Alyl21
09-23

The Hang Seng Tech Index’s surge to a 4-year high reflects revived optimism in Chinese technology leaders like Alibaba, Tencent, and NetEase. Valuations remain comparatively low, trading near the 24th percentile of the past five years, suggesting upside potential if earnings momentum sustains. However, geopolitical tensions, regulatory uncertainty, and global macro risks warrant caution. Investors should view the rally as an opportunity for selective exposure rather than broad chasing. Strong balance sheets and innovation pipelines will distinguish long-term winners.

HSTECH Hits 4-Year High! Still Worth Chasing HK Tech Stocks?
Hang Seng Tech Index hits a 4-year high, with its current valuation standing at the 23.9th percentile of the past 5 years. The recent surge was driven by tech giants like Alibaba, Tencent, and NetEase hitting new highs, while Baidu also skyrocketed on positive news. 1. Which Hong Kong tech stock do you think still has room to rally? 2. With global markets hitting record highs, is it finally Hong Kong’s turn? 3. Will a Fed rate cut benefit Hang Seng Tech? 4. And would you choose to buy the stocks directly or go for LEAP calls?
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