CICC: Will overseas liquidity face problems?

The rebound to this level is supported by the following factors: 1) High leverage and crowded positions have largely stabilized and been cleared out; 2) Our proprietary AI bubble stress index has improved; 3) Against this backdrop, liquidity has become the focal point likely to drive market dynamics.

CICC InsightsAug 17 17:49

HK Stock Market Alert: Gold Stocks Rally as Fed Rate Hike Expectations Ease and Central Bank Gold Purchases Continue; Deutsche Bank Raises Gold Price Target to $5,100

Gold mining stocks rose collectively. As of press time, Zijin Gold International (02259) was up 5.41% at HK$134.40, and Zhaojin Mining Industry (01818) gained 4.41% to trade at HK$23.68.

Zhitong FinanceAug 17 15:02

Hong Kong Stocks in Focus | Gold stocks rise broadly; Zijin Gold International up 6%, Lingbao and Zhaojin up 3.8%; spot gold breaks above $4,410

Gelonghui, August 17 | Hong Kong-listed gold stocks rallied collectively, led by Zijin Gold International, which rose 6% following its earnings release. China Gold International surged over 4%, while Lingbao Gold and Zhaojin Mining each gained 3.8%. Shandong Gold and China Silver Group rose 3.5%, with Zijin Mining, Tongguan Gold, and Chifeng Gold also posting gains. On the news front, spot gold broke through $4,410 per ounce in early Asian trading, up 0.79% on the day. The recent rise in gold prices is the result of a confluence of factors: geopolitical uncertainties stemming from the Middle East situation and the Russia-Ukraine conflict, along with trade friction risks associated with U.S. tariff policies, have continued to fuel market safe-haven sentiment.

Gelonghui FinanceAug 17 09:45

Deutsche Bank: Central bank gold purchases and ETF inflows drive gold into an "explosive" rally phase

Deutsche Bank believes that the fifth "explosive" rally phase for gold, which began in 2024, is still ongoing. Central bank demand for gold has reached a record high in real USD terms, with approximately half of this demand not reported to the IMF. Global ETF inflows have turned positive again, with Asian buying being particularly prominent. The bank has set its year-end target range for gold at $4,700–$5,100 per ounce, citing the continued expansion of U.S. government debt as the core driver. Current futures positioning remains low, suggesting that the upside potential has not yet been fully priced in.

wallstreetcnAug 16 15:13

Zhitong HK Stock Investment Log | August 14

Hong Kong Stock Market Investment Log | August 14, 2026

Zhitong FinanceAug 14 00:00

Express News | US July PPI YoY +4.7% Vs +4.9% Forecast, Prior +5.5%

BreakingsAug 13 20:30