HK Stock Barometer
HK Stock Barometer delivers real-time HK stock quotes, in-depth analysis, investment strategies, and hot-topic tracking, helping investors follow HK stock trends and make smarter decisions.
Net inflow of southbound Stock Connect funds hits three-month high, domestic capital snaps up consumer and financial sectors
On July 29, 2026, the net inflow of southbound Stock Connect funds reached HK$16.8 billion, hitting a three-month high. Domestic capital focused on increasing positions in consumer and financial sectors, and the Hang Seng Index closed up 1.2%. This article analyzes the driving factors behind capital flows, sector rotation logic, and market outlook.
Global Market Turmoil: U.S. Stocks Close Lower, International Oil Prices Surge More Than 9%
Global financial markets have been highly volatile recently. The three major U.S. stock indexes closed lower under pressure, with the tech sector—especially memory-chip stocks—broadly declining. International crude oil prices surged more than 9% on supply disruptions and rising geopolitical risk. The article analyzes the impact of hawkish Fed signals, weaker-than-expected economic data, and geopolitical tensions on markets, and explores possible future paths.
HK NEV Sector Surges: Policy Boost and Demand Recovery Lift BYD to Record High
On July 28, 2026, HK NEV sector rallied, driven by China's new rural NEV subsidy policy and Tesla's Q2 deliveries beat. BYD hit a record high; XPeng and Li Auto surged over 5%. Analysts foresee sustained high H2 sales, highlighting sector allocation value.
Hong Kong tech stocks lead strong rally, Hang Seng Index breaks 28,000-point mark
On July 25, 2026, Hong Kong's three major indices closed higher collectively, with the Hang Seng Index breaking the 28,000-point mark. Tech stocks performed particularly strongly, with Meituan, JD.com, etc., hitting record highs. Analysts pointed out that expectations of mainland economic recovery and continued inflow of southbound funds are the main drivers. In the short term, attention should be paid to overseas market volatility.
Structural Divergence in a Mild Recovery: A Detailed Look at the U.S. Economy in Q1
This article examines U.S. Q1 2019 GDP growth of 2.1%, highlighting structural divergence driven by high-tech investment and federal procurement, and analyzing the forces and risks behind the mild recovery.
2026 ASEAN ports and regional logistics update: deepwater-port expansion, methanol bunkering terminals, and cross-border logistics integration
This article compiles the 2026 expansion progress of key ports in Singapore, Vietnam, Cambodia, Indonesia, and Malaysia; explains ASEAN green-shipping corridor planning, methanol bunkering support, cross-border local-currency settlement, and new digital port-logistics policies; and outlines opportunities from regional supply-chain upgrades.
SGX main-board shipping listings update: methanol dual-fuel VLCC financing and shipping REIT market analysis
In April 2026, several Southeast Asian shipping firms listed on the SGX main board disclosed fundraising plans, with funds mainly going to methanol dual-fuel VLCC construction. This article explains SGX's low-carbon listing green channel, green bond rate advantages, shipping REIT expansion, and the new ESG mandatory disclosure rules.
Asia-Pacific pre-open move: U.S. stock futures and precious metals rise together, Goldman signals a rebound
Asia-Pacific pre-open market move: U.S. stock futures and precious metals rose together, while Goldman spotted a buy-the-dip signal in momentum stocks and saw a basis for a tactical rebound, sparking debate about a short-term market bottom.
SGX Tech Stock Update: Galaxy Microelectronics Jumps 20% on Resumption as It Restructures to Buy Hengtai Ke
SGX tech stock update: Galaxy Microelectronics jumped 20% on its first day back after resuming trading, after disclosing a share issuance to acquire Hengtai Ke and raise supporting funds. Synergies, valuation, goodwill and financing pressure remain uncertain.
Broadcom's AI revenue surged 143% but the stock plunged! Is the semiconductor pullback AI collapse or a bull-market shakeout? These 3 moving averages tell you instantly whether to buy the dip or run
Broadcom's AI revenue jumped sharply, yet semiconductors still pulled back across the board. Using the 20/50/200-day moving averages to judge trend, we separate bull-market shakeouts from trend reversals, break down the three-layer AI semiconductor value chain, explain the impact of Oracle's earnings, and give allocation and trading suggestions for different names.
