NewTimeSpace (newtimespace.com) reported that on August 12, 2026, the robotics theme continued to strengthen, while UBTECH (09880.HK) fluctuated slightly lower. As of 13:13, the stock was quoted at HKD 89.450, down 0.22%.
On August 11, Hong Kong's three major indices fell across the board, with the Hang Seng Index down 1.1% at 25,652.82 points, the Hang Seng TECH Index down 1.93%, and turnover of HKD 210.9 billion. Oil stocks bucked the trend, with CNOOC up 3.59% as US-Iran talks hit an impasse and international oil prices surged more than 5%; the innovative drug sector stayed active, with JACOBIO-B up 11.53% after its profit alert; the MLCC theme strengthened, with CCTC up 9.62%. Gold stocks pulled back from highs, with CHIFENG GOLD down 6.01%; the commercial space sector was under pressure. Southbound capital recorded net selling of HKD 1.376 billion. The Hang Seng TECH Index may face its largest-ever revision, and MINIMAX-W will be included in the HKEX Tech 100 Index.
On August 11, 2026, Hong Kong's three major indices pulled back in volatile trading. The Hang Seng Index fell 1.10%, the Hang Seng Tech Index dropped 1.93%, and the Hang Seng China Enterprises Index declined 1.09%. Total turnover for the day reached HKD 210.9 billion, while Southbound capital recorded a net outflow of HKD 1.376 billion.Most autonomous driving stocks continued to strengthen. PONY‑W (02026.HK) rose 5.75%, leading the sector, after the fourth‑generation Robotruck from Pony.ai officially rolled off the production line. WERIDE‑W (00800.HK) gained 2.55%, with BLACK SESAME and HORIZONROBOT‑W also following higher.
On 11 August 2026, the China electric vehicle and Asia directions of HK shares ETFs led the gains against the trend. Global X China Electric Vehicle Etf (2845.HK) rose 4.59% and iShares Core MSCI AC Asia ex Japan Index ETF (3010.HK) rose 2.53%; E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) fell 4.49%, with Hang Seng TECH and STAR 50 ETFs broadly falling over 1.8%. NewTimeSpace monitoring showed an evident rotation pattern of electric vehicles and Asia strengthening while gold and Hang Seng TECH came under pressure.
On 11 August 2026, the robot and battery directions of Shanghai-Shenzhen Stock Connect ETFs led the gains against the trend. Invesco Great Wall CNI Robot Industry ETF (159559.SZ) rose 2.22% and E Fund CNI Robot Industry ETF (159530.SZ) rose 2.07%; Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517520.SH) plunged 5.94%, with non-ferrous metal and rare metal ETFs broadly falling over 3.7%. NewTimeSpace monitoring showed an evident strength-weakness divergence of smart manufacturing strengthening while resource and cyclical sectors retreated across the board.
NewTimeSpace News: On 11 August 2026, RoboSense (02498.HK) weakened in the afternoon. As of 15:38, the stock traded at HK$22.96, down 3.53%.
NewTimeSpace (newtimespace.com) reported that on August 11, 2026, the chip theme continued to face pressure, with HUA HONG GRACE (01347.HK) fluctuating lower. As of 13:32, the stock was quoted at HKD 133.400, down 2.98%.
NewTimeSpace (newtimespace.com) reported that on August 11, 2026, the robotics theme strengthened in volatile trading, while Midea Group (00300.HK) fluctuated slightly lower. As of 13:14, the stock was quoted at HKD 97.450, down 0.20%.
On 10 August, the three major Hong Kong indices rose with fluctuations, with the Hang Seng Index up 1.05% to 25,937.49 points, the Hang Seng TECH Index up 1.26% and turnover of HKD 240.28 billion. Pharmaceutical stocks strengthened, with WUXI APPTEC obtaining a preliminary injunction approved by a US court; gold and gold jewellery stocks led the gains, with LAOPU GOLD up 12.39% and international gold prices surging over 7% last week; mainland property stocks rebounded, with COUNTRY GARDEN up 8.99%. Optical communication and storage concepts led the declines, with ZJ INNOLIGHT down 6.94%. Southbound capital recorded a net buy of HKD 2.021 billion. GUOTAI JUNAN I resumed trading and rose 36.78%, with a proposed privatisation at a 44.2% premium;
On August 10, 2026, the three major indices collectively strengthened, with the Hang Seng Index rising 1.05%, the Hang Seng Tech Index gaining 1.26%, and the Hang Seng China Enterprises Index advancing 1.06%.The autonomous driving sector performed actively. WERIDE-W (00800.HK) rose 5.45%, PONY-W (02026.HK) gained 3.67%, while HORIZONROBOT-W and ROBOSENSE followed higher. BLACK SESAME (02533.HK) fell 2.02%.
On 10 August 2026, the gold miner and liquor-consumption directions of HK shares ETFs led the gains. E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 4.11% and E Fund (HK) CSI Liquor Index ETF (3189.HK) rose 2.87%; CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (3193.HK) fell 2.47%, with leveraged ChiNext and STAR 50 products pulling back modestly. NewTimeSpace monitoring showed an evident rotation pattern of consumer defensive directions strengthening while technology sectors came under pressure.
On 10 August 2026, the semiconductor equipment and livestock farming directions of Shanghai-Shenzhen Stock Connect ETFs led the gains. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) rose 3.77% and Guotai CSI Animal Husbandry ETF (159865.SZ) rose 3.58%; E Fund Artificial Intelligence ETF (159819.SZ) fell 2.79%, with communication and consumer electronics ETFs broadly pulling back. NewTimeSpace monitoring showed an evident rotation pattern of semiconductor and livestock farming strengthening while AI and communication came under pressure.
NewTimeSpace News:August 10, 2026,XPENG-W (09868.HK) rose modestly in afternoon trading, quoted at HK$47.04 as of 15:40, up 0.86%.
NewTimeSpace (newtimespace.com) reported that on August 10, 2026, the robotics theme weakened, while Xiaomi-W (01810.HK) fluctuated higher. As of 13:35, the stock was quoted at HKD 27.440, up 1.40%.
NewTimeSpace (newtimespace.com) reported that on August 10, 2026, the semiconductor theme in Hong Kong stocks weakened, with ASMPT (00522.HK) fluctuating slightly lower. As of 13:23, the stock was quoted at HKD 160.700, down 0.56%.
On August 5, 2026, Frost & Sullivan and LeadLeo released their AI marketing report at the GIL 2026 summit. YouLianCloud was selected as a financial industry best practice for its ETFs.fund Intelligent Knowledge Engine serving a major fund company. As of mid-2026, China's ETF market exceeded RMB 4.6 trillion. YouLianCloud's solution improved content production efficiency by 300%+, shortened material preparation by 80%, and achieved a 98%+ renewal rate. YouLianCloud was also named to the report's Top 10 service providers.
