The Hang Seng Index has reached 26,000 points, marking a 4-year high.
$TENCENT(00700)$ closed at HK$633, hitting a 3-year high, while $NetEase(NTES)$ climbed to $145, a record high.
Boosted by the rise of AI large models, the gaming industry is being revalued. With cost reduction and efficiency gains, future games are expected to become more sophisticated—and even more effective at driving in-game spending.
Among Hang Seng Index constituents:
$XIAOMI-W(01810)$ is up 62.90%, $CHINA LIFE(02628)$ is up 58.79%, $TENCENT(00700)$ is up 51.67%, $HSBC Holdings PLC(HSBC)$ is up 41.67%
Notable gainers include: $POP MART(09992)$ , up 222.80%, $SINO BIOPHARM(01177)$ , up 178%, $CHOW TAI FOOK(01929)$ , up 146.39%
So far this year, 11 Hang Seng Index constituents have doubled in value.
With global markets hitting new highs, while China markets - HK stock and A- shares - still not reclaim previous highs.
Are they still undervalued?
Are you bullish on gaming industry?
Leave your comments to win tiger coins~
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- Isleigh·2025-09-10TOP恒生指数（HSI）突破26,000点不仅仅是技术突破，它反映了在美联储政策不确定性的情况下，全球资本重新转向亚洲。虽然这次反弹很有希望，但基础并不广泛，而且有利于人工智能、消费者复苏和保险等与北京优先事项一致的行业。除了腾讯控股和阿里巴巴-SW之外，我还关注小米的人工智能硬件支点，中国生物制药的价值和政策支持，周大福作为消费者信心的代表，中国人寿的人口和政策推动力，泡泡玛特的利基零售增长。我的重点是突破后的盘整、强劲的基本面以及与中国五年计划的一致性。我远离夸大的电动汽车名称和僵尸国有企业。这是一个选股者的市场。我不是财务顾问。同志们，明智交易！@isleighLikeReport