HK shares ETFs Daily Report: Consumer and India Themes Lead as Optical Communication and Taiwan Semiconductors Pull Back Sharply — November 3, 2026

NewTimeSpace · 2026/11/03 17:07 · By Zeyu Wu

On November 3, 2026, consumer and India themes led the Hong Kong ETF market. Global X China Consumer ETF (02806.HK) rose 2.60% to lead and four India-related ETFs made the top ten, while technology hardware sank, led by Value Partners Optical Communication Active ETF (02811.HK) down 9.80%, with three Taiwan-related and five technology hardware products among the ten decliners, all down at least 4.99%.

Key Highlights:

The four India-related ETFs were ChinaAMC MSCI India ETF (03404.HK) up 2.52%, Xtrackers Nifty 50 Swap UCITS ETF (03015.HK) up 2.17%, iShares Core S&P BSE SENSEX India ETF (02836.HK) up 2.05% and Global X India Sector Leader Active ETF (03084.HK) up 1.54%.
The decliners spanned optical communications, PCB, Taiwan semiconductor and technology hardware: Value Partners Optical Communication Active ETF at -9.80% and its PCB product at -8.48%, Fubon ICE FactSet Taiwan Core Semiconductor Index ETF (03076.HK) at -7.20%, the 5G product at -6.31%, Premia FTSE TWSE Taiwan 50 ETF (03453.HK) at -5.77% and iShares Core MSCI Taiwan ETF (03074.HK) at -5.74%.
Index ETF (03033.HK) at 1.01%, ICBC CSOP S&P New China Sectors ETF (03167.HK) at 0.93% and Global X Hang Seng High Dividend Yield ETF (03110.HK) at 0.89%; the five losers were AI and biotech, led by E Fund (HK) FTSE AI Select Index ETF (03489.HK) at -4.10%, with two biotech products down 2.68% each.

On November 3, 2026, the Hong Kong ETF market saw consumer and India themes strengthen against a deep pullback in technology hardware. Consumer, India, internet, REIT and dividend themes led the gainers, with gains modest overall and a top gain of 2.60%. On the downside, optical communications, PCB, Taiwan semiconductor, 5G, pioneer technology, ChiNext and AI directions all declined, with no top-ten loser falling less than 4.99%. Among Southbound (Stock Connect) ETFs, Hang Seng TECH and dividend products led the gainers while AI and biotech products led the declines.

The market's leading product was a consumer ETF. Global X China Consumer ETF (02806.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, rose 2.60% to top the gainers list, tracking the Solactive China Consumer Brands Index.

India themes advanced collectively, with four ETFs entering the top ten. ChinaAMC MSCI India ETF (03404.HK), managed by China Asset Management (Hong Kong) Limited, rose 2.52%; Xtrackers Nifty 50 Swap UCITS ETF (03015.HK), managed by DWS Investment S.A., rose 2.17%, tracking the India NIFTY 50 Index; iShares Core S&P BSE SENSEX India ETF (02836.HK), managed by BlackRock Asset Management North Asia Limited, rose 2.05%, tracking the S&P BSE SENSEX 50 Index; Global X India Sector Leader Active ETF (03084.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, rose 1.54%.

Internet themes also performed. Samsung CSI China Dragon Internet ETF (02812.HK), managed by Samsung Asset Management (Hong Kong) Limited, rose 1.81%, tracking the CSI Global China Internet Index; ICBC UBS KraneShares KWEB CSI China Internet ETF (03102.HK), managed by ICBC Credit Suisse Asset Management (International) Co., Limited, rose 1.24%, tracking the CSI China Internet Index.

REIT and dividend themes edged up. Samsung S&P High Dividend APAC ex NZ REITs ETF (03187.HK), managed by Samsung Asset Management (Hong Kong) Limited, rose 1.23%, tracking the S&P High Yield Asia Pacific ex New Zealand REIT Select Index; Hang Seng High Dividend 30 Index ETF (03466.HK), managed by Hang Seng Investment Management Limited, rose 1.12%, tracking the Hang Seng High Dividend 30 Index.

In addition, CSOP Hang Seng Tech Index ETF (03033.HK), managed by CSOP Asset Management Limited, rose 1.01%, tracking the Hang Seng TECH Index.

Hong Kong Equity ETFs — Top 10 Gainers (November 3, 2026)
Rank	Code	Name	Change (%)	Underlying Index	Manager
1	02806.HK	Global X China Consumer ETF	2.60	Solactive China Consumer Brands Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong) Limited
2	03404.HK	ChinaAMC MSCI India ETF	2.52	—	China Asset Management (Hong Kong) Limited
3	03015.HK	Xtrackers Nifty 50 Swap UCITS ETF	2.17	India NIFTY 50 Index	DWS Investment S.A.
4	02836.HK	iShares Core S&P BSE SENSEX India ETF	2.05	S&P BSE SENSEX 50 Index	BlackRock Asset Management North Asia Limited
5	02812.HK	Samsung CSI China Dragon Internet ETF	1.81	CSI Global China Internet Index	Samsung Asset Management (Hong Kong) Limited
6	03084.HK	Global X India Sector Leader Active ETF	1.54	—	Mirae Asset Global Investments (Hong Kong) Limited
7	03102.HK	ICBC UBS KraneShares KWEB CSI China Internet ETF	1.24	CSI China Internet Index	ICBC Credit Suisse Asset Management (International) Co., Limited
8	03187.HK	Samsung S&P High Dividend APAC ex NZ REITs ETF	1.23	S&P High Yield Asia Pacific ex New Zealand REIT Select Index	Samsung Asset Management (Hong Kong) Limited
9	03466.HK	Hang Seng High Dividend 30 Index ETF	1.12	Hang Seng High Dividend 30 Index	Hang Seng Investment Management Limited
10	03033.HK	CSOP Hang Seng Tech Index ETF	1.01	Hang Seng TECH Index	CSOP Asset Management Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on November 3, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

On the downside, optical communications and PCB themes led the declines. Value Partners Optical Communication Active ETF (02811.HK), managed by Value Partners Hong Kong Limited, fell 9.80%, the largest decliner of the day; Value Partners Printed Circuit Board Active ETF (02813.HK), managed by the same company, fell 8.48%.

Taiwan semiconductor themes sank collectively. Fubon ICE FactSet Taiwan Core Semiconductor Index ETF (03076.HK), managed by Fubon Fund Management (Hong Kong) Limited, fell 7.20%, tracking the ICE FactSet Taiwan Core Semiconductor 10% OTC Weight Cap Index; Premia FTSE TWSE Taiwan 50 ETF (03453.HK), managed by Premia Partners Company Limited, fell 5.77%, tracking the FTSE TWSE Taiwan 50 Index (30% Capped); iShares Core MSCI Taiwan ETF (03074.HK), managed by BlackRock Asset Management North Asia Limited, fell 5.74%, tracking the MSCI Taiwan Index.

5G and technology hardware themes declined broadly. CSOP Yinhua CSI 5G Communications Theme ETF (03193.HK), managed by CSOP Asset Management Limited, fell 6.31%, tracking the CSI 5G Communications Theme Index; CSOP Hang Seng Pioneer Technology Index ETF (03149.HK), managed by CSOP Asset Management Limited, fell 5.39%, tracking the Hang Seng Pioneer Technology Index; Hang Seng AI Advancement ETF (03438.HK), managed by Hang Seng Investment Management Limited, fell 5.05%, tracking the Hang Seng Artificial Intelligence Theme Index.

ChiNext and little-giant themes also pulled back. Bosera SZSE ChiNext Daily (2x) Leveraged Product (07234.HK), managed by Bosera Asset Management (International) Co., Limited, fell 5.28%; Global X China Little Giant ETF (02815.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, fell 4.99%, tracking the Solactive China Little Giant Index.

Hong Kong Equity ETFs — Top 10 Losers (November 3, 2026)
Rank	Code	Name	Change (%)	Underlying Index	Manager
1	02811.HK	Value Partners Optical Communication Active ETF	-9.80	—	Value Partners Hong Kong Limited
2	02813.HK	Value Partners Printed Circuit Board Active ETF	-8.48	—	Value Partners Hong Kong Limited
3	03076.HK	Fubon ICE FactSet Taiwan Core Semiconductor Index ETF	-7.20	ICE FactSet Taiwan Core Semiconductor 10% OTC Weight Cap Index (Net Total Return)	Fubon Fund Management (Hong Kong) Limited
4	03193.HK	CSOP Yinhua CSI 5G Communications Theme ETF	-6.31	CSI 5G Communications Theme Index	CSOP Asset Management Limited
5	03453.HK	Premia FTSE TWSE Taiwan 50 ETF	-5.77	FTSE TWSE Taiwan 50 Index (30% Capped)	Premia Partners Company Limited
6	03074.HK	iShares Core MSCI Taiwan ETF	-5.74	MSCI Taiwan Index	BlackRock Asset Management North Asia Limited
7	03149.HK	CSOP Hang Seng Pioneer Technology Index ETF	-5.39	Hang Seng Pioneer Technology Index (NTR)	CSOP Asset Management Limited
8	07234.HK	Bosera SZSE ChiNext Daily (2x) Leveraged Product	-5.28	ChiNext Index (HKD) (CNH)	Bosera Asset Management (International) Co., Limited
9	03438.HK	Hang Seng AI Advancement ETF	-5.05	Hang Seng Artificial Intelligence Theme Index (NTR)	Hang Seng Investment Management Limited
10	02815.HK	Global X China Little Giant ETF	-4.99	Solactive China Little Giant Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong) Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on November 3, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

Among Southbound (Stock Connect) ETFs, Hang Seng TECH and dividend products edged up while AI and biotech products led the declines, broadly in line with the overall market direction.

The top five gainers were: CSOP Hang Seng Tech Index ETF (03033.HK), up 1.01% to lead; ICBC CSOP S&P New China Sectors ETF (03167.HK), up 0.93%; Global X Hang Seng High Dividend Yield ETF (03110.HK), up 0.89%; CSOP Hang Seng Stock Connect High Dividend ETF (03469.HK), up 0.87%; and iShares Hang Seng TECH ETF (03067.HK), up 0.86%.

The five decliners were: E Fund (HK) FTSE AI Select Index ETF (03489.HK), down 4.10% to lead; CSOP Hang Seng Biotech ETF (03174.HK) and ChinaAMC Hang Seng Biotech ETF (03069.HK), each down 2.68%; CSOP FTSE HK-Korea Tech+ Index ETF (03431.HK), down 2.23%; and Ping An Tech Select ETF (03406.HK), down 1.13%.

Southbound (Stock Connect) ETFs — Gainers and Losers (November 3, 2026)
Rank	Code	Name	Change	Underlying Index	Manager
Gain 1	03033.HK	CSOP Hang Seng Tech Index ETF	1.01	Hang Seng TECH Index	CSOP Asset Management Limited
Gain 2	03167.HK	ICBC CSOP S&P New China Sectors ETF	0.93	S&P New China Sectors Index	CSOP Asset Management Limited
Gain 3	03110.HK	Global X Hang Seng High Dividend Yield ETF	0.89	Hang Seng High Dividend Yield Index	Mirae Asset Global Investments (Hong Kong) Limited
Gain 4	03469.HK	CSOP Hang Seng Stock Connect High Dividend ETF	0.87	Hang Seng Stock Connect High Dividend Low Volatility Index	CSOP Asset Management Limited
Gain 5	03067.HK	iShares Hang Seng TECH ETF	0.86	Hang Seng TECH Index	BlackRock Asset Management North Asia Limited
Loss 5	03406.HK	Ping An Tech Select ETF	-1.13	Wind Technology Select Index (HKD, Net Return)	Ping An of China Asset Management (Hong Kong) Company Limited
Loss 4	03431.HK	CSOP FTSE HK-Korea Tech+ Index ETF	-2.23	—	CSOP Asset Management Limited
Loss 3	03069.HK	ChinaAMC Hang Seng Biotech ETF	-2.68	Hang Seng Biotech Index	China Asset Management (Hong Kong) Limited
Loss 2	03174.HK	CSOP Hang Seng Biotech ETF	-2.68	Hang Seng Biotech Index	CSOP Asset Management Limited
Loss 1	03489.HK	E Fund (HK) FTSE AI Select Index ETF	-4.10	FTSE Custom Global AI Select Index (Net Return)	E Fund Management (Hong Kong) Co., Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on November 3, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

Data from NewTimeSpace Research Institute shows that market direction partly reversed from the previous session on November 3. The liquor, clean energy, ChiNext and STAR 50 themes that had led the gainers on November 2 dropped out of the top ranks, with Bosera SZSE ChiNext Daily (2x) Leveraged Product swinging from +2.99% to -5.28%. Leadership shifted to consumer, India, internet and dividend directions, with no top-ten gainer rising more than 2.60%. The downside was concentrated in optical communications, PCB, Taiwan semiconductor and technology hardware, with all top-ten decliners falling at least 4.99%; Value Partners Optical Communication Active ETF, which had fallen 7.70% on October 30, led the declines again at 9.80% after a one-session gap. On the Southbound side, Hang Seng TECH and dividend products edged up while AI and biotech products led the declines, broadly in line with the overall market direction.

HK Shares ETFs Daily Report Chinaamc Msci India Etf Value Partners Optical Communication Active ETF