On 14 August 2026, communications and rare earth led the Shanghai-Shenzhen Stock Connect ETFs. The Guotai CSI All Share Communication Equipment ETF (515880.SH) rose 3.60%, and the Huatai-PB CSI Rare earth industry ETF (516780.SH) rose 3.27%; the GF CSI All Share Power Public Service ETF (159611.SZ) fell 1.87%, with alcoholic beverages and consumer ETFs pulling back modestly. NewTimeSpace monitoring showed clear rotation with communications and rare earth strengthening while power and consumer sectors came under pressure.
NewTimeSpace News: On 13 August, Hunan Junxin Environmental Protection Co., Ltd. submitted a listing application to the Main Board of the Stock Exchange of Hong Kong, with CICC and CITIC SEC acting as joint sponsors. The Company has been listed on the ChiNext of the Shenzhen Stock Exchange since 2022 (301109.SZ).
newtimespace (newtimespace.com) reported, on August 14, 2026, the chip theme pulled back amid volatility, with HUA HONG GRACE (01347.HK) weakening sharply. As of 13:26, the stock was quoted at HK$128.400, down 12.77%.
newtimespace (newtimespace.com) reported, on August 14, 2026, the robotics theme lost momentum, with MIDEA GROUP (00300.HK) fluctuating lower. As of 13:19, the stock was quoted at HK$96.150, edging down 0.26%.
On 13 August, Hong Kong's three major indices were mixed, with the Hang Seng Index down 0.17% at 25,396.51 points, the Hang Seng TECH Index up 0.33%, and turnover of HKD 263.7 billion. The AI server concept surged, with LENOVO GROUP up 20.18% after results, with AI server orders in hand reaching USD 54 billion. The large-model duo Z.AI and MINIMAX-W rose 9.02% and 5.43% respectively, and Z.AI was included in the MSCI China Index (effective 31 August). TENCENT fell 4.46% after results, as surging second-quarter capital expenditure turned free cash flow negative. Southbound capital recorded net buying of HKD 3.667 billion. Gold stocks corrected collectively.
On August 13, 2026, the three major Hong Kong stock indices were mixed, with the technology theme strengthening. The Hang Seng Index edged down 0.17%, the Hang Seng TECH Index rose 0.33%, and the Hang Seng China Enterprises Index edged down 0.23%.In the large-model segment, performance diverged; the two leaders continued to strengthen. The MSCI China Index newly added Z.AI (02513.HK), which rose 9.02%; MINIMAX-W (00100.HK) rose 5.43%; Baidu Group-SW edged up; while Alibaba-W, Kuaishou-W and others weakened.
NewTimeSpace News: On 13 August 2026, the HK shares ETFs market showed a divergent pattern. HK-Korea Tech and Asia Semiconductor themes led the market, with CSOP FTSE HK-Korea Tech+ Index ETF (03431.HK) rising 3.41% to top the gainers list; Asia Semiconductor, KOSPI and Taiwan-related themes generally strengthened, with the top ten gainers almost entirely dominated by Asia regional tech themes. On the downside, gold miners suffered heavy losses, with E Fund (HK) Solactive Global Gold Miner Select Index ETF (02824.HK) plunging 4.06% to top the losers list, while robotics, China Internet and Vietnam themes also weakened. Market hotspots rotated back from defensive instruments to Asia tech growth tracks, with risk appetite recovering.
NewTimeSpace News: On August 13, 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed significant structural divergence. Pharmaceutical and healthcare themes strengthened collectively, with multiple related ETFs leading the gainers; meanwhile, gold stocks, non-ferrous metals and semiconductor equipment sectors experienced notable pullbacks and led the decliners.
NewTimeSpace News, on August 13, 2026, the chip theme continued to strengthen, with ASMPT (00522.HK) fluctuating higher. As of 13:28, the company's quote stood at HKD 178.400, up 5.25%.
NewTimeSpace News, on August 13, 2026, the robot theme saw volatile trading, with XIAOMI-W (01810.HK) opening lower and trending weaker. As of 13:12, the company's quote stood at HKD 26.200, down a slight 0.61%.
On 12 August, Hong Kong's three major indices weakened across the board, with the Hang Seng Index down 0.83% at 25,440.17 points, the Hang Seng TECH Index down 0.99%, and turnover of HKD 216.779 billion. Property stocks strengthened, with CHINA JINMAO up 13.92% and YUEXIU PROPERTY up 9.99%, as Beijing's new property policies were implemented. Memory chip and optical communication concepts were active, with MONTAGE TECH up 7.60% and KB LAMINATES up 10.70%. Most tech stocks corrected, with TENCENT MUSIC-SW down 12.55%. Southbound capital recorded net selling of HKD 2.906 billion. MINIMAX-W surged 8.96% against the trend and HUA HONG GRACE rose 7.13%. GALAXY ENT's interim dividend increased nearly 30%, and NSING TECH raised prices of some chips by 10% to 20%.
On August 12, 2026, Hong Kong's three major indices continued to decline. The Hang Seng Index fell 0.83%, the Hang Seng Tech Index dropped 0.99%, and the Hang Seng China Enterprises Index declined 0.96%.The large‑model sector showed a clear divergence. MINIMAX‑W (00100.HK) was favored by Daiwa and Morgan Stanley, rising nearly 9%, while Z.AI (02513.HK) gained 1.34%.The AI chip and hardware sector staged a broad‑based rebound. MONTAGETECH (06809.HK) and HUA HONG GRACE (01347.HK) both rose over 7%, with SMIC, GIGADEVICE, and others following higher.
On 12 August 2026, Korea and Asia semiconductor directions rebounded sharply in HK shares ETFs. Xtrackers MSCI Korea UCITS ETF (2848.HK) rose 6.65% and Csop Kospi 200 Etf (3121.HK) rose 4.55%; Global X China Electric Vehicle Etf (2845.HK) fell 4.39%, with China Internet and ESG ETFs broadly lower. NewTimeSpace monitoring shows an evident rotation pattern of Korea semiconductor rebounding strongly while China EV remains under pressure.
NewTimeSpace News: On 12 August 2026, BIDU-SW (09888.HK) slipped slightly in the afternoon. As of 15:37, the stock traded at HK$101.80, down 2.68%.
On 12 August 2026, property and telecom directions led the gains in Shanghai-Shenzhen Stock Connect ETFs. China Southern CSI All Share Real Estate ETF (512200.SH) rose 4.18% and Fullgoal CSI Communication Equipment Theme ETF (159583.SZ) rose 3.66%; Guotai CSI Coal ETF (515220.SH) fell 1.03%, with robot and power ETFs easing slightly. NewTimeSpace monitoring shows an evident rotation pattern of property and telecom strengthening while coal and pharmaceuticals remain under pressure.
NewTimeSpace (newtimespace.com) reported that on August 12, 2026, the chip theme rebounded, with SMIC (00981.HK) fluctuating higher. As of 13:30, the stock was quoted at HKD 66.700, up 2.14%.
