Truth is HSI can’t just hold itself up unless the news comes out of China itself like the Ant Financial’ IPO announcement July 2020.

Investor summaryNeutral

HSI needs major domestic catalysts like the 2020 Ant IPO to overcome low sentiment caused by tech crackdowns.

Bull points

Potential for positive domestic news to emerge and leverage the current low sentiment.
Market could rebound if favorable policies or announcements are made after this week.

Bear points

Ongoing regulatory crackdowns on the tech sector are suppressing corporate growth.
Market sentiment remains fundamentally low without strong domestic catalysts.
HSI lacks the internal momentum to sustain itself without external positive news.

2020.HK降息与宏观

Post body

Ever since then with Xi cracked down on technology suppressing corporate growth on a non-China state base platform sentiment has been low. Possibly after this week some positive news from out of China can leverage this.

Discussion · top comments5 selected

u/Awkward-Way1023 1· 30d ago

NYSE up 2% compared to HKEx

u/BaBaBuyey 1· 30d ago

Always

u/carmen_ohio 0· 30d ago

1 day. Chill

u/idiotkalle 1· 30d ago

The same 1 day everyday

u/CPA-CA 2· 30d ago

I know right. Why is there always some smart Aleck that comes out and states "only 1 day" as if it's been down for only that time, and they had the perfectly timed entry of the previous day's low, when in fact the reality is we've been down 8 months since Oct 1, 2025, and last 15 weeks straight down from the early January 2025 move? Lol.

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