HKEX_Comments
09-10

The Hang Seng Index has reached 26,000 points, marking a 4-year high.

$TENCENT(00700)$ closed at HK$633, hitting a 3-year high, while $NetEase(NTES)$ climbed to $145, a record high.

Boosted by the rise of AI large models, the gaming industry is being revalued. With cost reduction and efficiency gains, future games are expected to become more sophisticated—and even more effective at driving in-game spending.

Among Hang Seng Index constituents:

$XIAOMI-W(01810)$ is up 62.90%, $CHINA LIFE(02628)$ is up 58.79%, $TENCENT(00700)$ is up 51.67%, $HSBC Holdings PLC(HSBC)$ is up 41.67%

Notable gainers include: $POP MART(09992)$ , up 222.80%, $SINO BIOPHARM(01177)$ , up 178%, $CHOW TAI FOOK(01929)$ , up 146.39%

So far this year, 11 Hang Seng Index constituents have doubled in value.

With global markets hitting new highs, while China markets - HK stock and A- shares - still not reclaim previous highs.

  1. Are they still undervalued?

  2. Are you bullish on gaming industry?

  3. Leave your comments to win tiger coins~

HSI Surpasses 26000! NTES ATH, 11 Stocks Doubled: Still Have Chance?
HSI has reached 26,000 points, marking a 4-year high. Tencent closed at HK$633, hitting a 3-year high, while NetEase’s U.S.-listed shares climbed to $145, a record high. Xiaomi is up 62.90%, China Life Insurance is up 58.79%, Tencent is up 51.67%, HSBC is up 41.67% Notable gainers include: Pop Mart, up 222.80%, Sino Biopharmaceutical, up 181.97%, Chow Tai Fook Jewellery, up 146.39% So far this year, 11 Hang Seng Index constituents have doubled in value. ----------- 1. Are you bullish China stock markets refresh record highs? 2. Except for BABA & Tencent, would you look at other tech stocks?
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Comments

  • Isleigh
    09-10
    Isleigh
    The Hang Seng Index (HSI) crossing 26,000 marks more than a technical breakout—it reflects a shift in global capital back into Asia amid Fed policy uncertainty. While the rally is promising, it’s not broad-based and favors sectors aligned with Beijing’s priorities like AI, consumer recovery, and insurance. Beyond Tencent and Alibaba, I’m watching Xiaomi for its AI hardware pivot, Sino Biopharm for value and policy support, Chow Tai Fook as a consumer sentiment proxy, China Life for demographic and policy tailwinds, and Pop Mart for niche retail growth. My focus is on post-breakout consolidation, strong fundamentals, and alignment with China’s 5-year plan. I’m staying clear of overhyped EV names and zombie SOEs. This is a stock picker’s market. I'm not a financial advisor. Trade wisely, Comrades! @isleigh
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