17-09-2025, 10:15 AM
(17-09-2025, 09:37 AM)sgbuffett Wrote: HS Tech as expected has cleared 6000 level.
There is some performance divergence with HSI and broader non tech for Chinese stocks.due to 2 factors.
The property slow down sees no sign of recovery.
Lower interest rate will pressure bank profits hence banks and property counters that are part of HSI is a drag even as HS Tech rises.
Within Tech the focus may narrow further to AI. EV market is cooling off, e commerce and fintech hype has already peaked. So AI stocks like Alibaba and Baidu will out perform. Diversified tech like Tencent should follow HS Tech.
Baidu is up 10% to day....past few days i have already discuss its capable AI chip design arm which has alot of potential.
The semi con sectors will also see alot of interest from knvestors as SMIC and Hua Hong has closed the gap with foreign rivals and set to be the big players in the semi conductior space with alot of room tl run up. I have posted anout them in other threads.
If you are not professional to optimise returns by sector selection from the run up ....HS Tech index etf will be good enough to capture most of the returns only pros with resource tome and knowhow should stock pick for higher gains
Many novice who like to trade the intraday short term mobes got stopped out as pro traders rode the broad trend up ....
you are ingenious genius !