Robotics-related names in Hong Kong equities strengthened in early trade: Horizon Robotics (09660.HK) gained over 8%, Midea Group (00300.HK) rose more than 4%, and 51VV (06651.HK) and SenseTime (00020.HK) also advanced.

韓國KOSPI指數跌幅收窄至1%以內，此前跌2%。

Zhongtai Securities says the market will likely hold a clear bottom and consolidate over the next one to two weeks. After major IPO listings, falling uncertainty and repaired sentiment could lift the market toward prior highs or new highs. Leadership is expected to remain a diffusion across technology names rather than a broad style rotation. High-conviction tech plays: storage, semiconductor equipment and the overseas compute chain, with storage and chip equipment seen as most certain. Non-tech pockets to watch: new energy, AI-related specialty materials and minor metals, construction machinery and securities brokers. New energy is supported medium-term by higher power demand from AI compute expansion and export demand. In AI materials, a price upcycle in copper-clad laminate (CCL) has begun. Brokers should benefit from IPO cornerstone buying and higher trading activity, offering tactical swing opportunities.