Hong Kong-listed tech giants may be entering a golden period for 'catch-up gains'! Institutions say portfolio rebalancing is driving the rebound.
① How long can the rally driven by 'capital reallocation' last? ② How do institutional investors view the market outlook ahead?
Hong Kong Market Compass | Tech stocks drive continued rebound; institutions see opportunities in AI-themed equities following adjustments
① With internet stocks driving a sustained rebound, how do institutional investors view the shift in market style? ② Institutions remain optimistic about opportunities in the AI theme following its recent correction—what signals should investors watch for?
Zhitoong Hong Kong Connect Active Trading | July 16
Stock Connect Active Trading | July 16, 2026
Fund Flows | Southbound capital has been accumulating Alibaba for nine consecutive days, while AI hardware stocks faced concentrated selling pressure.
Track the latest developments of southbound capital flows.
Hong Kong Stocks End Higher on Strength in Tech -- Market Talk
Hong Kong Market Midday Commentary | All three major indices rose, with the Hang Seng Tech Index gaining over 3%; tech and internet stocks advanced, Xiaomi and Kuaishou up more than 6%, and Meituan climbing over 5%; new energy vehicle and new consumption
Technology and internet stocks rose across the board, with Xiaomi Group-W up 6.26% and Kuaishou-W up 6.26%; semiconductor stocks declined, with Montage Technology down 17.15% and OmniVision Technologies up 8.35%; gold mining stocks rose uniformly, with Zhufeng Gold up 13.10% and Zijin Mining International up 5.65%;