02228

Stocks with Projected Weighting Increases: Several stocks are expected to see significant increases in their weighting, including CHINAGOLDINTL (+4.000%), ZIJIN GOLD INTL (+4.700%), and GANFENGLITHIUM (+2.250%), with inflows projected at $187 million, $173 million, and $134 million respectively.

Stocks with Projected Weighting Decreases: Notable stocks facing projected decreases in weighting include TENCENT (+11.000%) and BABA-W (+1.800%), with outflows estimated at $334 million and $198 million respectively.

Short Selling Data: The short selling ratios for several stocks are high, with TENCENT and BABA-W showing ratios of 21.096% and 21.188%, indicating significant market skepticism.

Market Overview: The overall market sentiment reflects a mix of inflows and outflows, with certain stocks gaining investor confidence while others are experiencing notable sell-offs.

Hong Kong Stock Market Performance: Hong Kong stocks saw significant gains, with the HSI rising 550 points (2.1%) to close at 26,485, and the HSCEI and HSTECH also experiencing increases of 2.1% and 2.7%, respectively.

Impact of China's AI Chip Ban: Mainland China's ban on data centers receiving national subsidies from using foreign AI chips led to notable increases in chip stocks, with SMIC and HUA HONG SEMI rising by 7.3% and 9.1%.

Tech Stocks Movement: Major tech companies like Alibaba and JD.com saw their shares increase by 4.1% and 3.3%, while Tencent and Meituan also experienced gains, contributing to a positive trend in the tech sector.

Commodities and Gold Mining Stocks: Commodities stocks thrived, with CHALCO and CHINAHONGQIAO surging by over 9%, and gold mining stocks like LINGBAO GOLD and ZIJIN MINING also showing strong performance, reflecting a robust market for these sectors.