Hang Seng Tech Index continues to strengthen, rising more than 3%.

A-share gaming sector rebounds from oversold levels; Shenzhou Taiyue rises over 10%, with peers Perfect World, Xinghui Entertainment, Kunlun Wanwei, Kaiying Network and Giant Network also advancing.

A-share broker sector has exited a prior lull, with rising activity and inflows. Market participants say the key shift is a breakdown of the old seesaw—broker rallies paired with tech pullbacks—after securities firms and hard-tech began rallying together. Investors are treating brokers as cheap proxies for hard‑tech exposure because many firms now hold stakes in hard‑tech via underwriting follow‑ons and direct equity investments, and the broker sector is trading at historically low valuations. That dynamic is driving a fresh value re‑rating in broker stocks.