Data from NewTimeSpace Research shows that September 15 was a session of structural rotation within the tech sector. STAR 50 and little-giant themes led the day's gains, with three STAR 50 ETFs collectively entering the top ten gainers, while China semiconductor names rose in tandem. At the same time, AI infrastructure fell 4.51% in a single day, the biggest decliner of the day, and gold miners, electric vehicles and Korea themes came under broad pressure, with Korea-related ETFs falling for a second consecutive session. Notably, divergence emerged within the semiconductor sector — China semiconductor rose 1.04%, while Samsung Bloomberg Global Semiconductor ETF and Fubon ICE FactSet Taiwan Core Semiconductor Index ETF fell 1.98% and 1.58% respectively. Among southbound Stock Connect ETFs, only ICBC CSOP S&P New China Sectors ETF posted a modest gain while all others fell; CSOP Hang Seng Biotech ETF turned lower after a big rally the previous day, and dividend products also failed to hold up.
On September 15, 2026, XPENG-W (09868.HK) traded weaker in the afternoon. As of 14:45, the stock was quoted at HK$40.40, down 3.86%.
on 15 September 2026, AI chip stocks traded with volatility while ASMPT (00522.HK) strengthened. As of 14:19, the company quoted HKD 154.400, up 0.06%.
on 15 September 2026, humanoid robot stocks traded with volatility while MIDEA GROUP (00300.HK) strengthened. As of 13:47, the company quoted HKD 100.400, up 0.40%.
On September 14, 2026, the three major Hong Kong stock indices moved mixed, with the Hang Seng Index up 0.45%, the Hang Seng TECH Index down slightly by 0.06%, and the Hang Seng China Enterprises Index up 0.46%. The full-day market turnover was 192.6 billion HKD. On the board, among Stock Connect constituent stocks, HQVT surged 29.69% as the company presented multispectral AI products and solutions at the 2026 China Emergency Exhibition. Southbound capital recorded net buying of HK$4.471 billion on the day. Of this, Stock Connect (Shanghai) recorded net buying of HK$1.671 billion, and Stock Connect (Shenzhen) recorded net buying of HK$2.8 billion.
On September 14, 2026, the three major Hong Kong stock indices moved mixed, with the Hang Seng Index up 0.45%, the Hang Seng TECH Index down slightly by 0.06%, and the Hang Seng China Enterprises Index up 0.46%. AI concept stocks came under broad pressure on the day, with the LLM sector under broad pressure, AI Chips mixed, and the Autonomous Driving sector mostly declining.
on September 14, 2026, the three major Hong Kong indices moved mixed, with the Hang Seng Index up 0.45%, the Hang Seng TECH Index down slightly by 0.06%, and the Hang Seng China Enterprises Index up 0.46%. The full-day market turnover was 192.6 billion HKD, Southbound funds saw a net inflow of 4.471 billion HKD.
Weekly Hong Kong ETFs Average Return Statistics (By Fund Manager) (Second Week of September 2026)
Weekly Hong Kong ETFs Return Statistics (Second Week of September 2026)
On September 14, 2026, the main theme of the HK shares ETFs market switched to biotech. ChinaAMC Hang Seng Hong Kong Biotech Index ETF rose 4.07% to lead, followed by CSOP Hang Seng Biotech ETF and Global X China Biotech ETF, with biotech ETFs sweeping the top three gainers; dividend, EV and new-economy themes posted modest gains. On the downside, Phillip HK Newly Listed Equities Index ETF plunged 6.87% to top the losers, while Korea and semiconductor themes fell sharply, with Xtrackers MSCI Korea UCITS ETF, CSOP KOSPI 200 ETF and E Fund (HK) Solactive Asia Semiconductor Select Index ETF all dropping more than 3%. Southbound Stock Connect ETFs moved in the same direction as the wider market, with biotech leading the gains and Hong Kong-Korea tech and iShares Core MSCI China Index ETF leading the declines.
Hong Kong recent listings showed divergent performance, with EXCELLAND ROBOTICS topping the list with a gain of 188.30% and TH MEDICAL-B ranking last with a decline of 50.42%. MEIG, ZHAOWEI and ESTUN saw their lock-up restrictions lifted, with weekly changes of 2.81%, -3.70% and -10.07%, respectively. CIG topped the list with average daily turnover of HK$2.095 billion. QIYUNSHAN FOOD led with a deviation of 968.75% from its issue price, while REFIRE fell the deepest below its issue price, at 94.30%. DELTON will see 20.6745 million shares released from lock-up next week, with the date after the reporting period.
On September 14, 2026, pharmaceutical & biotechnology and innovative drugs themes strengthened collectively in the Shanghai-Shenzhen Stock Connect ETFs market and led the gainers; meanwhile, previously active sectors including military, communication and aerospace pulled back notably.
Weekly Shanghai-Shenzhen Stock Connect ETFs Average Return Statistics (By Fund Manager) (Second Week of September 2026)
On September 14, 2026, BIDU-W (09888.HK) edged higher in intraday trading. As of 14:34, the stock quoted HK$89.60, up 0.56%.
Weekly Shanghai-Shenzhen Stock Connect ETFs Return Statistics (Second Week of September 2026)
on 14 September 2026, AI chip stocks traded with volatility while HUA HONG GRACE (01347.HK) weakened. As of 13:58, the company quoted HKD 107.200, down 4.03%.
