HK ETF Daily: Gold Miners Surge 8%! China Semiconductors Stage Strong Counterattack; Liquor and High-Yield Plays Under Pressure Again — 20260805
NewTimeSpace (newtimespace.com) reports: On August 5, 2026, the HK ETF market showed a pattern in which technology-resource directions — gold miners, China semiconductors, STAR 50, and Taiwan/Korea — rallied across the board, while defensive plays such as liquor, high-yield dividend, and central-SOE dividend pulled back modestly, with the technology-growth style outperforming for two consecutive days.
The gold miner and China semiconductor themes were strong on the day. E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 8.00%, leading all gainers; Global X China Semiconductor ETF (3191.HK) rose 7.06%, after the product had fallen 7.74% in the prior trading session; Global X China Little Giant ETF (2815.HK) rose 5.95%; CSOP STAR 50 Index ETF (3109.HK) rose 5.16%; Premia China STAR50 ETF (3151.HK) rose 4.97%, after having fallen 5.34% in the prior session; Samsung Bloomberg Global Semiconductor Etf (3132.HK) rose 4.56%; E Fund (Hk) Solactive Asia Semiconductor Select Index Etf (3486.HK) rose 4.48%; Xtrackers MSCI Taiwan UCITS ETF (3036.HK) rose 4.36%; Bosera STAR 50 Index ETF (2832.HK) rose 4.31%; and Xtrackers MSCI Korea UCITS ETF (2848.HK) rose 4.14%. Overall, the gold miner, China semiconductor, and STAR 50 directions formed a strong coordinated oversold-rebound effect, with all top-10 gainers rising more than 4.1%.
HK ETF Top 10 Gainers |
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|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
2824.HK |
E Fund (HK) Solactive Global Gold Miner Select Index ETF |
8.00 |
-- |
E Fund Management (Hong Kong) Co., Limited |
|
2 |
3191.HK |
Global X China Semiconductor ETF |
7.06 |
FactSet China Semiconductor Index (Net Total Return) |
Mirae Asset Global Investments (Hong Kong) Co., Ltd. |
|
3 |
2815.HK |
Global X China Little Giant ETF |
5.95 |
Solactive China Little Giant Index (Net Total Return) |
Mirae Asset Global Investments (Hong Kong) Co., Ltd. |
|
4 |
3109.HK |
CSOP STAR 50 Index ETF |
5.16 |
SSE STAR 50 Index |
CSOP Asset Management Limited |
|
5 |
3151.HK |
Premia China STAR50 ETF |
4.97 |
SSE STAR 50 Index |
Premia Partners |
|
6 |
3132.HK |
Samsung Bloomberg Global Semiconductor Etf |
4.56 |
-- |
Samsung Asset Management (Hong Kong) Co., Ltd. |
|
7 |
3486.HK |
E Fund (Hk) Solactive Asia Semiconductor Select Index Etf |
4.48 |
-- |
E Fund Management (Hong Kong) Co., Limited |
|
8 |
3036.HK |
Xtrackers MSCI Taiwan UCITS ETF |
4.36 |
-- |
DWS Investment S.A. |
|
9 |
2832.HK |
Bosera STAR 50 Index ETF |
4.31 |
SSE STAR 50 Index |
Bosera Asset Management (International) Co., Ltd. |
|
10 |
2848.HK |
Xtrackers MSCI Korea UCITS ETF |
4.14 |
-- |
DWS Investment S.A. |
|
Source/Compiled by: Wind / NewTimeSpace, as of the close on August 5, 2026 Statistical note: Only HKD-denominated equity ETFs traded in the Hong Kong market are counted. |
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On the downside, the liquor and high-yield dividend sectors led the declines, though the declines were overall small. E Fund (HK) CSI Liquor Index ETF (3189.HK) fell 1.17%, the largest decline; Fullgoal Hang Seng Hk High Dividend Etf (3031.HK) fell 0.83%; Csop Hang Seng Stock Connect High Dividend Etf (3469.HK) fell 0.62%; Global X China Life Franklin Hk-Us Equity Select Etf (3428.HK) fell 0.53%; Premia CSI Caixin China Bedrock Economy ETF (2803.HK) fell 0.51%; Ping An of China CSI HK Dividend ETF (3070.HK) fell 0.49%; Fubon Hang Seng Shanghai-Shenzhen-Hong Kong (Selected Corporations) High Dividend Yield Index ETF (3190.HK) fell 0.47%; and Bosera China Reform Hong Kong Central-Soes High Dividend Yield Index Etf(Listed Class) (3437.HK) fell 0.25%. Liquor, high-yield dividend, and central-SOE dividend products came under pressure on the day, but none fell more than 1.2%, and the overall pullback was fairly limited.
HK ETF Top 10 Losers |
|||||
|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
3189.HK |
E Fund (HK) CSI Liquor Index ETF |
-1.17 |
CSI Liquor Index |
E Fund Management (Hong Kong) Co., Limited |
|
2 |
3031.HK |
Fullgoal Hang Seng Hk High Dividend Etf |
-0.83 |
-- |
Fullgoal Asset Management (Hong Kong) Co., Ltd. |
|
3 |
3469.HK |
Csop Hang Seng Stock Connect High Dividend Etf |
-0.62 |
Hang Seng Stock Connect High Dividend Low Volatility Index |
CSOP Asset Management Limited |
|
4 |
3428.HK |
Global X China Life Franklin Hk-Us Equity Select Etf |
-0.53 |
CSI Select Market Moderate Index |
Mirae Asset Global Investments (Hong Kong) Co., Ltd. |
|
5 |
2803.HK |
Premia CSI Caixin China Bedrock Economy ETF |
-0.51 |
CSI Caixin Rayliant Bedrock Economy Index |
Premia Partners |
|
6 |
3070.HK |
Ping An of China CSI HK Dividend ETF |
-0.49 |
CSI Hong Kong Dividend Index |
Ping An Asset Management (Hong Kong) Co., Ltd. |
|
7 |
3190.HK |
Fubon Hang Seng Shanghai-Shenzhen-Hong Kong (Selected Corporations) High Dividend Yield Index ETF |
-0.47 |
Hang Seng Shanghai-Shenzhen-Hong Kong (Selected Corporations) High Dividend Yield Index |
Fubon Fund Management (Hong Kong) Co., Ltd. |
|
8 |
3437.HK |
Bosera China Reform Hong Kong Central-Soes High Dividend Yield Index Etf(Listed Class) |
-0.25 |
CSI China Reform Hong Kong Stock Connect Central SOE Dividend Index |
Bosera Asset Management (International) Co., Ltd. |
|
9 |
/ |
/ |
/ |
/ |
/ |
|
10 |
/ |
/ |
/ |
/ |
/ |
|
Source/Compiled by: Wind / NewTimeSpace, as of the close on August 5, 2026 Statistical note: Only HKD-denominated equity ETFs traded in the Hong Kong market are counted. |
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NewTimeSpace Research Institute data shows that on August 5, 2026, the HK ETF market exhibited a rotation characteristic of continued strength in technology-resource directions and modest pressure on consumer/defensive products. The gold miner, China semiconductor, STAR 50, and Taiwan/Korea directions attracted concentrated rebounds and led the gains, while defensive products such as liquor, high-yield dividend, and central-SOE dividend pulled back modestly. Market hotspots spread from the prior session's leveraged ChiNext and 5G communication to the gold miner and semiconductor space; China's mainland technology sector continued its counterattack, the technology-growth style outperformed for two consecutive days, and defensive sectors continued to face modest profit-taking pressure.
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