Commentary

A-Share Rebound Still Awaits Confirmation; Focus on Strong Telecom And Electronics Supply Chains

CSI 300 Falls 0.83% A-shares remain in a rebound attempt, but the major indexes continued to retreat this week, indicating that a confirmed market reversal signal is still pending. The SSE Index(000001) fell 1.07% for the week, slipping back below its 5-day, 10-day, 20-day, 50-day, and 200-day moving averages, and

Hong Kong Equities Slumped Under the Dual Pressure Of Rate Hikes And Geopolitics; Southbound Funds Increased Positions Against the Trend

HSI fell 3.3% Hong Kong equities remained under pressure this week, with both major indices posting sizable declines. The Hang Seng Index(HSI) fell 3.3% for the week, declining for four consecutive sessions from above 25,400 to below 25,000. The Hang Seng TECH Index(HSTECH)dropped 5.45% and is now only 2.14% above

A-Shares in Attempted Rally; Gaming And Film Lead Gains

CSI 300 Falls 1.33% The A-share market remains in an attempted rally phase, but major indices weakened again this week, indicating the rally foundation remains fragile. The SSE Index(000001) fell 0.56% for the week, still slightly above the 50-day moving average but dropping below the 5-day, 10-day, and 20-day moving

Hong Kong Equities Diverged in Range-Bound Trading; Ai And Dividend Themes Stood Out

HSI up 0.26% Hong Kong equities traded in a narrow range this week, with the two major indices diverging. The Hang Seng Index(HSI) rose 0.26% for the week, while the Hang Seng TECH Index(HSTECH) fell 0.77%. The HSI ended modestly higher, supported by favorable domestic policy and continued Southbound inflows,

Hong Kong Equities Stabilized Amid Volatility, With Ai And Defensives Advancing Together

Hang Seng Index down 1.63% Global markets showed divergent performance this week under the combined impact of rising U.S. Treasury yields, AI-sector catalysts, and escalating trade frictions. Hong Kong equities fell first and then stabilized: the Hang Seng Index(HSI) declined 1.63% for the week, while the Hang Seng TECH Index(HSTECH)

A-Shares Attempted a Rebound, With Capital Rotating Across Multiple Themes

CSI 300 down 0.21% This week, China’s A-share market was in a rebound-attempt phase. The market tried to repair, but reversal signals still need further confirmation. Index performance diverged: the SSE Index(000001) rose 1.2% for the week and moved back above its 5-, 10-, 20-, and 50-day moving averages, indicating