NewTimeSpace Research Institute

on September 10, 2026, the robotics theme fluctuated and weakened, with MIDEA GROUP (00300.HK) bucking the trend to move higher. As of 13:34, the company was quoted at HK$99.150, up 0.51%.

NewTimeSpace · 2026-09-10

On September 9, 2026, the three major Hong Kong indices continued to weaken, with the Hang Seng Index edging down 0.17%, the Hang Seng TECH Index down 0.76%, and the Hang Seng China Enterprises Index down 0.34%. The Hang Seng Index's total market turnover was 204.9 billion HKD. Amid accelerated AI iteration, XIZHI TECH-P surged 19.19%; SHINEWAY PHARM surged 11.38%, as the company participated in the 2026 national medical insurance negotiation bidding with multiple Chinese patent medicines; YUNJI, which was included in Stock Connect on September 7, plunged 16.44%, with the company obtaining its entry ticket less than 11 months after listing.

NewTimeSpace · 2026-09-09

On September 9, 2026, the three major Hong Kong indices continued to weaken, with the Hang Seng Index down 0.17%, the Hang Seng TECH Index down 0.76%, and the Hang Seng China Enterprises Index down 0.34%. The large model sector showed divergent performance, the AI chip theme was under overall pressure, and intelligent driving saw mixed gains and losses.

NewTimeSpace · 2026-09-09

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.

NewTimeSpace · 2026-09-09

On September 9, 2026, the Shanghai-Shenzhen Stock Connect ETFs market continued its pattern of structural divergence. Cyclical resource themes including coal, power grid equipment and non-ferrous metals kept strengthening and led the gainers; meanwhile, media, innovative drugs and real estate sectors faced notable selling pressure and led the decliners.

NewTimeSpace · 2026-09-09

On September 9, 2026, BIDU-W (09888.HK) traded firmly during the session. As of 13:39, it was quoted at HK$92.10, up 2.85%.

NewTimeSpace · 2026-09-09

on September 9, 2026, the Hong Kong chip theme rose at the open, with ASMPT (00522.HK) opening higher and fluctuating. As of 13:31, the company was quoted at HK$166.400, up 3.10%.

NewTimeSpace · 2026-09-09

on September 9, 2026, the robotics theme fluctuated and weakened, with XIAOMI-W (01810.HK) continuing to decline. As of 13:21, the company was quoted at HK$26.160, down 2.82%.

NewTimeSpace · 2026-09-09

On September 8, 2026, the three major Hong Kong indices opened lower and fluctuated, with the Hang Seng Index down 0.38%, the Hang Seng TECH Index down 1.61%, and the Hang Seng China Enterprises Index down 0.38%. The Hang Seng Index's turnover was HK$206.2 billion. The Shanghai and Shenzhen stock exchanges stated that they will further promote the inclusion of REITs products in the Stock Connect mechanism, actively promote the inclusion of RMB stock trading counters in the Stock Connect mechanism, and explore optimization measures in trading mechanisms, the scope of underlying assets, and investor thresholds.

NewTimeSpace · 2026-09-08

On September 8, 2026, the three major Hong Kong indices opened lower and fluctuated, with the Hang Seng Index down 0.38%, the Hang Seng TECH Index down 1.61%, and the Hang Seng China Enterprises Index down 0.38%. On that day, most AI concept stocks weakened, with the large model and AI chip sectors suffering heavy losses, while the intelligent driving theme saw mixed gains and losses.

NewTimeSpace · 2026-09-08

On 8 September 2026, central SOE dividend and biopharmaceutical themes in HK shares ETFs rose against the trend. The Bosera CSI HK Stock Connect Central SOE Dividend ETF (3437.HK) rose 1.98% and the CSOP Hang Seng Biotech ETF (3174.HK) rose 1.78%, while the ChinaAMC MSCI Japan Hedged to USD ETF (3160.HK) fell 2.41% and Taiwan semiconductor and Hang Seng TECH ETFs broadly retreated. Among Stock Connect ETFs, gainers were likewise led by central SOE dividend and biopharmaceutical products while decliners were dominated by HK-Korea tech and Hang Seng TECH products. NewTimeSpace tracking shows a clear rotation pattern of defensive value strengthening while growth and technology came under pressure.

NewTimeSpace · 2026-09-08

ON September 8, 2026 — the three major Hong Kong indices opened lower and fluctuated, with the Hang Seng Index down 0.38%, the Hang Seng TECH Index down 1.61%, and the Hang Seng China Enterprises Index down 0.38%. The Hang Seng Index's total market turnover was HK$206.2 billion, Southbound funds saw a net inflow of HK$6.128 billion.

NewTimeSpace · 2026-09-08

On September 8, 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed structural divergence. Resource and cyclical themes strengthened collectively, while semiconductor equipment, energy storage battery and SSE STAR chip sectors generally pulled back.

NewTimeSpace · 2026-09-08

On September 8, 2026, RoboSense (02498.HK) traded weaker in the afternoon session. As of 15:27, it was quoted at HK$17.62, down 2.44%.

NewTimeSpace · 2026-09-08

On September 7, 2026, the three major Hong Kong indices collectively retreated, with the Hang Seng Index down 0.93%, the Hang Seng TECH Index down 0.92%, and the Hang Seng China Enterprises Index down 1.46%. On that day, AI concept stocks showed divergent performance, with AI chips strengthening against the trend, while the large model and intelligent driving segments were mostly under pressure.

NewTimeSpace · 2026-09-07

On 7 September, Hong Kong's three major indices came under pressure: the Hang Seng Index fell 0.93% to close at 25,413.12 points and the Hang Seng TECH Index fell 0.92%, with turnover of HK$ 209.673 billion. The Stock Connect eligible list was formally adjusted today, with 54 securities added and 15 removed; Baidu was formally included in Stock Connect, and Citi expects about HK$ 47 billion of incremental inflows over the next 2 to 4 months. On the trading front, optical communication, PCB and other computing-power hardware chains led gains, with CIG up over 24% and ZJ INNOLIGHT up nearly 20%; Chinese banking H-shares broadly corrected and AI application and heavyweight technology stocks weakened. Southbound capital recorded net buying of HK$ 1.275 billion.

NewTimeSpace · 2026-09-07
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