CITIC Securities: China's AI‑related assets are poised for a revaluation, with an optimistic outlook on the Hong Kong stock market's internet sector as it embarks on a convergence‑and‑recovery rally.

A rebalancing of capital flows is steering the market from divergence toward convergence. With earnings bottoming out and the AI narrative gaining traction, we remain bullish on the Hong Kong‑listed internet sector.

Zhitong FinanceJul 19 07:01 ET

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.

cls.cnJul 13 07:51 ET

Wang Yajun of Goldman Sachs: Hong Kong’s full-year IPO fundraising is on track to reach USD 60 billion, setting a new historical high.

Wang Yajun stated that the current rally in Hong Kong-listed AI stocks is driven by structural, long-term bullish trends stemming from AI industry transformation, rather than by the economic cycle.

Zhitong FinanceJul 10 03:20 ET

US Morning News Call | SpaceX Is Set to Join the Nasdaq 100 Index on Tuesday

Moomoo Breakfast USJul 7 07:02 ET

Asian Stocks Set to Gain After Tech-powered US Rally

The Edge MarketsJul 6 19:20 ET

Stocks Rise, Dollar Weakens; U.S. Markets Closed

Dow JonesJul 3 04:28 ET