DS#HSI RC2810Z

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

Hang Seng Index Futures Open 1.52% Higher at 26,787.44

Significant Rise in Singapore Black Index and Overnight Futures

Hong Kong Monetary Authority's Assessment and Outlook of Hong Kong's Economy

Hang Seng Index Night Futures (February) Up 38 Points

HSI Futures Midday Decline Expands to 1%

Hong Kong Futures Open Up 0.05% at 26820 Points

HSI Ends Two-Day Losing Streak, Rises by Nearly 140 Points

HSI Futures Night Session Closed Up 1.04% at 26,778.91

HKMA Injects HKD 4.73 Billion in Liquidity

Hang Seng Index Futures Feb and Mar Contracts Ended Higher

HSI Futures Open Down 0.45% at 26,383.50 Points

Hang Seng Index Futures Open 1.24% Lower in Day Session

Update on HSCEI Bull and Bear Street Position Distribution

HKC INT'L RTS

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CHINA INFO TECH

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As U.S. President Trump is about to announce the State of the Union address, the Hong Kong stock index opened high at 154 points, reporting 26,745 points. Both Alibaba and Meituan saw their stock prices rise by more than 1%. Real estate stocks showed mixed performance, with New World up 1.3%, while Hang Lung and Cheung Kong experienced slight declines. The three major U.S. stock indices closed higher on Tuesday, with the market optimistic about AI-related stocks, as Anthropic signaled collaboration, boosting software stocks' stability

- U.S. President Trump is set to deliver the State of the Union address, focusing on the positive economic climate and announcing new measures to reduce costs.  
- U.S. stock indices closed positively, with the Dow up 370 points, while several tech stocks, including Anthropic and AMD, saw significant gains due to positive AI and software market signals.  
- In Hong Kong, the government is set to announce a new budget, resulting in mixed movements among real estate stocks, while tech stocks like Alibaba and Meituan experienced upward trends.

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MEITUAN

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KraneShares 2x Long BABA Daily ETF

Hang Seng Index

On the eve of the budget announcement, the Hang Seng Index opened up 154 points, with Alibaba and Meituan rising, while Zhizhu fell nearly 6%｜Hong Kong stock market opens

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U.S. stock markets experienced an upward trend, leading to a rise in Hong Kong ADRs by 236 points or 0.89%, closing at 26,827 points. According to Ming Pao, the immediate month Hang Seng Index futures increased by 204 points, reaching 26,763 points, with a premium of 173 points.

CoinLive

TRACKER FUND

HS HSI ETF-R-D

FI CSOP HSI

FI2 CSOP HSI

ISHARESHSI

CSOP HSI ETF

FL2 CSOP HSI

STOCKS | U.S. Stock Market Rises, Hong Kong ADRs Increase

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This time, insurance capital is not just "passing by," but is prepared to "stay long."

- The insurance capital in China's A-shares market is gradually changing the landscape, particularly through increased allocations to equities.  
- As of the end of 2025, this capital reached 38.48 trillion yuan, driven by premium inflows and investment returns, marking a significant year-on-year increase.  
- Notably, direct stock investments surged to 3.73 trillion yuan, with bonds' dominant position weakening, indicating a shift towards equities and signaling continued growth in 2026.

Wallstreetcn

SSE Index

CSI 300

The "Year-End Blitz" of China's Insurance Capital Giants

Hong Kong's Financial Secretary Paul Chan will present the annual budget aimed at accelerating economic recovery, amidst expectations for new initiatives. The budget will focus on innovation, with investments in intellectual property and urban-rural integration. Despite an anticipated operating surplus, concerns remain about reliance on land sales and geopolitical tensions. Political groups are advocating for expanded tax breaks and relief measures for low-income households. The budget will also align with mainland China's five-year plan, promoting technological self-reliance and business clustering in Hong Kong.

南华早报

Explainer|Can Paul Chan’s budget help Hong Kong’s economy strike a purple patch?

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Since the beginning of this year, the ETF market has shown a pattern of "uneven heat." Despite net outflows from broad-based ETFs, Hong Kong stock-themed ETFs such as the Hang Seng TECH ETF, HK Connect Internet ETF, and HK Connect Innovative Drug ETF have seen net inflows, indicating the market's preference for Hong Kong stock assets and reflecting the current structural allocation logic in the market

China Southern Hang Seng TECH ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

Hang Seng TECH ETF I

ChinaAMC Hang Seng Technology ETF(QDII)

CSOP HS TECH

E Fund Hang Seng SCHK Innovative Drug ETF

E Fund CSI HK Connect Internet ETF

China Universal CNI HK Connect Innovative Drugs Industry ETF

Dacheng Hang Seng Technology ETF(QDII)

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ChinaAMC Hang Seng Internet Technology Industry ETF(QDII)

Hang Seng TECH Index

Fullgoal CSI HK Equities Internet ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

Hang Seng Composite Index

E Fund Hang Seng Technology ETF(QDII)

The ETF market is "uneven," with Hong Kong stock-themed ETFs favored

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The Hang Seng Index main futures closed up 0.77% in the overnight session, at 26,763 points. The Hang Seng TECH Index main futures closed up 1.08% in the overnight session, at 5,319 points

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Asia-Pacific markets showed mixed results as investors reacted to renewed tariff threats from U.S. President Trump and concerns over AI's impact on software companies. Japan's Nikkei 225 rose by 0.8%, while Hong Kong's Hang Seng Index fell by 1.8%. Korea's Kospi reached a record high, driven by a chip rally. China's CSI 300 gained 1%, with the central bank maintaining its loan prime rates. Overall, markets in the region displayed varied performances amid these economic developments.

Baystreet

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Hang Seng ETF

Harvest SSE STAR Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

China Merchants CSI Semiconductor Industry ETF

China Southern Hang Seng ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Harvest CSI All Share Integrated Circuit ETF

Pro Ultrshrt Yen

Asia Mixed as Tariff Threat Revived

China Keeps Key Lending Rates Steady in February

marketscreener

China Keeps Key Lending Rates Steady in February

Asian stock markets showed mixed performance, with some tech stocks declining due to AI-disruption concerns, while semiconductor stocks rose. The Nikkei 225 in Japan increased by 0.9%, driven by tech shares and a weaker yen. In contrast, Hong Kong's Hang Seng Index fell 1.8% amid tech sector weakness. The Shanghai Composite rose 0.9%, and other regional markets like South Korea and Taiwan saw gains. Overall, the MSCI All Country Asia Pacific Index increased by 0.5%.

fidelity

CSOP NIKKEI225

Tech, AI Outlooks Roil But Broadly Lift Asian Stock Markets

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China's Lunar New Year Holiday Box Office Totals 5.75 Billion Yuan

Hang Seng China Enterprises Index

Shenzhen Index

FTSE ST China Index

China's Lunar New Year Holiday Box Office Totals 5.75 Billion Yuan

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Hong Kong Stocks Reverse Gains; Standard Chartered Earnings Miss Estimates

Standard Chartered PLC

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Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

China Merchants CSI BANK AH Price ETF

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

China Southern CSI Banks ETF

Hwabao WP CSI Banks ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

Hong Kong Stocks Reverse Gains; Standard Chartered Earnings Miss Estimates

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China Likely to Aim for Around 5% 2026 GDP Growth, Economist Says

Huatai-PB CSI 300 ETF

Fullgoal SSE Composite ETF

Fortune SG SSE 180 Value ETF

CAM CSI300

ISHARESCSI300

Dacheng SZSE Component ETF

Penghua Hang Seng ETF

E Fund CNI Value 100 ETF

China Likely to Aim for Around 5% 2026 GDP Growth, Economist Says

Hong Kong urges Panamanian government to respect the spirit of contracts, provide a fair and just business environment in accordance with the law

Hong Kong urges Panamanian government to respect the spirit of contracts, provide a fair and just business environment in accordance with the law

$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!

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CSOP A50 ETF-R

CSOP A50 ETF

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Tencent HK SDR 10to1

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Tencent Holdings Limited

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

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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)

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DS#HSI RC2810Z(69820.HK)

On the eve of the budget announcement, the Hang Seng Index opened up 154 points, with Alibaba and Meituan rising, while Zhizhu fell nearly 6%｜Hong Kong stock market opens

STOCKS | U.S. Stock Market Rises, Hong Kong ADRs Increase

The "Year-End Blitz" of China's Insurance Capital Giants

Explainer|Can Paul Chan’s budget help Hong Kong’s economy strike a purple patch?

The ETF market is "uneven," with Hong Kong stock-themed ETFs favored