China, HK shares edge up on domestic AI optimism; Vanke triggers property sector slide

Reuters
10小時前
China, HK shares edge up on domestic AI optimism; Vanke triggers property sector slide

HONG KONG, Nov 27 (Reuters) - China and Hong Kong stocks edged up on Thursday as chip makers and artificial intelligence-related sectors continued their rebound, while developer Vanke's debt woes triggered a property shares selloff that dragged on the market.

** At the midday break, the Shanghai Composite index .SSEC was up 0.5% at 3,883.01, the blue-chip CSI300 index .CSI300 was up 0.3%.

** The CSI Semiconductor Index .CSI931865 and the CSI AI Index .CSI930713 both gained roughly 1%, extending recent gains.

** AI chip maker Cambricon Technologies 688256.SS rallied as much as 5.6% to a two-week high, while SMIC 688981.SS jumped as much as 3.6%.

** Optimism towards domestic AI sectors flared up again after The Information reported that the regulators have barred TikTok owner ByteDance from deploying Nvidia NVDA.O chips in new data centers.

** " China is going all-in to win its version of the AI race," analysts at Macquarie said in a note, adding that there could be more extended and accelerated infrastructure policy push supporting the sector.

** Dragging down the markets, shares of China Vanke 000002.SZ tumbled as much as 8.8%, after the company said it was seeking to delay an onshore bond repayment for the first time.

** China's CSI 300 real estate index .CSI000952 slid as much as 4.5% to the lowest since Sept 2024 on the Vanke woes, before closing down 1.5% at midday break.

** In Hong Kong, the benchmark Hang Seng Index .HSI climbed 0.3%, while the Hang Seng Mainland Property Index .HSMPI was flat after losing as much as 2%.

** On the data front, China's industrial profits fell in October after two months of growth, as businesses continued to grapple with lacklustre domestic demand and an export downturn.

** Elsewhere, Beijing announced a new plan to boost consumption in the world's second-largest economy, detailing measures that include promoting upgrades of consumer goods in rural areas and sectors such as pets and toys.

(Reporting by Jiaxing Li in Hong Kong; Editing by Rashmi Aich)

((jiaxing.li@thomsonreuters.com))

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10