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#AsiaInsight | Hang Seng Tech −6.45%: A Pre–Lunar New Year Squeeze—or the Start of Risk-Off?
Last week (Feb 2–6), Hong Kong equities went through a sharp bout of volatility:
👉 Southbound flows accelerated and foreign investors posted a fourth consecutive week of net buying, yet the Hang Seng Tech Index plunged 6.45%, materially underperforming A-shares and U.S. equities. 👉 Market sentiment indicators slid back to mid-December lows, firmly back in bearish territory. (Source: Industrial Securities, as of Feb 2026)
Why is HSTECH so weak? Three layers of pressure:
1️⃣ Global risk appetite is cooling Sharp moves in precious metals have reignited safe-haven demand. With its strong offshore and foreign-flow characteristics, Hong Kong equities were hit first—hence the underperformance versus A-shares.
2️⃣ Hawkish liquidity expectations are resurfacing Renewed discussion around Fed balance-sheet tightening—even if largely a forward-looking concern—has been enough to unsettle liquidity-sensitive assets. Nasdaq, crypto, and Hong Kong tech all felt the spillover.
3️⃣ Index heavyweights are facing real headwinds Hong Kong internet leaders are dealing with tax-related concerns, aggressive AI-driven “cash burn” competition, and renewed food-delivery subsidy wars. Meanwhile, the “AI disruption” narrative hitting U.S. software names has indirectly weighed on their Hong Kong peers.
Caution or opportunity?
Historically, Hong Kong equities have often seen abrupt rallies during the Chinese New Year holiday. Two recent shifts are worth watching:
After last week’s sharp correction, a large portion of negative news appears priced in;
Past “holiday rallies” have typically been preceded by a period of deep pessimism—conditions that are now falling into place.
Despite near-term noise from hawkish rhetoric, the broader backdrop remains constructive:
Global: The Fed’s long-term easing bias is intact, and overall liquidity remains ample.
Domestic: Southbound inflows have stayed strong into 2026, with local capital gaining pricing power.
Valuation: In a low-rate environment, high-quality Hong Kong tech growth assets are increasingly attractive, setting the stage for a longer-term valuation re-rating driven by both domestic and overseas capital.
Volatility is still here—but the worst may already be behind us. Tech and cyclicals remain the core themes. Rather than exiting in panic, this may be the moment to ask: which quality assets were mispriced, not structurally impaired?
Potential sectors: Hang Seng Tech, Hang Seng Internet
Tags: #HongKongStocks #HangSengTech #ChinaEquities #MarketVolatility #LunarNewYearRally
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight AI Is Becoming a Power-Hungry “Electricity Beast” — Could Energy Be the Bottleneck?
Google executives warn that access to the U.S. power transmission system has become the single biggest constraint for connecting new data centers to the grid. In some regions, the waiting time for grid access now exceeds ten years. (Source: Cailian Press, as of Jan 2026)
Demand Side: Explosive Growth in AI Power Consumption
Electricity demand from AI and data centers is accelerating at an unprecedented pace. A single advanced AI cluster can consume as much power as a small city. Leaders at the forefront of the AI wave—including Elon Musk and Jensen Huang—have repeatedly highlighted power supply constraints as the biggest challenge facing U.S. AI development in 2025.
Supply Side: Aging Grids Under Mounting Strain
According to Grid Strategies, U.S. electricity load is expected to grow at a 3.7% CAGR between 2025 and 2030, far above historical norms. Aging grid infrastructure is ill-equipped to handle the sharp peak loads driven by AI and data center expansion.
China’s Response: A $4 Trillion Grid Upgrade
China’s next-generation power system upgrade is officially underway. State Grid has announced planned fixed-asset investment of RMB 4 trillion, a figure widely viewed by the market as a multi-year, high-visibility structural tailwind spanning roughly five years.
2026: A Year of High-Conviction Growth
With strong policy support, visible long-term investment plans, and a widening global supply-demand gap, 2026 is shaping up as a year of high-conviction growth for power equipment companies. Both domestic demand (grid upgrades) and external demand (global AI-driven power shortages) are likely to reinforce each other, creating a clear earnings growth trajectory.
Potential Sectors:
Power Equipment
Petrochemicals
#AIInfrastructure #EnergyTransition #PowerGridUpgrade #DataCenterEconomy #StructuralGrowth #AsiaInsight #ChinaAMC
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight TSMC Accelerates Advanced Packaging Expansion — What’s the Signal?
Reports suggest that Taiwan Semiconductor Manufacturing Company(hereinafter referred to as TSMC) is ramping up investment in advanced packaging capacity to meet rising demand for 2nm chips used in next-generation products such as Apple’s iPhone 18 and future foldable devices.
Tech Leap & Capacity Surge
On the technology front, TSMC is expected to upgrade the architecture to enhance thermal performance and AI computing efficiency. Analysts estimate that VMCM（Wafer-Level Multi-Chip Module） monthly capacity could double by 2027, reaching around 120,000 wafers per month. (Source: Cailian Press, as of Jan 2026)
Semiconductors: Emerging Opportunities for Strategic Allocation
Improving Industry Outlook
Supported by the AI wave and a recovery in downstream consumer electronics demand, TSMC has taken a more constructive view on the semiconductor cycle and significantly raised its 2026 capital expenditure guidance. The move is widely seen as a positive signal for the broader AI and semiconductor ecosystem.
Earnings Validation
Since 4Q24, profitability across the semiconductor sector has continued to improve, providing tangible validation for the industry’s growth narrative. With the 2025 earnings season approaching, the semiconductor sector remains an area worth close attention.
#AIInfrastructure #ChipSupplyChain #NextGenSemiconductors #CapexCycle #AsiaTech #AsiaInsight #ChinaAMC
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only and does not constitute an offer or invitation to anyone to invest in any stocks and has not been prepared in connection with any such offer. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight Young Investors Are Flooding In as China’s ETF Market Reaches a New Milestone. What Are the Signals for 2026?
2025 A-Share Account Openings Hit Multi-Year Peak:
27.44 million new A-share accounts were opened last year, representing a 9.75% year-on-year increase and marking the highest annual level since 2022. (Source: Shanghai Stock Exchange, as of December 2025)
Key takeaways:
1️⃣ Institutional participation accelerating — 104,500 new institutional accounts (+35% YoY), fueled by policy tailwinds.
2️⃣ Young investors emerging as a major force — Over 45% of new retail accounts held by investors under 35. 3️⃣ Foreign investors turning more constructive — Goldman Sachs, UBS, and JPMorgan have raised their outlooks, noting a shift from valuation repair to earnings-driven growth
ETF market milestone:
China’s onshore ETF AUM surged past RMB 4trillion, 5trillion, and 6trillion in 2025.(Source: Wind, as of Dec 2025)
Amid this boom,ChinaAMC’s non–money market ETF AUM exceeded RMB 1 trillion for the first time, making it the first mutual fund manager in China to enter the “RMB 1 trillion club.”With 117 ETFs, ChinaAMC has built a comprehensive product ecosystem, delivering long-term value to investors through industry-leading low fees. (Source: Wind, ChinaFund News, as of January 12, 2026)
Outlook for 2026:Market consensus suggests that earnings growth will become the core driver of A-share performance, with particular focus on structurally clear themes such as AI, new energy, and advanced manufacturing.
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#ChinaAMCInsight #AsiaInsight #ETFInvesting #PassiveInvesting #Ashares
先日、中国で女性向けの恋愛ゲームにはまる人たちについて扱ったドキュメンタリーを見たけど、その内容に通じる件だよな…。この件への反応含めて、胸が痛む。#乙女ゲーム
#NHK #AsiaInsight
中国 仮想恋愛に生きる女性たち
https://t.co/baEDDrCGX2
きつい。これは中国の世論荒れるのでは
#AsiaInsight 🌏🚀 Breakthrough! Alibaba’s Self-developed AI Chip Has Entered Testing Phase
Even more importantly, this chip doesn’t rely on TSMC for fabrication! This signifies that China is paving a truly independent path in high-end AI chips—from design to production. 💡
Alibaba’s move sends a strong signal:
🔥🇨🇳 Domestic chips are shifting from “backup” ➝ “mainstream.”
This breakthrough could mark the beginning of a comprehensive resurgence in China’s semiconductor sector. The next big wave may be ignited by these "picks and shovels" providers.🚀
👀Potential sectors: Sci-Tech Semiconductors and Sci-Tech Artificial Intelligence.
#ChinaAMCInsight #AsiaInsight #Semiconductors #AI #ChinaTech #Innovation #Breakthrough
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight 🌏💰Capital Floods into Hong Kong Stock Market– Southbound Fund Flows Surge Past HK$900 Billion
📈Driven by valuation advantages and strong growth potential, Hong Kong’s tech sector has led the revaluation of Chinese assets this year.
💰The market’s “profit effect” has significantly intensified: Southbound inflows smashed its annual record in just seven months. As of August 19, cumulative net inflows have exceeded HK$900 billion, the highest on record. (Source: Wind)
🌟After several years of adjustment, Hong Kong equities now stand out for their value. With global capital rotating out of the U.S. dollar-denominated assets into non-dollar ones, alongside China’s structural reforms and industrial transformation, Hong Kong could be well positioned to be an early beneficiary. 🚀🇭🇰
Reference: Research report issued by Haitong Securities , as of July 2025
#HongKongMarket #SouthboundFunds #AsiaWatch #ChinaAssets #TechStocks #CapitalFlows #AsiaInsight #ChinaAMCInsight
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight The A-share market surged across the board on August 18, with the Shanghai Composite Index soaring to an intraday high of 3,740.50 — its highest level since August 20, 2015. 📈
At the same time, the total market capitalization of A-share companies topped RMB 100 trillion for the first time in history, crossing the landmark milestone. 💰 Who’s driving the rally? 🤔
#ChinaMarket #AShares #ShanghaiComposite #StockMarket #MarketRally #Investing #ChinaAMCInsight
Source: Wind, as of August 2025
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight Chinese innovative drugs sweep the Globe, and their overseas journey just began
The innovative drug market has shown strong momentum recently (Hang Seng Biotech Index surging over 50% year-to-date). (Data source: Wind, as of June 18, 2025)
During recent years, China has emerged as a frontrunner in novel drug development, with 4,382 new clinical-stage drugs over the past decade. 2024 alone delivered a record 704 drugs entering clinical phases - paralleling the US in terms of late-stage clinical development.
What is happening under the hood is that China's centralized procurement policies have forced domestic pharmaceutical companies to pivot sharply into innovation.
People see increase in cross-border licensing deals as global pharmas start to recognize Chinese drug innovation, thus creating a powerful new growth engine for domestic biotech companies. Such validation isn't just about the revenue but a fundamental revaluation of the entire innovative drug sector as companies prove their worth internationally.
Beyond this, AI is quietly revolutionizing drug discovery and development, and perhaps fundamentally changing how pharmas compete.
Reference: Research report issued by FOUNDER SECURITIES CO. in June 2025
Risk Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#Biotech #ChinesePharma #DrugDiscovery #AIHealthcare #Innovation #ChinaAMCInsight
#AsiaInsight Ant Group International Seeks Stablecoin Licenses in Hong Kong and Singapore
Ant Group International confirmed plans to secure stablecoin licenses in Hong Kong and Singapore, marking their entry into the digital currency space.
What is stablecoin?
Stablecoins offer the efficiency of digital payments with the stability traditional finance requires, making them particularly valuable for cross-border trade where speed and cost matter.
As more jurisdictions establish clear regulatory frameworks, institutional players feel comfortable joining in. Due to its efficiency for international trade payments, stablecoins are becoming very popular in key trade regions.
Multiple jurisdictions are establishing clear frameworks for stablecoin operations, recognizing their potential to enhance payment infrastructure while maintaining oversight. This regulatory clarity is driving institutional participation and could accelerate mainstream adoption.
Stablecoins are positioned as integral components of the digitizing global monetary system. The boom extends beyond Web3 innovation—it's becoming a core part of how the global financial system is going digital.
#ChinaAMCInsight #stablecoin #web3
Disclaimer：Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
#AsiaInsight DeepSeek-R1 Signals Shift from "Tech Catch-Up" to "Innovation Leadership
DeepSeek-R1's latest upgrade delivers breakthrough efficiency gains that could reshape the competitive landscape. Here are three breakthroughs that catch AI geeks' eyes:
40% improvement in reasoning efficiency 35% reduction in computational costs Removes barriers to large-scale commercial deployment China's transition from technology follower to innovation leader represents a important shift in global AI dynamics.
Moreover, here are three main Strategic Pillars that drive Growth in China's AI industry:
🔹 Technical Evolution: Multi-modal integration becoming mainstream
🔹 Computing Infrastructure: 50+ ultra-large-scale AI computing centers operational nationwide, with 15 national-level nodes delivering 200+ EFLOPS total capacity
🔹 Data Governance: 10 major cities piloting data rights frameworks, while national "AI Training Data Whitelist" addresses compliance and supply challenges.
#ChinaAMCInsight #ChineseAI #DeepSeek #ArtificialIntelligence #TechInnovation #EmergingTech #Innovation
Disclaimer: Investment involves risk, including possible loss of principal. The information contained herein is for reference only. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
NHK BS 02/04 23:35 Ａｓｉａ Ｉｎｓｉｇｈｔ コーヒーラッシュに沸く少数民族の村～中国 雲南～ #nhkbs #AsiaInsight https://t.co/kz3XvdI5ct
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