On August 21, 2026, gold miner and Korea-Vietnam ETFs in the HK shares market led the gains. The E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 5.70% and the Xtrackers MSCI Korea UCITS ETF (2848.HK) rose 3.46%; the E Fund (HK) Solactive Biopharma Select Index ETF (3186.HK) fell 2.26%, with medtech and baijiu ETFs pulling back slightly. NewTimeSpace monitoring shows a clear rotation pattern of gold and regional strength with biomedicine under pressure.
On August 21, 2026, gold stock and non-ferrous metal ETFs in the Shanghai-Shenzhen Stock Connect market surged across the board. The Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517400.SH) rose 4.74% and the China Merchants CSI Non-ferrous Metal Mining Theme ETF (159690.SZ) rose 3.31%; the China Universal CNI BIOMEDICINE ETF (159839.SZ) fell 4.93%, with innovative drugs and traditional Chinese medicine ETFs broadly pulling back. NewTimeSpace monitoring shows a clear rotation pattern of the resource-cycle sector taking over across the board with the pharma sector retreating across the line.
NewTimeSpace News: On August 21, 2026, BIDU-SW (09888.HK) edged higher in the afternoon session. As of 14:14, the stock was quoted at HK$93.10, up 1.03%.
NewTimeSpace (newtimespace.com) News, On August 21, 2026, the chip theme rebounded, while ASMPT (00522.HK) traded weaker amid fluctuations. As of 13:31, the company quoted HKD 158.500, down 1.43%.
NewTimeSpace (newtimespace.com) News, On August 21, 2026, the robot theme moved with volatility, while XIAOMI-W (01810.HK) strengthened. As of 13:15, the company quoted HKD 28.840, up 3.89%.
On August 20, the three major Hong Kong indices rose in tandem. The Hang Seng Index gained 0.8% to 25,698.49 points and the Hang Seng TECH Index rose 0.39%, with turnover at HKD 269.1 billion. The success of the world's first mRNA cancer vaccine Phase III clinical trial ignited the pharmaceutical sector, with EVEREST MED surging 41.43% and GENSCRIPT BIO up 13.62%. Gold stocks advanced, with ZIJIN GOLD INTL up 11.25%. Automakers recovered broadly, with LI AUTO-W up 5.53%. Southbound capital recorded a net sell of HKD 10.412 billion. KUAISHOU-W posted Q2 adjusted net profit of RMB 3.9 billion with Kling AI revenue up over 200% year-on-year, but its shares fell 11%. SIMCERE PHARMA issued a positive profit alert, and Junlebao Dairy Group filed with HKEX.
On August 20, 2026, the Hang Seng Index rose 0.80%, the Hang Seng TECH Index gained 0.39%, and the Hang Seng China Enterprises Index advanced 0.90%.AI concept stocks showed a divergent performance on the day: the large-model segment moved unevenly, the AI chip sector was mixed, and the intelligent-driving segment mostly strengthened.In the large-model segment, the "twin leaders" MINIMAX-W rose 6.16%; the company announced the launch of its multimodal creation Agent workbench, MiniMax Design. Z.AI rose 1.09%, with BIDU-SW, ALIBABA-W and others following the gains. MEITUAN-W fell 1.38%, and KUAISHOU-W tumbled more than 10% post-earnings.
NewTimeSpace reported, On August 20, 2026, the Hang Seng Index rose 0.80%, the Hang Seng TECH Index gained 0.39%, and the Hang Seng China Enterprises Index advanced 0.90%. The Hang Seng Index's total market turnover was HKD 269.1 billion, Southbound funds recorded a net outflow of HKD 10.412 billion.
On August 20, 2026, gold miner and biomedicine ETFs in the HK shares market surged across the board. The E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 7.12% and the E Fund (HK) Solactive Biopharma Select Index ETF (3186.HK) rose 5.73%; the Premia China STAR50 ETF (3151.HK) fell 1.27%, with STAR 50 and clean energy ETFs pulling back slightly. NewTimeSpace monitoring shows a clear rotation pattern of a broad pharmaceutical and gold counterattack with STAR 50 and A50 under pressure.
On August 20, 2026, biomedicine and gold stock ETFs in the Shanghai-Shenzhen Stock Connect market surged across the board. The China Universal CNI BIOMEDICINE ETF (159839.SZ) rose 6.84% and the Tianhong CNI BIOMEDICINE ETF (159859.SZ) rose 6.10%; the Maxwealth CNI Commercial Satellite Communication Industry ETF (159206.SZ) fell 2.26%, with rare earth and STAR AI ETFs edging lower. NewTimeSpace monitoring shows a clear rotation pattern of a broad pharmaceutical and gold counterattack with satellite and rare earth under pressure.
NewTimeSpace News: On August 20, 2026, RoboSense (02498.HK) traded firmly in the afternoon. As of 15:12, the stock was quoted at HK$21.28, up 1.92%.
NewTimeSpace (newtimespace.com) News, On August 20, 2026, the chip theme moved in a volatile trend, with SMIC (00981.HK) paring gains after an intraday rally. As of 13:28, the company quoted HKD 72.000, down 1.37%.
NewTimeSpace (newtimespace.com) News, On August 20, 2026, the robot theme strengthened, while UBTECH ROBOTICS (09880.HK) traded weaker amid fluctuations. As of 13:11, the company quoted HKD 82.900, down 3.04%.
On August 19, the three major Hong Kong indices diverged. The Hang Seng Index edged up 0.09% to 25,495.07 points and the Hang Seng TECH Index fell 1.21%, with turnover at HKD 253.2 billion. AI hardware stocks fell across the board, with HUA HONG GRACE down 11.79% and YOFC down 10.19%; most robot-concept stocks pulled back, with ESTUN down 14.2%, and Unitree's STAR Market debut surging 629% created a siphon effect. XIAOMI-W rose 4.81% against the tide after results. Southbound capital recorded a net sell of HKD 10.621 billion on the day. BIDU-SW is accelerating its dual primary listing push, with a shareholders' meeting on August 26 and expectations of September Stock Connect inclusion heating up; HKEX announced that three A-share companies will be included in Shanghai Connect from August 24.
On August 19, 2026, the Hang Seng Index rose 0.09%, the Hang Seng TECH Index fell 1.21%, and the Hang Seng China Enterprises Index rose 0.21%.AI concept stocks weakened across the board that day, with most individual stocks falling sharply.In the large-model segment, only MEITUAN-W rose 1.75% and TENCENT rose 1.08%; among the two front-runners, Z.AI fell 2.97% and MINIMAX-W fell 8.28%; BIDU-SW, dragged down by weaker-than-expected results, tumbled more than 11%, with ALIBABA and KUAISHOU-W following lower.
On August 19, 2026, the high-dividend defensive segments of the HK shares ETFs were slightly resilient. The Samsung S&P High Dividend APAC ex NZ REITs ETF (3187.HK) rose 1.30%; the Bosera SZSE ChiNext Daily (2x) Leveraged Product (7234.HK) plummeted 10.50%, with 5G communications and semiconductor ETFs broadly down over 6%. NewTimeSpace monitoring shows a clear extreme rotation of slight gains in defensive segments and an across-the-board collapse of the previous day's hotspots.
