By midday Hong Kong stocks slipped after an early recovery; the HSI was down
0.15% while the Hang Seng Tech Index rose 0.62%. PCB-related names led gains:
00148.HK +21%+, 01888.HK +14%+, 02476.HK +8%+. Chip stocks advanced: 09903.HK
+11%+, 00981.HK +4%+. Optical-communications names outperformed, with 06869.HK
and 01729.HK both >5% higher. Other outperforming themes included brain–computer
interface, artificial intelligence, internet large-caps, household appliances,
retail and OLED. Weak sectors: biotech, ports & shipping, oil & gas services,
coal and logistics. Notable stock moves: 01912.HK resumed trading +144% after
receiving a full takeover offer at roughly a 34.82% discount; 00700.HK +3%;
00568.HK -17%.
