Hong Kong Market Midday Review | All three major indices declined, with the Hang Seng Tech Index down 1.42%; tech and internet stocks weakened, Baidu fell nearly 9%; PCB-related stocks and oil equities rose, with Kingboard Laminates up nearly 8% and Petro
Tech and internet stocks declined, with Baidu Group-SW down 8.84% and SenseTime-W down 5.26%; smartphone supply chain stocks broadly fell, with Hua Hong Hongli down 5.98%, while Kingboard Group rose 3.87%; oil stocks strengthened, with PetroChina up 3.35% and CNOOC up 2.34%;
Futu Morning Brief | Renewed Middle East conflict fuels inflation concerns; AI chip stocks slump, dragging down equities; Apple shares hit new highs amid retreat from computing power arms race; CPI and Waller in focus tonight
On July 13 local time, U.S. President Trump told the media at the White House that he still believes the United States and Iran could reach an agreement, saying, 'Iran wants to reach a deal and has re-engaged with the U.S.'
Redemptions hit pause as non-money ETFs see net inflows against the trend—where are the funds flowing?
① Amid heightened volatility, capital is rotating within the technology sector, shifting toward segments such as semiconductor equipment; ② Satellite communications and robotics have also attracted investment, and the broker sector—still undervalued—has seen significant capital inflows; ③ Regarding the current AI-driven market rally, some mutual fund managers believe trading has become more challenging, yet opportunities still outweigh risks.
Express News | Li Qiang chaired a symposium with experts and entrepreneurs on the economic situation: comprehensive policy measures should be implemented to unlock the potential of domestic demand and accelerate the cultivation of new drivers of consumption.
Zhang Yidong’s Latest Insights Following Silicon Valley Research Trip: The AI Era Is Far From Over, and Opportunities Will Radiate Outward from 'Light'
In Zhang Yidong's view, the current Chinese equity market—including the AI-related rally—has undergone sufficient adjustment and is now entering a window for left-side positioning. Going forward, investment opportunities in AI will continue to expand from the 'light'-based computing power segment into a broader range of related fields.
Hong Kong Market Snapshot | The three major indices moved mixed, with the Hang Seng Tech Index down 0.96%; most PCB concept and semiconductor stocks declined, with Kingboard Group falling over 19% and GigaDevice dropping more than 15%; auto stocks weakene
Technology and internet stocks were mixed, with SenseTime Group down 5.67% and JD.com up 2.72%; smartphone supply chain stocks weakened, with Kingboard Holdings falling 19.18% and Hua Hong Hongli declining 7.12%; solar and photovoltaic stocks mostly declined, with JinkoSolar Holding down 18.53%, while Times Digital rose 8.64%.