UB#SENTMRP2708A

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

06869

00016

01898

02269

00020

03986

01055

06809

00670

00753

YOFC(06869) rose 10.06%, with a trading turnover 9.1 Billion HKD, and a year-to-date rose 187.8%. SHK PPT(00016) rose 7.12%, with a trading turnover 2.3 Billion HKD, and a year-to-date rose 54.2%. GIGADEVICE(03986) fell 7.89%, with a trading turnover 559.3 Million HKD, and a year-to-date rose 142%. CHINA SOUTH AIR(01055) fell 5.01%, with a trading turnover 189.8 Million HKD, and a year-to-date rose 1%.

- The Hang Seng Index increased by 0.95%, with a year-to-date rise of 3.9%, while the Hang Seng Tech Index rose by 0.56%, but is down 6.9% for the year.  
- Changfei Fiber Optics (06869) surged 10.06% with a trading volume of 9.1 billion HKD, marking a yearly gain of 187.8%.  
- In contrast, Zhaoyi Innovation (03986) fell by 7.89% despite a 142% year-to-date increase, and China Southern Airlines (01055) dropped 5.01% with only a 1% gain this year.

Top Gainers & Losers

YOFC

SHK PPT

CHINA COAL

WUXI BIO

SENSETIME-W

GIGADEVICE

CHINA SOUTH AIR

MONTAGE TECH

CHINA EAST AIR

AIR CHINA

Top 5 HK Stock Gainers/Losers (>100B) (2.27)

MCHI

02026

601869

HSAI

02525

The MSCI China Index will undergo a constituent adjustment after the market closes on the 27th, adding 37 stocks including Hesai, PONY-W, SENSETIME, and YOFC, while removing 16 stocks. Hesai's stock price rose 3.4% to 217.6 yuan, PONY-W rose 6.8% to 115 yuan, SENSETIME rose 4.1% to 2.54 yuan, and YOFC rose 7.9% to 145.9 yuan

AASTOCKS

iShares MSCI China

PONY-W

Hesai

HESAI-W

SenseTime, YOFC, and Hesai rose over 3% to 7% after the market closed and will be included in the MSCI China Index

07500

07300

07200

03033

Hong Kong's technology stocks have shown continued strength, with SenseTimesurging over 7% and Bilibilirising more than 3%. According to Jin10, other major players like Tencent Holdingsand Meituanalso experienced gains, contributing to the positive momentum in the sector.

CoinLive

FI2 CSOP HSI

FI CSOP HSI

FL2 CSOP HSI

CSOP HS TECH

Bilibili

TENCENT

BILIBILI-W

MEITUAN

Hong Kong Tech Stocks Rally as SenseTime and Bilibili Lead Gains

STECH

02015

00HSI

01698

09868

The Hang Seng Index opened up 0.25%, and the Hang Seng TECH Index rose 0.15%. SenseTime increased by over 4%, Tencent Music rose by over 3%, and Trip.com, XPeng, and Li Auto all rose by over 1%

Wallstreetcn

Hang Seng TECH Index

Tencent Music

LI AUTO-W

Hang Seng Index

TME-SW

XPENG-W

00100

02513

159998

Zhipu AI has introduced its advanced GLM-5 large-language model, leading to a substantial increase in Chinese AI stocks. According to NS3.AI, Zhipu AI shares surged by 30%, while MiniMax and SenseTime also experienced significant stock gains following updates to their AI models. This reflects growing investor enthusiasm in the sector. Despite the positive momentum, there is some caution regarding a potential market correction due to broader macroeconomic uncertainties.

MINIMAX-WP

KNOWLEDGE ATLAS

Tianhong CSI Computer Theme ETF

Zhipu AI's GLM-5 Launch Spurs Rally in Chinese AI Stocks

01072

01876

00992

03690

09999

09961

KNOWLEDGE ATLAS(02513) rose 28.68%, with a trading turnover 2.6 Billion HKD, and a year-to-date rose 246%. GIGADEVICE(03986) rose 20.95%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 121%. BUD APAC(01876) fell 5.21%, with a trading turnover 245.6 Million HKD, and a year-to-date rose 3.2%. LENOVO GROUP(00992) fell 4.56%, with a trading turnover 2.3 Billion HKD, and a year-to-date fell 2.8%.

DONGFANG ELEC

BUD APAC

LENOVO GROUP

NTES-S

TRIP.COM-S

Top 5 HK Stock Gainers/Losers (>100B) (2.12)

512690

After rising for three consecutive trading days, Hong Kong stocks fell, with the Hang Seng Index down 233 points, closing at 27,032 points. Budweiser APAC's stock price fell by 5.2%, Lenovo Group's stock price dropped by 4.6%, and NetEase fell by 4.1%. Technology stocks such as Alibaba and Tencent also experienced declines. Premier Li Qiang mentioned promoting AI technology innovation, and SenseTime's stock price rose against the trend by 6.8%

Penghua CSI Alcoholic Drink ETF

"Hong Kong Stocks" The Hang Seng Index fell 233 points throughout the day, Budweiser APAC dropped over 5%, and KNOWLEDGE ATLAS surged nearly 30%

520920

09899

02390

Hong Kong's artificial intelligence stocks exhibited varied performance during afternoon trading. According to Jin10, Zhihusurged over 37%, while MINIMAX-WPincreased by more than 17%. Additionally, Fubo Grouprose over 11%, and both Kingsoft Cloudand SenseTimeclimbed over 6%. Conversely, Cloud Musicfell by more than 10.5%, Lenovo Groupdropped over 5%, and both Kingdee Internationaland Meituandeclined by over 4.5%, with Meitunearing a 4% decrease.

Tianhong Hang Seng TECH ETF(QDII)

Kingsoft Cloud

NETEASE MUSIC

Zhihu

ZHIHU-W

Meituan

Hong Kong AI Stocks Show Divergent Trends in Afternoon Trading

02359

MPNGY

603259

The Hong Kong stock market was under pressure in the morning session, with the Hang Seng Index down 242 points, closing at 27,023 points. The National Index fell by 89 points, and the Hang Seng Tech Index dropped by 92 points. Technology stocks generally declined, with Trip.com, Meituan, and NetEase experiencing significant losses. SenseTime rose 5.2% against the trend. Market expectations for a Federal Reserve rate cut have cooled, leading to a slight decline of 66 points in the Dow Jones Industrial Average

WUXI APPTEC

WuXi AppTec

NetEase

"Hong Kong Stocks" Hang Seng Index fell 242 points in the half-day, with technology investment stocks leading the decline, while domestic property and WuXi AppTec stocks performed well

520690

159837

The Hang Seng Index rose 82 points (0.3%) to close at 27,266, marking its third consecutive gain, driven by broad sector advances and positive sentiment from China's central bank's commitment to boost domestic demand. However, concerns over industrial overcapacity and weak consumption led to a trimming of morning gains. Notable stock movements included Hesai Group (+6.4%), SenseTime (+2.9%), and WuXi Biologics (+3.6%), while SMIC fell 2.7% amid industry concerns.

- The Hang Seng Index rose 82 points, or 0.3%, to close at 27,266, continuing its upward trend amid broad sector gains.  
- The market was buoyed by China's central bank's commitment to support domestic demand, although concerns about industrial overcapacity and weak consumption dampened morning gains.  
- Hesai Group and SenseTime saw significant increases after being added to the MSCI China Index, while SMIC experienced a decline following fears of an AI-driven memory chip shortage.

Trading Economics

Bosera Hang Seng SCHK Innovative Drug Select ETF

E Fund CSI Biotechnology Theme ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Huaan Hang Seng Biotech ETF

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

China Southern Hang Seng Biotech ETF(QDII)

Guotai CSI Bio-medicine ETF

China Merchants CSI Biotechnology Theme ETF

E Fund Hang Seng SCHK Innovative Drug ETF

Hang Seng Trims Gains at Close

512380

03660

159621

00552

CICC released a report stating that the MSCI China Index will adjust its constituent stocks on February 27, adding 37 stocks and removing 16, bringing the total number of constituent stocks to 581. The newly added stocks include SENSETIME-W and YOFC, while those removed include QFIN-S and CHINACOMSERVICE. The adjustments will affect the weight of the constituent stocks, with weights for SENSETIME and YOFC increasing, while Tencent and Alibaba will see a decrease in their weights. It is expected that SENSETIME and others will attract an inflow of $422 million

Yinhua MSCI China A ETF

QFIN-S

Guotai MSCI China A ESG General ETF

CHINACOMSERVICE

In "Major Banks," China International Capital Corporation lists the predicted changes in fund flows for stocks with significant increases and decreases in weight due to the quarterly review of the MSCI China Index (Table)

PONX

SOXX

588170

Shares of Hesai Group, Pony AI, and SenseTime rose after their addition to the MSCI China Index. The index's February review added 37 companies, primarily A-shares, effective February 27, while removing 16, including Great Wall Motor and China Vanke. Hesai's shares increased by 7.1% to 214.40 HKD, Pony AI by 2.5%, and SenseTime by 2.5%. The added companies are mainly in advanced technology sectors, such as semiconductors and AI, which are strategically important to Beijing.

- Hesai Group, Pony AI, and SenseTime saw share price increases after their inclusion in the MSCI China Index as part of the February review.  
- The MSCI China All Shares Index will add 37 companies, primarily A-shares, effective February 27, while removing 16 firms from traditional sectors.  
- The newly added companies focus on advanced technologies such as semiconductors, AI, and renewable energy, highlighting Beijing's strategic emphasis on these industries.

MorningStar

Tradr 2X Long PONY Daily ETF

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

Pony AI

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Hesai, Pony AI's Shares Rise After Being Added to MSCI China Index

🚀 Who do you think is foreign capital’s top choice for investing in China‘s AI?With the Chinese AI sector heating up, all eyes are on where foreign capital is flowing. Is the smart money on computing infrastructure, full-stack technology, or hardware independence?Alibaba $Alibaba(BABA.US)has drawn renewed interest from Cathie Wood’s Ark Invest, betting on its massive AI infrastructure plan (exceeding 380 billion yuan) and its new collaboration with NVIDIA $NVIDIA(NVDA.US)on “Physical AI.” Baidu $Baidu(BIDU.US)is favored for its integrated capabilities from chips to models. Meanwhile, Tencent’s industrial AI, SMIC’s role in chip sovereignty, and SenseTime’s vision expertise present compelling alternative bets.$SMIC(00981.HK)$TENCENT(00700.HK)$Tencent(TCEHY.US)$SENSETIME-W(00020.HK)

UB#SENTMRP2708A(59406.HK)

Top 5 HK Stock Gainers/Losers (>100B) (2.27)

SenseTime, YOFC, and Hesai rose over 3% to 7% after the market closed and will be included in the MSCI China Index

Hong Kong Tech Stocks Rally as SenseTime and Bilibili Lead Gains

The Hang Seng Index opened up 0.25%, and the Hang Seng TECH Index rose 0.15%. SenseTime increased by over 4%, Tencent Music rose by over 3%, and Trip.com, XPeng, and Li Auto all rose by over 1%

Zhipu AI's GLM-5 Launch Spurs Rally in Chinese AI Stocks