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28.11.25 - 11:30
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HKD1.1B Southbound Trading Net Inflow to BABA-W (AAStocks)
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There was HKD1.1 billion, HKD549.5 million and HKD470.4 million Southbound Trading net inflow to BABA-W (09988.HK), POP MART (09992.HK) and XIAOMI-W (01810.HK).There was HKD300.1 million, HKD123.6 million and HKD81.8 million Southbound Trading net outflow from SMIC (00981.HK), HUA HONG SEMI (01347.HK) and GAC GROUP (02238.HK).Fo......
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28.11.25 - 11:01
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Lenovo Executive Urges AI Startups to Take On Tech Giants (Caixin)
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Artificial intelligence (AI) startups should not shy away from competing head-on with established technology giants, according to a top executive at Lenovo Group Ltd.'s venture capital arm, countering the prevailing industry view that newcomers should avoid the core territories of major incumbents.Song Chunyu, chief investment officer and senior partner at Lenovo Capital and Incubator Group, told media recently that while internet giants appear to possess vast resources, their strength is often diluted across numerous product lines. He argued that the organizational structures of large technology companies lack the flatness and agility required for rapid development, causing them to frequently miss innovation opportunities.His comments challenge a broad consensus among investors that startups should steer clear of the “main channels” dominated by big tech companies, which control application gateways and ecosystems. Song contended that if a venture is designing an AI-native product with the potential...
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27.11.25 - 09:15
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Full-day Takeaway: HSI Closes at 25,945, Up 17 pts; HSTI Closes at 5,598, Down 20 pts; POP MART Up over 6%; HANSOH PHARMA, MTR CORPORATION, LEE & MAN PAPER, GLOBAL NEW MAT, ND PAPER Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 17 pts or 0.1% to 25,945. HSTI dropped 20 pts or 0.4% to 5,598. HSCEI gained 2 pts or 0.0% to 9,164. Market turnover reached $204.73 billion.Active Heavyweights:BABA (09988.HK) closed at $150.6, down 2.7%XIAOMI (01810.HK) closed at $41.1, up 2.5%TENCENT (00700.HK) closed at $611.5, down 1.3%HKEX (00388.HK) clo......
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27.11.25 - 06:00
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Research: JPM Lists Top Picks for HK Stocks for 1Q26 (Table) (AAStocks)
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JPMorgan released its 2026 outlook report for Hong Kong stocks, listing its top picks for 1Q26:Stocks: Futu Holdings (FUTU.US)HKEX (00388.HK)AIA (01299.HK)GALAXY ENT (00027.HK)MGM China Holdings (2282.HK)TECHTRONIC IND (00669.HK)CHINA STATE CON (03311.HK)MTR CORPORATION (00066.HK)LINK REIT (00823.HK)HANG LUNG PPT (00101.HK)~AAST......
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27.11.25 - 05:15
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Midday Takeaway: HSI Closes Midday at 26,014, Up 86 pts; HSTI Closes Midday at 5,626, Up 7 pts; POP MART Up over 8%; MTR CORPORATION, LEE & MAN PAPER, ND PAPER, GLOBAL NEW MAT, CRYSTAL INTL Hit New Highs (AAStocks)
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At midday close, HSI rose 86 pts or 0.3% to 26,014. HSTI rose 7 pts or 0.1% to 5,626. HSCEI gained 37 pts or 0.4% to 9,199.Active Heavyweights:XIAOMI (01810.HK) closed at $41.3, up 3%BABA (09988.HK) closed at $151.2, down 2.3%TENCENT (00700.HK) closed at $614.5, down 0.8%HKEX (00388.HK) closed at $415.2, up 0.5%CCB (00939.HK) cl......
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27.11.25 - 00:06
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Hong Kong′s HKChat app raises AI expectations as 90,000 join app in debut week (SCMP)
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Hong Kong's first locally developed artificial intelligence chatbot, HKChat, has raised expectations that it could compete with more popular and established AI apps, as it racked up around 90,000 users in the city within a week of its low-key release.
HKChat is focused on providing information on local services, including real-time bus arrivals, as well as the city's weather, laws and regulations. It was the top-ranked free app on Apple's Hong Kong App Store on Sunday, according to data from app......
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26.11.25 - 09:30
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Full-day Takeaway: HSI Closes at 25,928, Up 33 pts; HSTI Closes at 5,618, Up 6 pts; MEITUAN Up over 5%; MTR CORPORATION, CHINA TOWER Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 33 pts or 0.1% to 25,928. HSTI rose 6 pts or 0.1% to 5,618. HSCEI gained 4 pts or 0.0% to 9,162. Market turnover reached $207.08 billion.Active Heavyweights:MEITUAN (03690.HK) closed at $103.8, up 5.6%BABA (09988.HK) closed at $154.8, down 1.9%TENCENT (00700.HK) closed at $619.5, down 0.9%XIAOMI (01810.HK) clo......
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26.11.25 - 05:15
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Midday Takeaway: HSI Closes Midday at 26,013, Up 118 pts; HSTI Closes Midday at 5,640, Up 28 pts; MEITUAN Up over 5%; MTR CORPORATION Hit New Highs (AAStocks)
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At midday close, HSI rose 118 pts or 0.5% to 26,013. HSTI rose 28 pts or 0.5% to 5,640. HSCEI gained 45 pts or 0.5% to 9,203.Active Heavyweights:MEITUAN (03690.HK) closed at $104, up 5.9%BABA (09988.HK) closed at $156, down 1.1%TENCENT (00700.HK) closed at $622, down 0.5%PING AN (02318.HK) closed at $57.75, up 0.3%XIAOMI (01810.......
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25.11.25 - 18:01
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China′s CXMT Takes Aim at Global Leaders With High-End DDR5 Memory Chips (Caixin)
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China's top memory chipmaker has joined the ranks of Samsung Electronics Co. Ltd. and SK Hynix Inc. in supplying some of the world's most advanced products, marking a major step forward in the country's push for self-sufficiency in artificial intelligence hardware.
ChangXin Memory Technologies Inc. (CXMT) on Nov. 23 unveiled its first domestically developed Double Data Rate 5 (DDR5) dynamic random-access memory (DRAM) chips — high-frequency, high-capacity components designed for cutting-edge AI computing servers and systems.
The DDR5 chips, released at the China International Semiconductor Expo in Beijing, boast speeds of up to 8,000 megabits per second and a maximum single-die capacity of 24 gigabits. CXMT is offering seven module types tailored for use in servers, workstations, and personal computers and has already begun supplying the products to Lenovo Group Ltd.
CXMT is currently working with Tencent Holdings Ltd. and ByteDance Ltd. to validate the chips for server deployment, according to a m...
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