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Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generat

2026-06-26

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generation equipment; target strategic and emerging industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics and controlled nuclear fusion; and favor low-valuation, high-quality stocks with rising industry beta in cyclical subsectors, including construction/engineering machinery and machine tools.

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2026-06-26

Hang Seng Index futures opened the day session down 0.58% at 22,948, trading at a 129-point discount to the cash index.

Hang Seng Index futures opened the day session down 0.58% at 22,948, trading at a 129-point discount to the cash index.
2026-06-25

Nvidia's (NVDA.O) stock price quickly fell by 3%.

Nvidia's (NVDA.O) stock price quickly fell by 3%.
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