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Hong Kong robotics names strengthened in afternoon trade after intraday swings. Horizon Robotics (09660.HK) rose more than 15%, Hesai-W (02525.HK) gained over 5%, and other robotics stocks including Weichuang Robotics (02252.HK) and Suteng Juchuang (

2026-06-29

Hong Kong robotics names strengthened in afternoon trade after intraday swings. Horizon Robotics (09660.HK) rose more than 15%, Hesai-W (02525.HK) gained over 5%, and other robotics stocks including Weichuang Robotics (02252.HK) and Suteng Juchuang (02498.HK) also advanced.

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2026-06-29

1. my country achieves a major breakthrough in the research and development of superconducting magnets for nuclear fusion reactors. 2. Another significant milestone: three world-class high-performance carbon fiber production lines commence operation

1. my country achieves a major breakthrough in the research and development of superconducting magnets for nuclear fusion reactors. 2. Another significant milestone: three world-class high-performance carbon fiber production lines commence operation. 3. US media: The US and Iran agree to halt mutual attacks and will meet in Qatar this week. 4. Iranian Foreign Minister: The Straits of Hormuz will be under full Iranian supervision within 30 days; any interference will delay their reopening. 5. China's first high-altitude integrated photovoltaic-hydrogen storage project has generated over 4 billion kilowatt-hours of electricity. 6. This year, computing power-related products have seen accelerated overseas expansion, with Wuhan-based companies reporting a more than 100-fold year-on-year increase in exports of optical modules exceeding 800G. 7. Prices of core components such as memory, hard drives, CPUs, and graphics cards have generally risen, leading to significant price increases for many popular computer models. 8. Nikkei 225 ETF Huaan: Trading suspended from the opening of the market on June 29th until 10:30 AM. 9. Global Chip LOF: Trading suspended from the opening of the market on June 29th, resuming at 10:30 AM. 10. The China-Korea Semiconductor ETF is trading at a high premium and will be suspended from trading starting June 29th, resuming at 10:30 AM. 11. Huatai-PineBridge Nasdaq ETF has issued a warning of high premium risk and may be temporarily suspended during trading. 12. Invesco Nasdaq Technology ETF is trading at a premium exceeding 17% and will be suspended from trading starting June 29th until 10:30 AM. 13. HuaAn Nikkei 225 ETF has issued a warning of high premium risk and will be suspended from trading starting June 29th until 10:30 AM.
2026-06-29

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% a

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% and 51.2%, with AI as the core theme. Since Q2 AI-sector volatility has increased; previously leading semiconductors, optical modules and PCBs face Historically high trade crowding, and recent flows are moving into less crowded upstream materials and infrastructure — notably minor metals, electronic fabrics and optical fiber. CICC judges that with the AI trend intact, the market is more likely to display style diffusion than a systemic style rotation, making select upstream sub-sectors the current focus.
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