JP#TENCTRC2609T

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ASIA STRAT TECH

SUMMI

MANY IDEA CLOUD

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SKYMISSION GP

NICHE-TECH SEMI

KFM KINGDOM

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CHINA CHENGTONG

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- In early March, Tencent engineers offered free installations of "OpenClaw" at their headquarters in Shenzhen, signaling a push towards integrating AI Agents across devices.  
- This initiative, along with similar efforts by companies like Xiaomi, aims to create a continuous demand for computing power by allowing users to execute complex tasks through AI, generating valuable task trajectory data.  
- The rise of local agents marks a significant shift in how users interact with digital services, potentially changing the landscape of the internet and establishing a new era where AI Agents become the primary interface for task completion.

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Tencent Holdings Limited

TENCENT

Alibaba

BIDU-SW

BABA-W

Baidu

Tencent

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

VanEck Semiconductor ETF

E Fund CSI HK Connect Internet ETF

BABA 2x Long Daily ETF - GraniteShares

ChinaAMC Guozheng Semiconductor Chip ETF

iShares Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Yinhua MSCI China A ETF

Krne Csi China Internet

Guotai CES Semiconductor Chip Industry ETF

KraneShares 2x Long BABA Daily ETF

Invesco Semiconductors ETF

Hwabao CSI HK Equities Internet ETF

iShares MSCI China

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Invesco Golden Dragon China

GTJA Allianz SSE STAR Chip Design Thematic ETF

Direxion Semicon Bull 3X

China is stirring up an OpenClaw storm

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The NASDAQ Golden Dragon China Index preliminarily rose by 0.7%, with a cumulative decline of about 4.2% this week. Among popular Chinese concept stocks, GDS rose by 7.5%, JD rose by 6.1%, XPeng, Trip.com, NetEase, and Kingsoft Cloud rose by up to 5.9%, Xiaomi rose by 3%, Meituan and Tencent rose by over 2%, and Alibaba rose by 0.4%. Canadian Solar fell by 3.7%, and Pony.ai fell by 8.5%. In terms of ETFs, KWEB rose by 1.3%, and CQQQ rose by 0.1%

XPENG-W

XIAOMI-W

NASDAQ Golden Dragon China Index

JD-SW

JD LOGISTICS

TRIP.COM-S

GDS-SW

XPeng

MEITUAN

KINGSOFT CLOUD

KraneShares 2x Long JD Daily ETF

Invesco China Tech

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Star investment institutions collectively bet

- The surge in China's electric bike exports, particularly the success of E-bike brand Tenways targeting the European mid-range market, reflects a significant capital influx between 2021 and 2023.  
- Despite reaching a revenue of 60.635 million euros in 2024, Tenways faces challenges including a potential 100 million euro buyback obligation if a public listing is not completed by 2028, alongside struggles to achieve profitability.  
- With increasing competition and a slowdown in sales growth, Tenways' urgent IPO aims to secure funding and navigate the pressures of a rapidly evolving market landscape.

Guotai MSCI China A ESG General ETF

Tenways rushes for Hong Kong stock IPO: Holding the "Chinese brand harvesting the European market" narrative, but not as profitable as earning hard money through OEM?

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According to the Hong Kong Stock Connect data, Tencent saw a net inflow of HKD 2.262 billion, becoming the main stock for southbound capital inflows. WuXi AppTec-B also had a net inflow of HKD 7.72 million. In contrast, Alibaba, SMIC, and Changfei experienced net outflows of HKD 630 million, HKD 598 million, and HKD 333 million, respectively. Overall, the net outflow of southbound capital was HKD 0, with a total transaction amount of HKD 118.502 billion, accounting for 40.48% of the market transaction volume

AASTOCKS

Hwabao WP CSI HK Connect Information Technology Composite ETF

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

Fullgoal CSI HK Equities Internet ETF

Net inflow of HKD 2.262 billion for Tencent through Stock Connect

Hong Kong stocks continued to rise, driven by technology stocks such as Alibaba, Tencent, and Xiaomi, with the Hang Seng Index closing up 1.7% at 25,757 points. Despite increasing market concerns over the Iran war, which led to a decline in U.S. stocks, Dow and Nasdaq futures rose slightly. Northbound trading recorded a net outflow of 2.188 billion yuan, and after adjustments to the Hang Seng Index constituents, CATL and Laopu Gold rose by 2.6% and 3.4%, respectively. The Hang Seng Index has accumulated a decline of 3.3% this week

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The "Market Review" reports that tech stocks lead the rise in Hong Kong stocks, with JD.com stocks dancing and pharmaceutical stocks climbing

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The total short selling amount in the Hong Kong stock market reached HKD 45.23 billion, accounting for 21% of the total shortable stock trading volume of HKD 215.78 billion. The previous day was 18.1%. The top five stocks by short selling amount include: Tencent's short selling ratio of 22.5%, with a short selling amount of HKD 2.72 billion; Alibaba-W's short selling ratio of 18%, with a short selling amount of HKD 1.84 billion; BYD's short selling ratio of 43.8%, with a short selling amount of HKD 1.56 billion; Southern Hang Seng Technology's short selling ratio of 39.6%, with a short selling amount of HKD 1.52 billion; JD Group-SW's short selling ratio of 52.3%, with a short selling amount of HKD 1.49 billion

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The total short selling in Hong Kong stocks for the day was HKD 45.23 billion, accounting for 21% of the turnover of shortable shares

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On March 6th, the Hong Kong stock market's risk appetite warmed up, with all three major indices strengthening, led by the Hang Seng Tech Index which rose by 3.15%. The retail and internet sectors showed strong momentum, with JD-SW leading the surge with a 9.95% increase, while Tencent Holdings had the highest trading volume and closed up by 3.39%. On the macro level, the rebound in PMI and the recovery in exports provided support for the fundamentals. Although the rebound momentum continues, the market is still focused on whether policies and liquidity can help break through previous highs

- The Hong Kong stock market saw overall gains, with the Hang Seng Index closing at 25,757.29 points, up by 1.72%.  
- Notable performances included JD.com surging 9.95% and Tencent gaining 3.39%, while mixed results emerged in specific sectors.  
- Market momentum is supported by improvements in macroeconomic indicators, driving investor confidence and attention towards future policy impacts on risk preferences.

Market Heartbeat

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Hang Seng TECH Index

Hong Kong stocks close | The Science and Technology Index leads with a 3.15% increase, JD rises nearly 10%, and both Tencent and Alibaba rise over 3%

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The Hang Seng Index closed at 25,757 points, up 435 points or 1.7%. The Hang Seng Tech Index reported 4,947 points, up 151 points or 3.2%. The total market turnover was HKD 292.766 billion. Active heavyweight stocks performance: XPeng rose 3.8%, Alibaba rose 3.5%, Tencent rose 3.4%. JD LOGISTICS rose 23%, JD Group rose 10%

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HSTECH ETF

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According to the "All-Day Express," the Hang Seng Index rose by 435 points; the Hang Seng Tech Index increased by 151 points. Xiaomi Group rose by over 3%, Alibaba rose by over 3%, and Tencent rose by over 3%, with strong trading volume

At the Mobile World Congress 2026 in Barcelona, Tencent Cloud announced a partnership with Maxon, a leader in 3D design software. This collaboration aims to combine Tencent Cloud's expertise with Maxon's innovative solutions, showcasing Tencent's commitment to service expansion and Maxon's leadership in design technology. The partnership is expected to foster growth and create new opportunities in the digital landscape.

Unusual Whales

Maxon and Tencent Cloud Partner to push 3D boundaries with Artist First Generative AI

During the trading session, the three major indices of the Hong Kong stock market strengthened collectively, with the Hang Seng Index rising by 1.54% and the Hang Seng Tech Index soaring by 3.06%. In terms of sectors, internet content, retail, and hardware sectors led the gains, with leading stocks such as TENCENT, Alibaba, and XIAOMI showing strong performance, significantly boosting market sentiment. Funds are focusing on macro data and policy guidance, with TENCENT temporarily leading in trading volume at HKD 9.82 billion. As of the time of writing, overall trading volume is well-matched, but attention should still be paid to the pressure above

- Hong Kong's market shows a positive trend with the Hang Seng Index up 1.54% to 25,710.46, while the Hang Seng Tech Index and the Enterprise Index also increased.  
- Key sectors include internet content, retail, and hardware, with significant gains from Tencent, Alibaba, and Xiaomi, attracting increased capital.  
- The focus on macroeconomic data such as PMI, retail figures, and external factors like capital flows is influencing market sentiment and investment strategies.

LB Select

GEELY AUTO

KNOWLEDGE ATLAS

XTALPI

Hong Kong stocks intraday | Three major indices collectively strengthen, with Xiaomi Group and Alibaba leading the gains

The short selling amount in the Hong Kong stock market for half a day was HKD 20.54 billion, accounting for 18.2% of the total turnover of shortable stocks. The main shorted stocks include Tencent, Alibaba, Xiaomi Group, BYD, and JD, with short selling ratios of 16.3%, 16.3%, 19.4%, 37.3%, and 43.5%, respectively

The short selling in the Hong Kong stock market for half a day reached HKD 20.54 billion, accounting for 18.2% of the total turnover of shortable stocks

CLOU

Tencent Cloud plans to sell shares of PB Fintech through a joint transaction, with a total value of approximately 6.9 billion rupees, at a price of 1,435 rupees per share, which is about a 2.6% discount compared to Thursday's closing price of 1,472.80 rupees

Global X Cloud Computing ETF

Tencent Cloud plans to sell approximately USD 75 million worth of PB Fintech shares

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Citigroup's research report points out that the policy reforms of Google Play will benefit Chinese gaming companies, especially Tencent and NetEase. The new fee structure splits the standard in-app purchase service fee from 30% into 20% and 5%, which may improve the gross profit margins of gaming companies. This move may prompt other app stores to follow suit, creating a more favorable environment, particularly positively impacting developers and publishers in the online gaming industry

NETEASE MUSIC

Wedbush ETFMG Video Game Tech ETF

VanEck Video Gaming and eSport ETF

Guotai CSI Animation Game ETF

VanEck Gaming ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Global X Video Games & Esports ETF

ChinaAMC CSI Animation Game ETF

NetEase

"Major Banks" Citigroup: Google Play's billing reform benefits game developers, Tencent and NetEase will benefit

Alibaba, Bytedance, and Tencent are seeking to alleviate the impact of a global memory chip shortage by turning to domestic chipmakers. The companies are in discussions to purchase more DRAM and NAND flash memory chips from two Chinese firms, moving away from reliance on Samsung Electronics and SK Hynix for additional chip supply.

- Tencent, Alibaba, and ByteDance are seeking domestic chipmakers to mitigate the ongoing global memory chip shortage.  
- The companies are negotiating to acquire more DRAM and NAND flash chips from two Chinese manufacturers.  
- Previously, they sought additional supplies from Samsung Electronics and SK Hynix.

Reuters

SPDR S&P Semicon

Guotai CSI Semiconductor Material Equipment Theme ETF

Alibaba, Bytedance And Tencent Are Turning To Domestic Chipmakers To Ease The Pain From A Deepening Global Shortage Of Memory Chips - The Information

Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:

Oracle

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ESTUN AUTOMATION

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SPDR Gold Shares

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CNMC Goldmine

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ZTE Corporation

🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

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Alibaba HK SDR 5to1

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Tencent HK SDR 10to1

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Darrengohi

Total asset size ranks among the top 2% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

I think as the war prolong, the higher risk of oil prices remaining high which will cause inflation to go nuts. It really depends if Trump TACO!

The war will be just another passing storm, just like the many wars that happened since covid19. Ignore the noise and stay focused!

So after Iran is Cuba? Volatile days ahead ..

The global AI chip export control is a clear signal that the US is trying to preserve their dominance over the rest of the world by controlling the access to leading edge technology. This layer of geopolitical fabric veils the certainty for global businesses seeking to employ AI at scale. This would inadvertently drive businesses to diversify and reconsider the use of Chinese alternatives (or a mix of both), especially if both are now equally risky. Right now the Chinese tech companies are undervalued. Would it lead to a renewed and sustained interest in them? We shall sit back and see how it unfold.

US Pentagon says they are prepared for the war to last till September, and with Trump's comments on moving on to Cuba after finishing in Iran, I don't expect stability anytime soon. Sure the market might still be up throughout 2026, but volatility would definitely remain high.

The war balance seems to be tilting towards the US and Israel. The war must end quickly to save both sides of human losses. Even M'sia has entered saying Israel is Islam's common enemy. Does he not know he then also means M'sia is anti-US?

Oil risk premium probably stays elevatedStaying long AI infra and some commodity exposure as a hedge against geopolitical risks.Bulls on AI infrastructure and networking - Precious metals lower margin requirements could boost liquidity and trading activity.

I stick to my defensive stance until the market shows more resilient price action. Until then, I lean defensive. Stay safe!

JP#TENCTRC2609T(68266.HK)

China is stirring up an OpenClaw storm

Tenways rushes for Hong Kong stock IPO: Holding the "Chinese brand harvesting the European market" narrative, but not as profitable as earning hard money through OEM?

Net inflow of HKD 2.262 billion for Tencent through Stock Connect

The "Market Review" reports that tech stocks lead the rise in Hong Kong stocks, with JD.com stocks dancing and pharmaceutical stocks climbing