seng TECH Index main futures closed down 0.54% in the overnight session, at 4,832 points

Hong Kong convention centre to host more medical, tech, finance, education events

BREAKINGVIEWS-Trump-Xi meeting will be casualty of Iran strikes

The Hang Seng Index falls below 26,000, northbound capital inflow decreases by 62%, metal and mobile phone stocks are sold off