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Stocks

Stocks
Stock market action from around the world, with a focus on Hong Kong, China and the rest of Asia.
A view of the Hong Kong skyline on July 22. Photo: Jonathan Wong
Hong Kong stock market

Hong Kong seeks tech exposure amid Beijing’s rising AI dominance

The city is looking to expand stock benchmarks in an effort to challenge Nasdaq’s tech dominance.

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HKEX

Exclusive | HKEX to launch debate over extending trading hours despite pushback, sources say

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China stock market

What are China’s quantitative trading funds, and why are they so controversial?

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Robotics

Unitree IPO deluge masks humanoid robots’ limitations

Retail investors subscribed for more than 5,500 times the shares on offer in Unitree Robotics’ offering amid hype about advances for humanoid robots and a run of Shanghai IPO windfalls.

Photo: SCMP
China stock market

Gold breakout rally sends Chinese bullion stocks near record highs

Sovereign-debt risks and reserve diversification seen helping revive investor optimism in the precious-metals market.

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Hong Kong stock market

Index compiler plans to add 20 more stocks to Hong Kong’s main tech tracker

Hang Seng Indexes Company says expanded 50-constituent index would feature 10 fastest-growing companies, irrespective of market cap.

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Robotics

Unitree IPO frenzy leaves retail investors with 1-in-5,500 odds

Robotics company’s US$900 million Star Market listing offers slimmer odds than recent offerings by CXMT, Moore Threads and MetaX.

Children stand near Unitree robots on display at a store in Beijing on Monday. Photo: Reuters
Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

China stock market

How CXMT’s MSCI China index entry may lure fund inflows, cement its top ranking

Chipmaker’s inclusion in main global index system set to spur passive demand and spotlight China’s growing semiconductor clout: analysts.

Banking & finance

Macroscope | Behind the AI stock market bubble lies a weak yen

The tech stock boom, financed in large part by the yen carry trade, is at risk of collapse if the currency strengthens.

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Pedestrians pass a foreign currency indicator board showing the rate of the US dollar against the Japanese yen in Tokyo on August 3. The yen surged against the US dollar, reaching its strongest level in about three months after Japanese and US monetary authorities conducted a coordinated intervention to buy the yen for the first time in 28 years. Photo: EPA
Artificial intelligence

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

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People visit the booth of Chinese AI chipmaker Cambricon Technologies at an expo in Shanghai. Photo: Getty Images
China stock market

Global AI trade revival brightens outlook for Chinese tech stocks

Improved corporate earnings and a broader global tech rebound are helping stocks bounce back from a record monthly decline.

Artificial intelligence

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

China stock market

Chinese fund managers’ pursuit of AI plays backfires as hot tech stocks wobble

AI bets have been unravelling globally amid doubts about the investment returns on cloud-service infrastructure.

Mainland China funds that switched to tech stocks last month, abandoning long-held consumer plays, saw their net asset values fall amid doubts about tech sector investment returns. Photo: Getty Images
Hong Kong stock market

Hong Kong market regulator flags more firms on share concentration

SFC notes 13 cases so far this year, already close to last year’s total of 15, and warns a lack of public float can lead to high volatility.

The firms cited by the SFC are small- and mid-cap stocks, with market values between HK$600 million (US$89 million) and HK$9 billion. Photo: Yik Yeung-man
US-China tech war

Chinese optical-module stocks rebound as analysts weigh ‘mild’ US AI curbs

FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity.

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Hong Kong stock market

Mainland investors dodge AI tumult by extending buying spree in Hong Kong

Mainland traders poured US$8 billion into Hong Kong equities in July, eyeing refuge from global tech sector volatility, in a market trading at just 12.2 times earnings.

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China stock market

China’s stock account openings slow in July amid tech sell-off

The number of new accounts opened on the Shanghai Stock Exchange was down 7 per cent month on month.

An electronic board displays stock index information in Beijing. Photo: Reuters
Hong Kong stock market

How SpaceX earnings, expiries could test Hong Kong, mainland China stocks

Elon Musk’s aerospace unit faces scrutiny as results and a share unlock loom, testing investor appetite for capital-intensive tech.

China stock market

China’s AI rout triggers 14% margin retreat in record tech sell-off

Tech stocks plummeted in July as traders unwound leveraged positions, sparking a drop in margin financing and raising concerns in Beijing.

South Korea

South Korea tightens grip on high-risk ETFs as investor losses mount

Regulators are eyeing curbs such as reducing the leverage ratio of single-stock ETFs and raising the minimum investment requirement.

A financial data screen in the dealing room of Hana Bank shows the benchmark Korea Composite Stock Price Index having lost 3.08 per cent from the previous session to an intraday low of 6,392.44 in early trading in Seoul, South Korea, on Monday. Photo: EPA/Yonhap
Banking & finance

China’s social security fund boosts A-shares, a vote of confidence in market

National Social Security Fund increases onshore stock stakes, targeting tech as state pension returns hit 5.76 per cent.

A woman walks through Wangfujing Street in Beijing on July 8. China’s population aged 60 and above reached 323 million by the end of 2025. Photo: Reuters
HKEX

Treasury bond futures ‘a milestone’ to boost Hong Kong’s bridgehead role: CSRC

First offshore China government bond futures rose more than 1 per cent on debut on Monday.

Artificial intelligence

Opinion | Why global AI exuberance is about to hit ‘nasty’ reality

The era of unprecedented expansion is giving way to a volatile period where tech firms’ soaring ambitions feel the squeeze.

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Donald Trump

Trump faces ethics storm for ‘pimping’ fast access to his Truth Social posts

The move raises questions about insider trading and using public office for private gain.

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President Donald Trump holds up an image taken from his Truth Social account at the Oval Office on June 4. Photo: AP
China stock market

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

Property’s share of Chinese household assets dropped to 52 per cent in the first quarter of 2026 from 67 per cent in mid-2021, according to a Goldman Sachs report. Photo: Getty
Banking & finance

HSBC sells US$25 billion of Australian home loans to Blackstone

The remainder of HSBC Australia’s retail business will be wound down in a phased manner over the next 18 months.

China stock market

China’s Politburo meeting bolsters hope state will support troubled stock markets

In rare reference to the nation’s capital markets, Beijing policymakers underscore their role in maintaining resilient capital markets.

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