HK shares ETFs Daily Report :Korea and Semiconductor Themes Lead While Biotech and Consumer Sectors Under Pressure

NewTimeSpace · 2026/09/09 17:24 · By Jiamin Feng

On September 9, 2026, the HK shares ETFs market traded in a divergent pattern. Korea and semiconductor themes led the market, with CSOP KOSPI 200 ETF (03121.HK) rising 2.28% to top the daily gainers list, while Asian semiconductor, AI infrastructure and Taiwan themes broadly strengthened. On the downside, consumer and biotech sectors pulled back, with Global X China Consumer Brand ETF (02806.HK) down 1.70% to lead the losers; biotech, India and baijiu themes also weakened. Among southbound Stock Connect ETFs, defensive high-dividend products edged up while Hang Seng TECH and biotech themes came under pressure, broadly in line with the direction of the broader market.

On September 9, 2026, HK shares ETFs ended mixed as Asian tech themes extended their strength. Korea’s KOSPI and the Asian semiconductor supply chain continued to attract capital, while AI infrastructure, Taiwan semiconductor and blockchain themes also performed. In the meantime, consumer, biotech and India themes faced profit-taking, and baijiu and internet segments edged lower. For southbound Stock Connect ETFs, high-dividend and dividend-yield products proved relatively resilient, while Hang Seng TECH and biotech themes came under pressure. Overall risk appetite stayed neutral, with capital maintaining a balanced allocation between tech growth and defensive products.

Gains were concentrated in Korea and Asian semiconductor themes. CSOP KOSPI 200 ETF (03121.HK), managed by CSOP Asset Management, rose 2.28% to top the gainers list, showing sustained market interest in South Korea. CSOP KOSPI 200 Covered Call Active ETF (03537.HK), from the same manager, rose 1.73%.

The Asian semiconductor supply chain broadly strengthened. E Fund (HK) Solactive Asia Semiconductor Select Index ETF (03486.HK), managed by E Fund, rose 2.16%; Global X Asia Semiconductor ETF (03119.HK), managed by Mirae Asset Global Investments (Hong Kong), rose 2.03%, tracking the FactSet Asia Semiconductor Index; Fubon ICE FactSet Taiwan Core Semiconductor Index ETF (03076.HK), managed by Fubon Fund Management (Hong Kong), rose 1.92%; and Premia FTSE TWSE Taiwan 50 ETF (03453.HK), managed by Premia Partners, rose 1.57%, tracking the FTSE TWSE Taiwan 50 30% Capped Index.

AI infrastructure and blockchain themes were active. Global X AI Infrastructure ETF (03401.HK), managed by Mirae Asset Global Investments (Hong Kong), rose 1.92%; Samsung Blockchain Technologies ETF (03171.HK) rose 1.76%; and Pando Blockchain ETF (03112.HK) rose 1.70%. In addition, CSOP SZSE CHINEXT ETF (03147.HK), managed by CSOP Asset Management, rose 1.61%, tracking the ChiNext Index.

Top 10 Gainers — HK shares ETFs

No.	Code	ETF Name	Chg. (%)	Underlying Index	Manager
1	3121.HK	CSOP KOSPI 200 ETF	2.28	—	CSOP Asset Management Limited
2	3486.HK	E Fund (HK) Solactive Asia Semiconductor Select Index ETF	2.16	—	E Fund Asset Management (Hong Kong) Limited
3	3119.HK	Global X Asia Semiconductor ETF	2.03	ICE FactSet Asia Semiconductor Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong)
4	3401.HK	Global X AI Infrastructure ETF	1.92	—	Mirae Asset Global Investments (Hong Kong)
5	3076.HK	Fubon ICE FactSet Taiwan Core Semiconductor Index ETF	1.92	ICE FactSet Taiwan Core Semiconductor 10% OTC Capped Index*	Fubon Fund Management (Hong Kong) Limited
6	3171.HK	Samsung Blockchain Technologies ETF	1.76	—	Samsung Asset Management (Hong Kong) Limited
7	3537.HK	CSOP KOSPI 200 Covered Call Active ETF	1.73	—	CSOP Asset Management Limited
8	3112.HK	Pando Blockchain ETF	1.70	—	Pando Limited
9	3147.HK	CSOP SZSE CHINEXT ETF	1.61	ChiNext Index	CSOP Asset Management Limited
10	3453.HK	Premia FTSE TWSE Taiwan 50 ETF	1.57	FTSE TWSE Taiwan 50 30% Capped Index	Premia Partners Company Limited
Source / compiled by: Wind / NewTimeSpace, as of market close on September 9, 2026. Scope: HKD-denominated equity ETFs listed in Hong Kong only.

On the downside, consumer and biotech sectors led the declines. Global X China Consumer Brand ETF (02806.HK), managed by Mirae Asset Global Investments (Hong Kong), fell 1.70% — the biggest decliner of the day — tracking the Solactive China Consumer Brand Index.

Biotech ETFs were broadly under pressure. CSOP Hang Seng Biotech ETF (03174.HK) fell 1.69%; ChinaAMC Hang Seng Hong Kong Biotech Index ETF (03069.HK) fell 1.63%; E Fund (HK) Solactive Biopharma Select Index ETF (03186.HK) fell 1.40%; and Global X China Biotech ETF (02820.HK) fell 1.40%, tracking the Solactive China Biotech Index.

India themes saw profit-taking. Global X India Select Top 10 ETF (03184.HK) fell 1.41%, while iShares Core S&P BSE SENSEX India Index ETF (02836.HK), managed by BlackRock, fell 1.13%, tracking the S&P BSE SENSEX 50 Index.

Baijiu and tech themes edged lower. E Fund (HK) CSI Liquor Index ETF (03189.HK) fell 1.19%; E Fund (HK) HKEX Tech 100 Index ETF (03456.HK), from the same manager, fell 1.18%; and Samsung CSI China Dragon Internet ETF (02812.HK) fell 1.13%.

Top 10 Losers — HK shares ETFs

No.	Code	ETF Name	Chg. (%)	Underlying Index	Manager
1	2806.HK	Global X China Consumer Brand ETF	-1.70	Solactive China Consumer Brand Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong)
2	3174.HK	CSOP Hang Seng Biotech ETF	-1.69	Hang Seng Hong Kong-Listed Biotech Index	CSOP Asset Management Limited
3	3069.HK	ChinaAMC Hang Seng Hong Kong Biotech Index ETF	-1.63	Hang Seng Hong Kong-Listed Biotech Index	China Asset Management (Hong Kong)
4	3184.HK	Global X India Select Top 10 ETF	-1.41	Mirae Asset India Select Top 10 Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong)
5	3186.HK	E Fund (HK) Solactive Biopharma Select Index ETF	-1.40	—	E Fund Asset Management (Hong Kong) Limited
6	2820.HK	Global X China Biotech ETF	-1.40	Solactive China Biotech Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong)
7	3189.HK	E Fund (HK) CSI Liquor Index ETF	-1.19	CSI Liquor Index	E Fund Asset Management (Hong Kong) Limited
8	3456.HK	E Fund (HK) HKEX Tech 100 Index ETF	-1.18	HKEX Technology 100 Index (Net Return)	E Fund Asset Management (Hong Kong) Limited
9	2836.HK	iShares Core S&P BSE SENSEX India Index ETF	-1.13	S&P BSE SENSEX 50 Index	BlackRock Asset Management North Asia Limited
10	2812.HK	Samsung CSI China Dragon Internet ETF	-1.13	CSI Global China Internet Index	Samsung Asset Management (Hong Kong) Limited
Source / compiled by: Wind / NewTimeSpace, as of market close on September 9, 2026. Scope: HKD-denominated equity ETFs listed in Hong Kong only.

Among southbound Stock Connect ETFs, the gainers list was dominated by defensive high-dividend and dividend-yield products. CSOP FTSE HK-Korea Tech+ Index ETF (03431.HK) rose 1.25% to lead; CSOP FTSE East-West Equity Select ETF (03441.HK) rose 1.21%; E Fund (HK) MSCI Asia Pacific Select High Dividend Index ETF (03483.HK) rose 0.85%; Bosera China Reform HK Stock Connect Central SOE High Dividend Yield Index ETF (03437.HK) rose 0.68%; and Ping An of China CSI HK Dividend ETF (03070.HK) rose 0.65%.

On the losers’ side, Hang Seng TECH and biotech themes were broadly under pressure. CSOP Hang Seng Biotech ETF (03174.HK) fell 1.69% to lead; ChinaAMC Hang Seng Hong Kong Biotech Index ETF (03069.HK) fell 1.63%; CMS Hang Seng Tech Index ETF (03423.HK) fell 0.94%; CSOP Hang Seng Tech Index ETF (03033.HK) fell 0.91%; and iShares Hang Seng TECH ETF (03067.HK) fell 0.90%.

The divergence among southbound Stock Connect ETFs — dividend and defensive products leading gains while tech and biotech products led losses — was broadly consistent with the broader market, indicating that southbound capital also tilted toward defensive allocation on the day while staying cautious on high-beta tech products.

Southbound Stock Connect ETFs — Gainers and Losers

Rank	Code	ETF Name	Chg. (%)	Underlying Index	Manager
Gainer 1	3431.HK	CSOP FTSE HK-Korea Tech+ Index ETF	1.25	—	CSOP Asset Management
Gainer 2	3441.HK	CSOP FTSE East-West Equity Select ETF	1.21	—	CSOP Asset Management
Gainer 3	3483.HK	E Fund (HK) MSCI Asia Pacific Select High Dividend Index ETF	0.85	MSCI AC Asia Pacific Select High Dividend Index (HKD, Net Return)	E Fund Management (Hong Kong)
Gainer 4	3437.HK	Bosera China Reform HK Stock Connect Central SOE High Dividend Yield Index ETF	0.68	CSI China Reform Hong Kong Stock Connect Central SOE Dividend Index	Bosera Asset Management (International)
Gainer 5	3070.HK	Ping An of China CSI HK Dividend ETF	0.65	CSI Hong Kong Dividend Index	Ping An of China Asset Management (Hong Kong)
Loser 5	3067.HK	iShares Hang Seng TECH ETF	-0.90	Hang Seng TECH Index	BlackRock Asset Management North Asia
Loser 4	3033.HK	CSOP Hang Seng Tech Index ETF	-0.91	Hang Seng TECH Index	CSOP Asset Management
Loser 3	3423.HK	CMS Hang Seng Tech Index ETF	-0.94	Hang Seng TECH Index	CMS Asset Management (HK)
Loser 2	3069.HK	ChinaAMC Hang Seng Hong Kong Biotech Index ETF	-1.63	Hang Seng Hong Kong-Listed Biotech Index	China Asset Management (Hong Kong)
Loser 1	3174.HK	CSOP Hang Seng Biotech ETF	-1.69	Hang Seng Hong Kong-Listed Biotech Index	CSOP Asset Management
Source / compiled by: Wind / NewTimeSpace, as of market close on September 9, 2026. Scope: HKD-denominated equity ETFs listed in Hong Kong only.

NewTimeSpace Research data shows that the market on September 9 exhibited a seesaw effect between tech and consumption. Korea’s KOSPI and the Asian semiconductor supply chain continued to attract capital, with AI infrastructure, Taiwan semiconductor and blockchain themes strengthening in tandem. Meanwhile, consumer, biotech and India themes faced profit-taking, and baijiu and internet segments edged lower. Among southbound Stock Connect ETFs, high-dividend and dividend-yield products were relatively resilient, while Hang Seng TECH and biotech themes came under pressure. Overall risk appetite stayed neutral, with capital keeping a balanced allocation between Asian tech growth and defensive dividend-yield products; sector rotation is turning steadier.

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HK Shares ETFs Daily Report CSOP KOSPI 200 ETF E Fund (Hk) Solactive Asia Semiconductor Select Index Etf Global X China Consumer Brand Etf