On September 3, 2026, gold miner and Taiwan/Japan ETFs led the gains in the HK shares ETFs market. E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 3.98%, and iShares Core MSCI Taiwan Index ETF (3074.HK) advanced 3.24%; ICBC UBS KraneShares KWEB CSI China Internet ETF (3102.HK) fell 1.59%, while Hang Seng TECH and high-dividend yield ETFs pulled back moderately. NewTimeSpace monitoring shows an evident rotation pattern in which gold and regional markets strengthened while Hang Seng TECH came under pressure.
On September 3, 2026, BIDU-W (09888.HK) drifted lower in the afternoon. As of 15:27, the stock traded at HK$91.50, down 0.92%.
On September 3, 2026, gold stock and SSE STAR innovative drugs ETFs led the gains in the Shanghai-Shenzhen Stock Connect ETFs market. Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517400.SH) rose 2.39%, and Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517520.SH) gained 2.35%; Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588710.SH) fell 1.43%, while semiconductor equipment and animal husbandry ETFs pulled back moderately. NewTimeSpace monitoring shows an evident rotation pattern in which gold stocks and innovative drugs strengthened while semiconductor equipment ETFs came under pressure.
NewTimeSpace (newtimespace.com) News, on September 3, 2026, the chip theme weakened amid volatility while ASMPT (00522.HK) strengthened against the trend. As of 13:46, the stock was quoted at HKD 161.600, up 2.67%.
NewTimeSpace (newtimespace.com) News, on September 3, 2026, the robot theme rose amid volatility while XIAOMI-W (01810.HK) weakened. As of 13:33, the stock was quoted at HKD 27.320, down 2.64%.
On September 2, Hong Kong's three major indices declined across the board, with the Hang Seng Index edging down 0.07% to 25,311.21 points and the Hang Seng TECH Index falling 0.74%, on turnover of HKD 216.691 billion. Biotech stocks stood out, with Biocytogen up 11.52% and Simcere Pharma up 7.64% after the company signed a global licensing agreement with Roche worth more than USD 1.53 billion. Auto stocks were broadly under pressure, with Li Auto hitting a new low since its Hong Kong listing. Southbound capital recorded net buying of HKD 4.093 billion. In the quarterly review of the FTSE China 50 Index, Hua Hong Grace and Montage Tech were added, effective September 18; NIO's second-quarter revenue rose 69% year on year; and Haichang Ocean Park will be removed from Stock Connect from September 7.
On September 2, 2026, the HK shares ETFs market was extremely depressed, with only 6 products posting gains. E Fund (HK) Solactive Biopharma Select Index ETF (3186.HK) rose 0.82%, while Bosera SZSE ChiNext Daily (2x) Leveraged Product (7234.HK) plunged 4.75%; Korea and Taiwan ETFs broadly fell more than 3%. NewTimeSpace monitoring shows the Hong Kong market exhibiting an extreme downturn in which decliners far outnumbered gainers and regional technology sectors routed across the board.
On September 2, 2026, aerospace and defense ETFs led the Shanghai-Shenzhen Stock Connect ETFs market with marginal gains. ChinaAMC CNI Aerospace Industry ETF (159227.SZ) rose 1.27%, while Penghua Guozheng Food industry ETF (159698.SZ) plunged 5.81%; rare metals and chemical ETFs broadly fell more than 2.6%. NewTimeSpace monitoring shows an extreme rotation pattern in which military ETFs took over with slight gains while the previous day's hot sectors retreated across the board.
On September 2, 2026, the three major Hong Kong indices trended lower amid volatility. The Hang Seng Index edged down 0.07%, the Hang Seng TECH Index fell 0.74%, and the Hang Seng China Enterprises Index edged down 0.15%.AI concept stocks diverged in performance on the day — large models were mixed, while the AI chip sector and the intelligent driving direction came under collective pressure.
on September 2, 2026, The Hang Seng Index edged down 0.07%, the Hang Seng TECH Index fell 0.74%, and the Hang Seng China Enterprises Index edged down 0.15%. Full-day total market turnover of the Hang Seng Index stood at HKD 216.7 billion,Southbound funds recorded a net inflow of HKD 4.093 billion.
On September 2, 2026, RoboSense (02498.HK) traded lower in the afternoon. As of 15:05, the stock stood at HK$17.39, down 3.39%.
on September 2, 2026, the chip theme continued to weaken, with SMIC (00981.HK) opening lower and trading sideways. As of 13:32, the company was quoted at HKD 68.150, down 1.02%.
on September 2, 2026, the robot theme opened lower and traded sideways, with UBTECH ROBOTICS (09880.HK) continuing to weaken. As of 13:20, the company was quoted at HKD 78.650, down 3.50%.
On September 1, Hong Kong's three major indices all moved lower, with the Hang Seng Index down 0.93% to 25,329.73 points and the Hang Seng TECH Index down 1.49%, on turnover of HK$238.735 billion. Mainland bank stocks were active against the trend, with the H-shares of ICBC, Bank of China, CCB and BOCOM all hitting record highs; AI application stocks strengthened, with MININGLAMP-W up 21.25% and KUAISHOU-W up 3.16%, after Kling AI received RMB 1.4 billion from the National AI Industry Investment Fund. SHEIN and Mech-Mind Robotics broke below their issue prices on debut. Southbound capital recorded net buying of HK$7.757 billion. Baidu officially completed its dual primary listing today and could be included in Stock Connect as early as September 7; ZJ INNOLIGHT plans to buy back RMB 4-8 billion of A-shares.
On September 1, 2026, the three major Hong Kong stock indexes all closed lower. AI concept stocks showed divergent performance on the day, with most weakening, while the chip theme declined across the board. The Hang Seng Index fell 0.93%, the Hang Seng TECH Index fell 1.49%, and the Hang Seng China Enterprises Index fell 0.59%. The intelligent driving space saw divergent moves, with BLACK SESAME (02533.HK) — whose first-half results surged — rising 13.21%, and PONY-W following higher. HORIZONROBOT-W (09660.HK) fell 2.65%, while WERIDE-W and ROBOSENSE followed lower.
On September 1, 2026, grain and bank ETFs under Shanghai-Shenzhen Stock Connect surged broadly. Penghua Guozheng Food industry ETF (159698.SZ) rose 6.05%, and China Universal CSI Banks ETF (512820.SH) rose 2.20%; ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) fell 4.17%, with semiconductor equipment and SSE STAR growth ETFs broadly down more than 3.5%. NewTimeSpace monitoring shows an extreme rotation pattern of value defensive segments fully taking over while technology growth suffers an across-the-board slump.
