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?

cls.cnJul 16 11:53

Trip.com has entered into a global partnership with Seat Unique Group, bringing events such as Formula 1 and the English Premier League to the Trip.com platform.

Gelonghui, July 15 | Trip.com Group and Seat Unique Group, a premium platform for sports, entertainment, and cultural experiences, have announced a global partnership. Official rights and VIP packages for world-class live events—including Formula 1, the English Premier League, and major music tours—will progressively become available on the Trip.com platform.

Gelonghui FinanceJul 15 10:30

Trip.Com Group Ltd. (09961.HK): Sector Headwinds Await Dissipation; Antitrust Enforcement Emerges as Key Variable

Q1 performance remained solid, with revenue growth continuing to outpace profit growth. In Q1 2026, the company reported revenue of RMB 16.2 billion, up 17.2% year-over-year, and Non-GAAP attributable net profit of RMB 3.9 billion, slightly down from RMB 4.2 billion in the same period last year.

Guosen SecuritiesJul 14 16:17

Goldman Sachs: Chinese equities show 'rotation signals,' with A-share hard-tech stocks still favored and H-share internet firms seeing earnings recovery.

Goldman Sachs’ latest China strategy maintains its tactical preference for A-shares over H-shares and hard tech over soft tech, but has started paying attention to the recovery potential of large-cap H-share internet stocks following their valuation adjustments. The key to sustained H-share rebounds lies not in valuations but in earnings: losses from internet subsidies and AI-related capital expenditures continue to weigh on profits. China’s AI sector as a whole is not viewed as a bubble, though signs of localized overheating have emerged in semiconductors and certain A-share hard tech segments.

wallstreetcnJul 13 10:34

Tech and internet stocks continued their recent rebound, as Hong Kong-listed internet giants aggressively implemented AI initiatives, with the Hang Seng Tech Index trading near its lowest valuation in the past decade.

July 10 — Hong Kong-listed tech stocks continued their recent rebound. As of the time of writing, Xiaomi rose nearly 3%, JD.com gained over 3%, Alibaba Group Holding Limited increased by nearly 3%, Kuaishou Technology rose more than 2%, and Baidu, Inc. climbed nearly 2%.

Zhitong FinanceJul 10 13:48

Hong Kong Stock Market Movement | Tourism-related stocks extend gains as the 15th Five-Year Plan for Building a Strong Tourism Nation is unveiled, setting clear development targets for 2030

Shares of tourism-related companies extended their gains. As of the time of writing, Tongcheng Travel (00780.HK) rose 5.21% to HK$12.93; Trip.com Group Limited (09961.HK) gained 2.63% to HK$327.80; China Tourism Group Duty Free Corporation Limited (01880.HK) increased by 2.45% to HK$47.66; and China Travel International Investment Hong Kong Limited (00308.HK) climbed 1.9% to HK$1.07.

Zhitong FinanceJul 8 15:46