As the 'longest Spring Festival holiday in history' approaches, the E Fund's Hang Seng Stock Connect Consumer ETF, Hang Seng Consumer ETF, and Huaxia's Hang Seng Stock Connect Consumer ETF have risen this year.

Since the beginning of the year, global markets have undergone a significant shift in investment style. Traditional value assets, often humorously referred to as 'Old Deng assets' by the market, have seen a temporary resurgence. In the US stock market, the change has been almost 'visibly apparent.' Tech giants listed on the Nasdaq, represented by NVIDIA and Microsoft, have experienced high volatility, while the Dow Jones Index, dominated by traditional blue-chip stocks, has unexpectedly hit new all-time highs. A group of traditional value assets, jokingly called 'Old Deng stocks,' have recently taken center stage once again. This stylistic shift has simultaneously influenced Hong Kong and mainland China’s A-share markets. The consumer sector in the A-share market was the first to emerge from its low point, with the liquor index rising five out of six days. Shares of Kweichow Maotai, the leading consumer company, saw a major surge! Over six trading sessions...

Gelonghui FinanceFeb 6 16:27

ETF Market Review | A-share market sees volume decline amid downturn, photovoltaic sector retreats, with the Photovoltaic ETF Index Fund dropping by 5.9%.

Gelonghui, February 5th | The three major A-share indices collectively fell today. By the close, the Shanghai Composite Index dropped by 0.64%, the Shenzhen Component Index fell by 1.44%, the ChiNext Index declined by 1.55%, and the Beijing Stock Exchange 50 Index decreased by 2.03%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.1943 trillion yuan, down 309 billion yuan compared to the previous day, with more than 3,700 stocks declining across the three markets. The entire photovoltaic industry chain plummeted, while the gold and base metals sectors underwent another round of adjustments. Semiconductor and computing hardware concept stocks saw significant declines. Consumer staples performed strongly against the trend, with retail, duty-free shops, film, liquor, and tourism-related sectors all posting gains. In terms of ETFs, Hong Kong consumer stocks showed strong performance in the Stock Connect program.

Gelonghui FinanceFeb 5 15:15

Liquor ETF and Food & Beverage ETF rose against the market trend, while public offering funds reduced their allocation to the food and beverage sector in the fourth quarter.

The three major indices of the A-share market collectively fell today. At the close, the Shanghai Composite Index dropped by 2.48% to 4015 points, the Shenzhen Component Index fell by 2.69%, the ChiNext Index declined by 2.46%, and the STAR 50 Index decreased by 3.88%. The total market turnover amounted to 2.61 trillion yuan, representing a decline of 255.8 billion yuan compared to the previous trading day. Over 4,600 stocks fell, with more than 100 hitting the lower limit. In contrast, the food and beverage sector rose against the trend, with products such as the Liquor ETF, Huabao Food and Beverage ETF, Yinhua Food and Beverage ETF, Food and Beverage ETF Fund, Consumption ETF Hua Xia, and Tianhong Food and Beverage ETF showing gains. From the perspective of fund holdings,

Gelonghui FinanceFeb 2 15:37

Surging Wildly! Capital Floods into These Specialty ETFs

Dear friends, the A-share market will open tomorrow. During the "National Day" holiday, global assets have skyrocketed! The US stock market, Japanese stock market, and gold prices have all reached new historical highs. This year, the global capital market is quietly undergoing a silent flow of funds. A new narrative is driving Chinese assets to lead globally! In the third quarter, six out of the top seven performers in the global major asset classes were Chinese assets, with the other being gold. Technology has become the strongest main theme in the market. A large number of leading technology companies have repeatedly hit new historical highs in their share prices, and related ETFs have experienced explosive growth. The sharpest spear of this rally lies in the themes of "domestic substitution" and "self-reliance" within tech-focused ETFs.

Gelonghui FinanceOct 8, 2025 13:48

Hong Kong ETF Market Development Seminar: Global ETF funds continue to flow into equities, with sub-sectors such as semiconductors and software gaining popularity.

Wu Yuxi stated that, since March and April this year, driven by changes in national policy, there has been an increase in capital inflows into Hong Kong-listed A-share ETFs or related technology stocks. Beyond the broader technology sector, sub-sectors such as semiconductors and software have also gained significant attention.

Zhitong FinanceSep 15, 2025 16:43

ETF Afternoon Review | Semiconductor and AI computing power lead the gains, with the Bosera Innovation Semiconductor ETF rising by 5%, and the Semiconductor Equipment ETF and Communications ETF both increasing by 4%.

Gelonghui, August 28 | The three major A-share indices collectively rose in the morning session. By the lunch break, the Shanghai Composite Index increased by 0.07%, the Shenzhen Component Index rose by 0.56%, the ChiNext Index climbed by 1.26%, and the STAR Market 50 Index surged by 3.67%. The combined trading volume of the Shanghai and Shenzhen markets reached 1.8082 trillion yuan, an increase of 61.9 billion yuan compared to the previous day. Over 1,200 stocks in the market rose. In terms of sector performance, following NVIDIA's earnings report, AI hardware stocks rebounded across the board, and the semiconductor industry chain remained active, with Cambricon Technologies rising over 7% to reach a new high. The sectors leading the gains included photolithography machines, semiconductors, CPO, and satellite communications; while the agriculture, innovative pharmaceuticals, cross-border e-commerce, and education sectors saw the largest declines.

Gelonghui FinanceAug 28, 2025 11:43