TREE NEWS reports: In August, 1,072 private fund institutions conducted 6,148 surveys of A-share listed companies, covering 599 stocks, a 289.61% month-on-month surge. Semiconductors, medical devices, and general equipment drew the most attention, with Actinic Technology leading at 105 surveys, the only firm to exceed 100.
TREE NEWS reports: As A-share half-year reports close, Q2 holdings of social security funds, insurers, and basic pension funds show consensus additions in banks, AI computing, new productive forces, and safe-haven assets, while consumer sector allocations diverged in pace and focus.
TREE NEWS reports: As 2026 interim reports close, A-share listed firms show faster profit growth but widening sector divergence. Electronics, AI hardware, nonferrous metals, chemicals and high-end manufacturing beat expectations, while agriculture, property, building materials, steel and some consumption lag. Fund managers say tech growth enters an ‘earnings verification’ phase, where outperformance depends on converting AI trends into orders, revenue and profit, not just concept exposure.
TREE NEWS update: Since 2026, 17 biotech companies have listed on HKEX, raising HK$18.501 billion, accounting for 16.19% of the 105 new listings. Meanwhile, 110 biotech firms filed for Hong Kong IPOs this year, covering oncology, CGT, radiopharma, ophthalmology, and medical devices. A notable trend: many A-share drugmakers pursue dual listings, with some making repeated filings.
TREE NEWS reports: Chinese insurers are increasing their allocation priority to dividend-yielding stocks for Q4, according to an equity investment head at a major Shanghai insurer on September 3. The shift comes as A-share market volatility widens and the market transitions from oversold rebound to range-bound trading, making dividend assets more attractive.
TREE NEWS reports: Hong Kong-listed companies have spent over HK$100 billion on share buybacks this year, with 8.24 billion shares repurchased by Sept 3, up 55.4% year-on-year. The Hang Seng Index slipped 1.63% in 2026 amid liquidity-driven volatility. Major shareholders increased stakes in AI, innovative drugs, and property chain sectors.
TREE NEWS reports: This week (Aug 31-Sep 4), 82 new funds started raising, a record weekly high. Among them, the first batch of eight ChiNext computing infrastructure ETFs will launch on Sep 4. So far, 167 funds are raising or about to, with 112 equity funds, including 84 index funds.
TREE NEWS reports: Tesla’s stock reversed course to trade lower in after-hours trading on the US market. The move follows the regular session’s close. Details on the extent of the decline were not immediately available.
TREE NEWS reports: FTSE China A50 index futures rose 0.40% in the overnight continuous session, closing at 14,613 points. The gain reflects positive sentiment in Chinese equities amid global market moves.
TREE NEWS reports: The US Rate-Cut Winners Index rose 1.27% to 94.04 points on Thursday (September 3), after an initial surge that peaked at 94.80 points at 21:36 Beijing time before retreating. The index tracks stocks likely to benefit from Federal Reserve rate cuts.
TREE NEWS reports: US stock index futures closed higher Thursday night in New York. S&P 500 futures rose 0.97%, Dow futures gained 1.13%, and Nasdaq 100 futures climbed 1.08%. Russell 2000 futures added 0.41%.
TREE NEWS reports: On Thursday, September 3, US sector ETFs mostly advanced, with the network stock index ETF up 2.1% and financials ETF gaining 1.56%. Consumer discretionary, technology, banking, global tech, and industrial ETFs each rose at least 1.03%, while semiconductor ETF lagged with a 0.39% gain. Energy ETF fell 0.74%.
TREE NEWS reports: The Magnificent 7 index gained 2% to close at 231.12 points on Thursday, September 3, after opening higher and trading in a narrow range at elevated levels. The mega-cap tech index rose 1.74% to 453.69 points. Tesla led gains, closing up 5.42%.
TREE NEWS reports: The Bloomberg Electric Vehicle Price Return Index gained 0.84% on Thursday, closing at 3414.70 points. Among constituents, Hesai Technology surged over 11%, Aurora Innovation rose 8%, and Tesla advanced 5.42%, ranking third.
TREE NEWS update: Tencent Music Entertainment has completed the pricing of its $1 billion notes offering. The company announced the move, which marks a significant debt raise in the current market. Proceeds are expected to be used for general corporate purposes, as per the statement.
TREE NEWS update: Bank of America has intensified its focus on AI-related companies that may need financing, M&A advice and other products, assigning Gregg Nabhan, Jill Schwartz and Ray Wood to collaborate across industry groups. The move aims to deepen relationships with clients in the “AI ecosystem,” spanning hundreds of firms in the AI infrastructure supply chain and value chain.
TREE NEWS update: DocuSign reported fiscal Q2 revenue of $875.7 million, beating the analyst estimate of $867.2 million. Adjusted EPS came in at $1.16, above the expected $1.09. The company raised its full-year revenue guidance to $3.50-$3.51 billion, from a prior range of $3.49-$3.50 billion. Shares rose 12% in after-hours trading.
TREE NEWS update: Samsara reported fiscal second-quarter revenue of $508.4 million, surpassing analyst expectations of $398.1 million. The company’s strong performance reflects robust demand for its connected operations cloud platform. Shares reacted positively in after-hours trading.
TREE NEWS update: Flex announced it will acquire Epc Power at a valuation of $4.4 billion. The deal underscores Flex’s expansion in power management technology. Financial terms beyond the valuation were not disclosed.
TREE NEWS update: Zscaler reported fiscal Q4 revenue of $898.2 million, beating analyst estimates of $877.2 million. Adjusted EPS came in at $1.19, above the expected $1.09. The company guided fiscal 2027 revenue to $3.91-3.94 billion, in line with the $3.91 billion consensus.
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