Commentary

A-Shares Continue to Rebound With Tech And Financial Sectors Leading the Charge

CSI 300 Rises 2.37% This week, A-shares continued their upward trend, with major indices generally closing higher, trading volumes moderately increased compared to last week, market sentiment remained positive, and there was a certain willingness to chase gains among funds. The SSE Index(000001) rose 1.70% for the week, with weekly

The Southbound Inflow Via the Hk-China Stock Connect Hit a Record High With a Single-Day Net Purchase Of Hkd 35.875 Billion

Hang Seng raised 1.7% This week, the Hong Kong stock market extended its “rise-then-pullback” pattern, with the Hang Seng Index(HSI) up 1.7% and the Hang Seng Tech Index(HSTECH) up 1.5%. In the first half of the week, supported by a 90-day extension of China–U.S. tariff suspensions, lower-than-expected U.S. July CPI

A-Shares Show Structural Market Rally

CSI 300 Rises 1.23% This week, A-shares maintained a “rebound attempt” status with most indices closing higher, improving market sentiment, albeit trading volume slightly decreased compared to the previous week, indicating that capital’s willingness to chase gains remains cautious. The SSE Index(000001) rose 2.11% for the week, just 1.07% away

In the First Half Of the Week, Interest Rates Rose, but in the Second Half, Tariffs Triggered a Pullback

Hang Seng raised 1.4% This week, the market showed a pattern of initial gains followed by a pullback, with the Hang Seng Index(HSI) rising 1.4%, although it failed to successfully reclaim the 25,000-point level. The Hang Seng Tech Index(HSTECH) gained 1.2%. In the first half of the week, U.S. non-farm

A-Share Market Attempts a Rebound; Structural Opportunities Emerge With Policy Support

CSI 300 Down 1.75% This week, the A-share market maintained a “rebound attempt” pattern, with index movements generally weak, reflecting that the current market sentiment remains cautious. The SSE Index(000001) fell by 0.94% for the week, although under short-term pressure, the index has risen 32.36% from its one-year low, moving

The Combined Release Of Three Pressures: “Policy Expectation Mismatch, External Liquidity Tightening, And Weak Economic Data.”

Hang Seng fell 3.5% This week, the Hong Kong stock market experienced a “rally-then-pullback” pattern, with the Hang Seng Index(HSI) falling by 3.5%, losing the 25,000-point support level. The Hang Seng Tech Index(HSTECH) dropped by 4.9%. The Politburo meeting of the Communist Party of China this week analyzed the current