NewTimeSpace (newtimespace.com) News, on August 26, 2026, the chip theme weakened, with SMIC (688981.SH) fluctuating lower. As of 13:23, the company was quoted at HK$70.850, down 0.63%.
NewTimeSpace (newtimespace.com) News, on August 28, 2026, the robotics theme weakened amid volatility, while UBTECH ROBOTICS (09880.HK) rose marginally against the trend. As of 13:11, the company was quoted at HK$83.150, up 0.24%.
NewTimeSpace News: On 27 August 2026, the three major Hong Kong indices retreated in volatile trading, with the Hang Seng Index down 0.34% to 25,565.74 points, the Hang Seng TECH Index down 0.13%, and turnover at HKD 233.5 billion. Driven by NVIDIA's better-than-expected results, AI hardware stocks strengthened, with YOFC up 10.31% and KB LAMINATES up 10.51%; the twin large-language-model stocks shone, with Z.AI up 12.62% and MINIMAX up 3.83%. BIDU-SW gained 5.34% as its dual primary listing takes effect on 1 September, lifting inclusion expectations. Southbound capital recorded net buying of HKD 3.18 billion. ZJ INNOLIGHT was officially added to Stock Connect; SHEIN-W's public offering closed, with listing set for 1 September.
On August 27, 2026, the three major Hong Kong stock indices weakened amid volatility, while AI concept stocks were active on the day, with the large-model and AI chip sectors strengthening. The Hang Seng Index fell 0.34%, the Hang Seng TECH Index fell 0.13%, and the Hang Seng China Enterprises Index fell 0.51%.In the AI chip segment, all names rose, buoyed by NVIDIA's better-than-expected third-quarter guidance. MONTAGE TECHNOLOGY (06809.HK) rose 12.30%, ILUVATAR COREX (09903.HK) rose 10.54%, and GIGADEVICE, HUA HONG GRACE, SMIC, and BIREN TECH followed the gains.
NewTimeSpace (newtimespace.com) reported, on August 27, 2026, the Hang Seng Index down 0.34%, the Hang Seng TECH Index down 0.13%, and the Hang Seng China Enterprises Index down 0.51%. The Hang Seng Index recorded a full-day total turnover of HK$233.5 billion, Southbound funds saw a net inflow of HK$3.180 billion.
NewTimeSpace News: On 27 August 2026, the China Little Giant and semiconductor directions of Hong Kong ETFs rallied broadly. The Global X China Little Giant ETF (2815.HK) gained 4.89% and the Global X China Semiconductor ETF (3191.HK) rose 4.83%; the Global X China Clean Energy Etf (2809.HK) fell 1.84%, with high-dividend and gold miner ETFs retreating modestly. NewTimeSpace monitoring showed a clear rotation featuring a full-scale Chinese technology rally versus pressure on defensive segments.
NewTimeSpace News: On 27 August 2026, STAR Chip and STAR Growth directions of the Shanghai-Shenzhen Stock Connect ETFs rallied broadly. The CPIC China Science And Technology Innovation Board Chip Design Theme ETF (588780.SH) gained 5.93% and the E Fund SSE Science And Technology Innovation Board Growth ETF (588020.SH) rose 5.62%; the China Merchants CSI BANK AH Price ETF (517900.SH) fell 1.22%, with bank and environmental ETFs broadly retreating. NewTimeSpace monitoring showed a clear extreme divergence featuring a broad technology-growth rally versus pressure on defensive value.
NewTimeSpace News: On August 27, 2026, XPeng‑W (09868.HK) weakened in afternoon trading. As of 15:11, the stock traded at HKD45.12, down 3.34%.
NewTimeSpace (newtimespace.com) News, on August 27, 2026, the chip theme continued to strengthen, with HUA HONG GRACE (01347.HK) rising in choppy trade. As of 13:39, the stock was quoted at HKD 121.600, up 3.49%.
NewTimeSpace (newtimespace.com) News, on August 27, 2026, the robotics theme fluctuated higher, with MIDEA GROUP (00300.HK) weakening. As of 13:21, the stock was quoted at HKD 85.62, down 0.89%.
On August 26, the three major Hong Kong indices rose collectively, with the Hang Seng Index up 0.56% to 25,652.97 points, the Hang Seng TECH Index up 0.82%, and turnover at HKD 254.824 billion. Copper-mining stocks led the gains, with JIANGXI COPPER up 9.92% as London copper hit a record closing high. Most China-concept brokerage stocks rose, with CICC up 8.25%. Quality-earnings stocks performed strongly, with INNOVENT BIO up 9.69% and ANTA SPORTS up 9.53%. Oil & gas stocks came under broad pressure. Southbound capital recorded a net buy of HKD 6.453 billion. SPDB International forecast the HSI quarterly review to trigger HKD 38.6 billion in fund flows, with 54 stocks likely to enter Stock Connect in September; Jack Ma boosted Alibaba stake by over HKD 600 million in consecutive days, and STAR SPORTS MED was included in the Hang Seng Composite Index.
On August 26, 2026, the three major indices rebounded in tandem, with AI concept stocks mostly rising more than falling that day. The Hang Seng Index (HSI) rose 0.56%, the Hang Seng TECH Index rose 0.82%, and the Hang Seng China Enterprises Index rose 1.05%.The AI chip segment diverged. HUA HONG GRACE (01347.HK) rose 6.43%, with BIREN TECH, SMIC, and MONTAGE TECHNOLOGY following the gains, while GIGADEVICE fell 2.47% and ILUVATAR COREX followed the losses.
NewTimeSpace (newtimespace.com) reported that on August 26, 2026, The Hang Seng Index (HSI) rose 0.56%, the Hang Seng TECH Index rose 0.82%, and the Hang Seng China Enterprises Index rose 1.05%. The HSI's full-day total market turnover was HKD 254.8 billion, Southbound capital recorded a net inflow of HKD 453 million.
On August 26, 2026, the fintech and Taiwan directions of the HK shares ETFs led the gains. The Global X Indxx Global Fintech Thematic ETF (3185.HK) rose 2.87% and the Premia FTSE TWSE Taiwan 50 ETF (3453.HK) rose 2.57%; the Hang Seng China Enterprises Index ETF (2828.HK) fell 1.13%, with Vietnam and EV ETFs pulling back modestly. NewTimeSpace monitoring shows a clear rotation pattern of strengthening fintech with central-SOE dividends under pressure.
On August 26, 2026, the industrial non-ferrous metals and brokerage directions of the Shanghai-Shenzhen Stock Connect ETFs led the gains. The Wanjia CSI Industry Non-ferrous Metal Theme ETF (560860.SH) rose 3.07% and the E Fund CSI All Share Investment Banking & Brokerage Index ETF (512570.SH) rose 2.80%; the Invesco Great Wall CNI Oil & Gas ETF (159588.SZ) fell 1.03%, with oil & gas and healthcare ETFs pulling back modestly. NewTimeSpace monitoring shows a clear rotation pattern of strengthening industrial non-ferrous metals and brokerage with oil & gas and healthcare under pressure.
NewTimeSpace News: On August 26, 2026, BIDU-SW (09888.HK) edged higher in the afternoon session. As of 15:03, it traded at HK$91.25, up 1.67%.
