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Net inflow of southbound funds reached 10 billion yuan.
2026-07-06
Net inflow of southbound funds reached 10 billion yuan.
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2026-07-05
China Galaxy Securities says tech-manufacturing leadership rotated from May’s AI+new energy to June’s semiconductors+AI+aerospace, with sector rotation slowing and market leadership narrowing. Combining macro, style and industry signals, it assesses
China Galaxy Securities says tech-manufacturing leadership rotated from May’s AI+new energy to June’s semiconductors+AI+aerospace, with sector rotation slowing and market leadership narrowing. Combining macro, style and industry signals, it assesses the current backdrop as macro under pressure but with clear structural themes; despite constrained risk appetite, capital is concentrating on manufacturing upgrades, energy security and AI, driving sustained inflows into sci‑tech innovation, semiconductors, aerospace and manufacturing — which the firm flags as the sectors with the strongest relative-return potential while growth-style remains dominant.
2026-07-06
The Hang Seng Tech Index rose 1%, the Hang Seng Index rose 0.8%, and auto stocks strengthened, with Leapmotor (09863.HK) rising nearly 7%.
The Hang Seng Tech Index rose 1%, the Hang Seng Index rose 0.8%, and auto stocks strengthened, with Leapmotor (09863.HK) rising nearly 7%.
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