GJ#HSI RC2810Q

HSF Night Session Closes Up 1.60% at 25,534.08

HSI Futures Open 1.03% Lower at 25,389.93

S&P Global: Hong Kong PMI Rises to 53.3 in February

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

KONG SUN HOLD

INFINITIES TECH

CH NETCOMTECH

CH CITY INFRA

PERFECT OPT

E&P GLOBAL

DIWANG IND H

MANY IDEA CLOUD

CN SCI-TECH IND

CHINA WACAN

00HSI

The Census and Statistics Department of the Hong Kong Special Administrative Region Government announced the port cargo throughput data for the fourth quarter of 2025 on March 5. The port cargo throughput in that quarter increased by 1.1% year-on-year, reaching 44.8 million metric tons. The cargo arriving at the port decreased by 6.0% year-on-year, totaling 25.6 million metric tons; the cargo departing from the port increased by 12.3%, reaching 19.2 million metric tons. The total port cargo throughput for the entire year of 2025 decreased by 4.0% year-on-year, amounting to 169.6 million metric tons. After seasonal adjustment, the port cargo throughput in the fourth quarter increased by 9.9% quarter-on-quarter

- On March 5, 2026, the Hong Kong government reported the statistics for the fourth quarter of 2025 regarding shipping and port cargo.  
- The total port cargo throughput rose by 1.1% year-on-year to 44.8 million tons, while the full year experienced a decline of 4.0% to 169.6 million tons.  
- Notable changes included a drop in incoming cargo from countries like Chile and Korea and an increase in outgoing cargo mainly to mainland China and Australia.

Zhitong

Hang Seng Index

In the fourth quarter of 2025, Hong Kong's port cargo throughput increased by 1.1% year-on-year, reaching 44.8 million metric tons

03750

02800

03037

07300

07500

07200

03115

02846

513600

Hong Kong Stocks End Mixed as Investors Assess China Growth Target; CATL Gains on AI Push

marketscreener

CATL

TRACKER FUND

CSOP HSI ETF

FI CSOP HSI

FI2 CSOP HSI

FL2 CSOP HSI

ISHARESHSI

ISHARESCSI300

China Southern Hang Seng ETF

Hong Kong Stocks End Mixed as Investors Assess China Growth Target; CATL Gains on AI Push

159920

Hong Kong's financial regulatory authority has launched the GenA.I. Sandbox ++, aimed at promoting innovation in artificial intelligence within the financial services sector. This sandbox covers multiple areas including banking, securities, and asset management, focusing on risk management, anti-fraud, and customer experience. Participating institutions can receive regulatory guidance and technical support, utilizing the AI supercomputing resources of Cyberport to develop and test AI applications, such as intelligent customer service and fraud detection systems. The president of the Monetary Authority stated that this initiative will drive the application of AI in Hong Kong's financial ecosystem, enhancing service quality and operational efficiency

AASTOCKS

ChinaAMC Hang Seng ETF

The local regulatory authority has launched the GenA.I. sandbox ++ to promote AI innovation in the financial services sector

000300

STECH

03033

The Hang Seng Index closed at 25,321 points, up 71 points or 0.3%. The Hang Seng TECH Index reported 4,796 points, down 33 points or 0.7%. The total market turnover was HKD 321.872 billion. Among the actively traded blue-chip stocks, Alibaba fell 2.8%, Meituan dropped 1.2%, and Tencent decreased 0.8%; HKEX and Xiaomi Group each rose 0.6%. JD Health fell 6.2%, while AIA rose 5.1%. West China Cement dropped 26.6%, and SH Electric rose 15.8%. KINETIC DEV reached a new high, rising 8.7%

CSI 300

Hang Seng TECH Index

HKEX

KINETIC DEV

WESTCHINACEMENT

MEITUAN

Alibaba

XIAOMI-W

Xiaomi Corporation

JD HEALTH

BABA-W

Tencent Holdings Limited

Meituan

TENCENT

SH ELECTRIC

CSOP CSI300

KraneShares 2x Long BABA Daily ETF

XL2CSOPHSTECH

BABA 2x Long Daily ETF - GraniteShares

FI2CAMNDQ100

CSOP HS TECH

The Hong Kong Economic Journal reported that the Hang Seng Index closed at 25,321 points, up 71 points; the Hang Seng TECH Index closed at 4,796 points, down 33 points. JD HEALTH fell over 6%, while KINETIC DEV reached a new high with strong trading volume

520920

01072

03032

513130

The Hang Seng Index closed up 0.44%, while the Hang Seng TECH Index closed down 0.36%. Dongfang Electric and Shanghai Electric rose over 15%, MINIMAX rose over 9%, and INNOSCIENCE rose over 7%; Western Cement fell over 26%, Shandong Molong and Sinopec Oilfield Service fell over 11%

Wallstreetcn

Tianhong Hang Seng TECH ETF(QDII)

DONGFANG ELEC

ChinaAMC Green Electricity ETF

MINIMAX-WP

HSTECH ETF

Shanghai Electric

Bosera CSI All Share Electric Utilities ETF

GF CSI All Share Power Public Service ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

INNOSCIENCE

E Fund CSI Green Power ETF

DEC.LTD

The Hang Seng Index closed up 0.44%, with the energy and AI sectors leading the gains

The research department of Zhongyuan Real Estate pointed out that this week's Zhongyuan Valuation Index (CVI) is 86.01 points, down 0.7 points from last week, reflecting the impact of the fiscal budget. Although the index ended two consecutive weeks of increase, it still remains above 60 points, indicating that the upward trend in housing prices remains unchanged. The tensions in the Middle East and fluctuations in the Hang Seng Index have not affected the property market, and developers are actively promoting new projects, keeping the market atmosphere positive

In the "Hong Kong Property" Centaline Valuation Index (major banks) CVI fell by 0.7 points weekly, indicating that the direction of property prices remains unchanged

36Kr has learned that as of now, the net selling amount of southbound funds has exceeded HKD 25 billion

36Kr

The net selling amount of southbound funds exceeded HKD 25 billion

02837

03088

03067

Southbound funds today (5th) saw a net outflow exceeding 20 billion yuan, with the latest net outflow at 20.058 billion yuan. The Hang Seng Index opened 334 points higher, initially rising 487 points to a high of 25,736 points, but later dipped 12 points to a low of 25,236 points in the afternoon, currently reported at 25,369 points, up 120 points or 0.48%, with a turnover of 279.5 billion yuan. The Hang Seng Tech Index fell 19 points or 0.4%, reported at 4,810 points

GX HS TECH

CAM HS TECH

ISHARESHSTECH

Southbound funds net outflow of 20 billion yuan in the afternoon, Hang Seng Index rises by 120 points

The net selling amount of southbound funds reached HKD 20 billion

000001

399001

The government work report pointed out that the economic work plan for 2023 will focus more on long-term planning and economic transformation, emphasizing quality over quantity. The growth target has been adjusted to 4.5%-5%, reflecting the importance placed on high-quality development. Major project layouts will focus on new industries and technological breakthroughs, while livelihood projects and green low-carbon initiatives will also receive attention. Industrial deployment will be advanced through the optimization of traditional industries and breakthroughs in future industries, aiming to enhance the quality and efficiency of economic growth

- The government's work report for the start of the "15th Five-Year Plan" emphasizes long-term economic planning and transformation, shifting focus from quantity to quality.  
- The new growth target range of 4.5%-5% signals acceptance of temporary slowdowns to foster high-quality development, while significant investments in new industries and green projects support this shift.  
- Fiscal and monetary policy coordination is crucial, prioritizing direct fiscal action to stimulate effective demand and enhance macroeconomic stability.

SSE Index

Shenzhen Index

Government Work Report: What new ideas are there in the first year?

07552

The Hang Seng Index and Hang Seng Tech Index experienced fluctuations during Thursday's trading, initially rising over 1.5% before turning to losses, indicating unstable market sentiment. The Hang Seng Tech Index has retreated over 20% since its peak in October 2025, entering bear market territory. Analysts attribute the sustained pressure on the tech sector to global geopolitical risks and high stock price volatility among heavyweight internet companies. Despite ongoing corrections, some capital is still flowing into Hong Kong tech assets, suggesting differing market views on long-term recovery.

TradingKey

XI2CSOPHSTECH

HSCEI ETF

Hang Seng and Hang Seng Tech Index Turn Lower Intraday, Rose Over 1.5% in Morning, May Have Entered Technical Bear Market

510030

000008

510050

159263

159919

510300

China sets a lower economic growth target of 4.5% to 5% for 2026 as challenges loom

Barchart Option

Fortune SG SSE 180 Value ETF

Conglomerates Index

ChinaAMC China 50 ETF

E Fund CNI Value 100 ETF

Harvest SZSE SME-ChiNext Composite 300 ETF

Huatai-PB CSI 300 ETF

China sets a lower economic growth target of 4.5% to 5% for 2026 as challenges loom

Southbound funds had a net outflow exceeding 10 billion yuan in the afternoon, with the latest net outflow at 11.029 billion yuan. The Hang Seng Index opened 334 points higher, initially rising 487 points to a high of 25,736 points, but the gains narrowed significantly in the afternoon, closing at 25,268 points, up 18 points or 0.07%, with a turnover of 220.5 billion yuan. The Hang Seng Tech Index fell 55 points or 1.15%, reporting at 4,773 points

China Universal Hang Seng Technology ETF(QDII)

ISHARESHSI-R

ISHARESHSI-U

Net outflow of southbound funds in the afternoon amounted to 11 billion yuan, and the Hang Seng Index's gains narrowed

The Hang Seng TECH Index turned negative after rising more than 1.5% in the early session, while the Hang Seng Index's gain narrowed to 0.95%, having risen nearly 2% in the early session

512000

512800

515020

The Hang Seng Index opened 334 points higher this morning, with a maximum increase of 487 points, and only rose 210 points at midday, with a transaction amount of HKD 164.1 billion. Financial stocks led the rise, with HSBC and AIA increasing by 3.1% and 4% respectively. Alibaba and Meituan fell against the trend, dropping by 1.2% and 1.7% respectively. China National Pharmaceutical Group rose by 6%, receiving a favorable outlook from Bank of America, with the target price raised to HKD 8.9. Power equipment stocks performed strongly, with NE Electric soaring by 24%. A report from CICC pointed out that the aging power grid facilities in Europe and the United States have increased the risk of power outages, and domestic power equipment is expected to benefit

Stheadline

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI Banks ETF

ChinaAMC CSI Banks ETF

China Merchants CSI BANK AH Price ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

HSBC Holdings plc ADRhedged

Guotai CSI All Share Investment Banking & Brokerage ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

China Southern CSI Banks ETF

NE ELECTRIC

HSBC

The Hang Seng Index surged and then retreated, rising only 210 points in half a day, with HSBC and other financial stocks leading the gains. Power equipment stocks soared, with NE ELECTRIC rising 24%｜Hong Kong stocks open

$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

Hang Seng TECH ETF I

GEELY AUTO

POP MART

Li Auto

TENCENT-R

Tencent HK SDR 10to1

Tencent

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 HK SDR 2to1

$XTALPI(02228.HK)$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)

GJ#HSI RC2810Q(60341.HK)

In the fourth quarter of 2025, Hong Kong's port cargo throughput increased by 1.1% year-on-year, reaching 44.8 million metric tons

Hong Kong Stocks End Mixed as Investors Assess China Growth Target; CATL Gains on AI Push

The local regulatory authority has launched the GenA.I. sandbox ++ to promote AI innovation in the financial services sector

The Hong Kong Economic Journal reported that the Hang Seng Index closed at 25,321 points, up 71 points; the Hang Seng TECH Index closed at 4,796 points, down 33 points. JD HEALTH fell over 6%, while KINETIC DEV reached a new high with strong trading volume

The Hang Seng Index closed up 0.44%, with the energy and AI sectors leading the gains