So much for the quiet pre-holiday trading session as Asian equities were mixed though Australia was closed for Australia Day, Indonesia was closed for Al Isra’ wal-Mi’raj, South Korea was closed for the Korean New Year, and Taiwan was closed for Chinese New Year.
The listed gadgets and generation sets in Hong Kong and Hong Kong, on specific semiconductors, were not immune to Deepseek having an effect on the global AI ecosystem. The Hong Kong International Semiconductor Society fell by -7. 63%. Meanwhile, indexed communication on a continent and brands of electronic parts have hardly been affected.
Deepseek IA highlights the threat of concentration of the S&P 500 and the movements of global obese for Americans in the world. Does diversification go back in 2025? We’ll see! Investors in the continent would have been more likely to achieve the sale today, because it was the last negotiation day until next Wednesday. The ETF favored through the Chinese “national team”, that is, investment corporations related to sovereign wealth, had larger volumes than the average, nor can they compensate for the sale that investors have holiday species.
Mainland media outlet Yicai noted that the new electronics trade-in subsidy had led to 10.8 million smartphone and smartwatch purchases in the first four days! Amazing!
China’s Regulatory Commission, the SEC of China, has issued the “Action Plan to promote high quality investment development index in the capital market”, although liberation obviously did not have an effect on the market.
The indexed movements in Hong Kong were broadly led through Tencent, which gained 1. 29%, Alibaba, which gained 2. 95%, Meituan, which fell by 0. 20%, Kuaishou, which gained 3. 82%, jd. com, which gained 1. 03%, Baidu, which gained 3. 92%, and Trip. com. which gained 1. 75%. Investors on the mainland bought a very healthy network of $1. 17 billion worth of stocks and NFB indexed in Hong Kong on Monday.
The “official” “official” PMI in January 49. 1 opposed a 50. 1 planned 50. 1 and November, while PMI 50. 2 non -manufacturing opposed the hopes of 52. 2 and 52. 2. 2 of November. I did not present an estimate, but, if the value was carried out, how do you not expect the fall of December PMI?
Hong Kong is open, but continental China is closed.
It is interesting to see U.S. agriculture stocks and futures perking up. Last Tuesday, I noticed China’s General Administration of Customs stopped soybean imports from five Brazilian firms due to “plant health requirements.” I wonder if the U.S. and China are further along in a trade deal talks as U.S. agriculture purchases, along with Boeing airplanes, are obvious areas of where China can raise U.S. imports?
The Hang Seng and Hang Seng Tech indexes gained +0.66% and +0.64%, respectively, on volume -7.81% from Friday, which is 108% of the 1-year average. 368 stocks advanced while 125 stocks declined. Main Board short turnover increased +4.25% from Friday, which is 108% of the 1-year average, as 15% of turnover was short turnover (Hong Kong short turnover includes ETF short volume, which is driven by market makers’ ETF hedging). The growth factor and small caps outpaced the value factor and large caps. The top-performing sectors were Utilities, which gained +1.65%, Real Estate, which gained +1.65%, and Consumer Discretionary, which gained +1.55%. Meanwhile, the worst-performing sector was Information Technology, which fell -0.27%. The top-performing subsectors were media, consumer durables, and paper & packaging. Meanwhile, semiconductors, electrical equipment, and technology hardware were among the worst-performing subsectors. Southbound Stock Connect volumes were 1.5x pre-stimulus levels, as Mainland investors bought a net $1.17 billion worth of Hong Kong-listed stocks and ETFs, including the Hong Kong Tracker ETF, a large net buy, Tencent, a moderate net buy, ZTE, Xiaomi, Meituan and Alibaba. Meanwhile, SMIC and Kingsoft Cloud were small net sells.
Shanghai, Shenzhen and the Star Council fell -0. 06%, -1. 30% and -2. 03%, respectively, in the volume that decreased to -8. 61% compared to Friday, or 102% of the average to 1 year. 1,790 higher inventories, while 3,189 inventories have decreased. The price and giant ceilings have dropped less than the expansion and small tapas. The maximum effective sectors were public services, which earned + 1. 77%, energy, which won + 1. 05%and materials, which earned + 0. 77%. Meanwhile, the least effective sectors were data technologies, which fell from -2. 94%, genuine heritage, which fell through -1. 46%and industrialists, which fell by -0Atray 73%. The maximum effective subsectors were motorcycles, ports and electrical appliances. Meanwhile, the communication apparatus, electronic parts and electric power production between less effective subsectors. The northern inventory connection volumes were just above the average. CNY and the Asian dollar index showed small losses compared to the US dollar. Treasury ties have recovered. Copper and pink steel.
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