On August 5, 2026, HK ETFs' gold miner and China semiconductor directions surged. E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 8.00%, and Global X China Semiconductor ETF (3191.HK) rose 7.06%; E Fund (HK) CSI Liquor Index ETF (3189.HK) fell 1.17%, and high-yield dividend ETFs pulled back modestly. NewTimeSpace monitoring shows a clear rotation pattern of strengthening technology/resources and pressured consumer/defensive sectors.
On August 5, 2026, Shanghai-Shenzhen Stock Connect ETFs' semiconductor equipment and gold stock directions surged. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) rose 9.88%, and ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) rose 9.71%; China Merchants CSI BANK AH Price ETF (517900.SH) fell 1.31%, and Chinese medicine and dividend low-volatility ETFs pulled back broadly. NewTimeSpace monitoring shows a clear rotation pattern of strengthening technology/resources and pressured value/defensive sectors.
NewTimeSpace (newtimespace.com) reported that on August 5, 2026, the chip theme strengthened, with HUA HONG GRACE (01347.HK) surging. As of 13:28, the stock was quoted at HKD 145.200, up 7.48%.
NewTimeSpace (newtimespace.com) reported that on August 5, 2026, the robotics theme continued to strengthen, while Midea Group (00300.HK) fluctuated lower. As of 13:13, the stock was quoted at HKD 96.400, down 0.57%.
On August 4, 2026, Hong Kong's three major indices traded in a mixed session with divergent outcomes. The Hang Seng Index fell 0.60%, while the Hang Seng Tech Index rose 0.21%, and the Hang Seng China Enterprises Index declined 0.90%. Total turnover on the Hang Seng Index reached HKD 257.8 billion.The AI chip and hardware segment staged a broad-based rebound, catalyzed by the open‑sourcing of MiniMax H3, which triggered a "Day 0 adaptation" wave among domestic GPU manufacturers. Tianshu Zhixin surged over 11%, GigaDevice gained more than 8%, Biren Technology advanced nearly 7%, while Hua Hong Semiconductor, Montage Technology, SMIC, and other related names all closed higher.
NewTimeSpace News: On August 4, 2026, XPENG-W (09868.HK) fluctuated downward in the afternoon session. As at 15:23, the stock was quoted at HK$46.72, down 4.73%. XPeng delivered 38,027 new vehicles in July, representing a 4% year-on-year increase.
NewTimeSpace (newtimespace.com) reported that on August 4, 2026, the chip theme strengthened, with ASMPT (00522.HK) fluctuating higher. As of 13:24, the stock was quoted at HKD 156.300, up 3.99%.
NewTimeSpace (newtimespace.com) reported that on August 4, 2026, the robotics theme continued to strengthen, while Xiaomi-W (01810.HK) fluctuated lower. As of 13:17, the stock was quoted at HKD 27.600, down 1.29%.
On August 3, 2026, Hong Kong's three major indices rallied in volatile trading. The Hang Seng Index rose 0.48%, the Hang Seng Tech Index gained 0.96%, and the Hang Seng China Enterprises Index advanced 0.46%.AI concept stocks showed mixed performance. Alibaba-W (09988.HK) and MINIMAX-W (00100.HK) surged over 7% on the back of new model releases, while Zhipu (02513.HK) fell nearly 5%, highlighting a clear divergence within the large-model sector.
NewTimeSpace News: On August 3, 2026, BIDU-SW (09888.HK) strengthened in afternoon trading. As of 15:28, the stock traded at HK$109.90 intraday, marking a 3.78% increase. The compliance regulatory framework for the robotaxi industry is continuously improved; relevant enterprises have achieved profitable operations and kicked off global expansion.
NewTimeSpace (newtimespace.com) reported that on August 3, 2026, the chip theme weakened, with SMIC (00981.HK) fluctuating lower. As of 13:20, the stock was quoted at HKD 61.900, down 2.13%.
NewTimeSpace (newtimespace.com) reported that on August 3, 2026, the robotics theme strengthened, with UBTECH (09880.HK) fluctuating higher. As of 13:12, the stock was quoted at HKD 84.050, up 3.07%.
On July 31, 2026, The Hang Seng Index edged up 0.10%, the Hang Seng Tech Index rose 0.53%, while the Hang Seng China Enterprises Index dipped 0.38%. The large-model sector rallied broadly. Zhipu (02513.HK) surged as much as over 28% in early trading, while MINIMAX-W (00100.HK) gained more than 13% after MiniMax officially launched its new multimodal generation model, MiniMax H3, and announced that it would be open-sourced in the near future – marking the company's first open-source multimodal generation model.
NewTimeSpace News: On 31 July 2026, RoboSense (02498.HK) rallied sharply in the afternoon session. As at 14:51, the stock traded at HK$23.80, representing an intraday gain of 7.89%. China’s cumulative sales of passenger vehicles equipped with L2 and above advanced driver-assistance systems (ADAS) hit 15.1537 million units in 2025, with a market penetration rate of 66.12%, up more than 10 percentage points from 2024. The penetration rate climbed further to 70.12% in the first three months of 2026.
NewTimeSpace (newtimespace.com) reported that on July 31, 2026, the chip theme rebounded sharply, with HUA HONG GRACE(01347.HK) fluctuating higher. As of 13:21, the stock was quoted at HKD 132.200, up 5.34%.
NewTimeSpace (newtimespace.com) reported that on July 31, 2026, the robotics theme strengthened significantly, while Midea Group (00300.HK) fluctuated lower. As of 13:10, the stock was quoted at HKD 98.200, down 0.71%.
