Geopolitics Alpha

Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech

Published . Updated .

Key takeaways

  • Exposed: FXI, EWH, BABA, NTES, JD
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAHong Kong Stocks Roar Back asValue Rotation Boosts China TechGEOPOLITICS ALPHA

This report is about China and Hong Kong.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • EWH iShares MSCI Hong Kong ETF-3.5% 30d

    iShares MSCI Hong Kong ETF holds stocks listed in Hong Kong, which this story is about (“hong kong”).

  • BABA Alibaba Group Holding-7.6% 14d

    Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • NTES NetEase

    NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • JD JD.com+1.1% 7d

    JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • BIDU Baidu-11.0% 30d

    Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • SIMO Silicon Motion Technology-27.2% 30d

    Silicon Motion Technology (semiconductors and related devices) is one of the largest Hong Kong-based companies traded in the US, so news about Hong Kong (“hong kong”) reaches its shares.

  • MLCO Melco Resorts & Entertainment-11.7% 11d

    Melco Resorts & Entertainment (hotels and motels) is one of the largest Hong Kong-based companies traded in the US, so news about Hong Kong (“hong kong”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FXI-5.46%-3.99%baseafter closeafter closeafter closeafter close
EWH-5.96%-3.74%baseafter closeafter closeafter closeafter close
BABA-5.52%-3.63%baseafter closeafter closeafter closeafter close
NTES-7.55%-4.77%baseafter closeafter closeafter closeafter close
JD-7.59%-5.17%baseafter closeafter closeafter closeafter close
BIDU-2.24%-4.40%baseafter closeafter closeafter closeafter close
SIMO+24.62%+2.70%baseafter closeafter closeafter closeafter close
MLCO-18.47%-12.53%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech Bloomberg.com

Source: Bloomberg

How far Ishares China Large-Cap Etf (FXI) has moved since 5 Nov 2026

CompanyWhenMoveStatus
Alibaba Group Holding (BABA)three days earlier-3.63%final price
Alibaba Group Holding (BABA)five days earlier-5.52%final price
Baidu (BIDU)three days earlier-4.40%final price
Baidu (BIDU)five days earlier-2.24%final price
Ishares Inc Msci Hong Kong Index Fd (EWH)three days earlier-3.74%final price
Ishares Inc Msci Hong Kong Index Fd (EWH)five days earlier-5.96%final price
Ishares China Large-Cap Etf (FXI)three days earlier-3.99%final price
Ishares China Large-Cap Etf (FXI)five days earlier-5.46%final price
JD.com (JD)three days earlier-5.17%final price
JD.com (JD)five days earlier-7.59%final price
Melco Resorts & Entertainment (MLCO)three days earlier-12.53%final price
Melco Resorts & Entertainment (MLCO)five days earlier-18.47%final price
NetEase (NTES)three days earlier-4.77%final price
NetEase (NTES)five days earlier-7.55%final price
Silicon Motion Technology (SIMO)three days earlier+2.70%final price
Silicon Motion Technology (SIMO)five days earlier+24.62%final price

Congressional stock trades in Ishares China Large-Cap Etf (FXI)

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares China Large-Cap Etf (FXI)

Companies tied to this story

  • FXI Ishares China Large-Cap Etf

    For “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

  • EWH Ishares Inc Msci Hong Kong Index Fd

    For “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” Ishares Inc Msci Hong Kong Index Fd (EWH) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Hong Kong ETF holds stocks listed in Hong Kong, which this story is about (“hong kong”)

  • BABA Alibaba Group Holding

    In “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence. Reason on file: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • NTES NetEase

    For “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” NetEase (NTES) is linked, with no stored direction, medium confidence. Reason on file: NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • JD JD.com

    For “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” JD.com (JD) is linked, with no stored direction, medium confidence. Reason on file: JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • BIDU Baidu

    In “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” Baidu (BIDU) is linked, with no stored direction, medium confidence. Reason on file: Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • SIMO Silicon Motion Technology

    For “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” Silicon Motion Technology (SIMO) is linked, with no stored direction, medium confidence. Reason on file: Silicon Motion Technology (semiconductors and related devices) is one of the largest Hong Kong-based companies traded in the US, so news about Hong Kong (“hong kong”) reaches its shares

  • MLCO Melco Resorts & Entertainment

    Melco Resorts & Entertainment (MLCO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech.” Reason on file: Melco Resorts & Entertainment (hotels and motels) is one of the largest Hong Kong-based companies traded in the US, so news about Hong Kong (“hong kong”) reaches its shares

Ishares China Large-Cap Etf (FXI)

Ishares China Large-Cap Etf (FXI) is the company in “Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech,” the 5 Nov 2026 this story story.

For Ishares China Large-Cap Etf (FXI), the reason on file says iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

Ishares Inc Msci Hong Kong Index Fd (EWH) is here too. Its reason reads: iShares MSCI Hong Kong ETF holds stocks listed in Hong Kong, which this story is about (“hong kong”)

The price range for Ishares China Large-Cap Etf (FXI), and the dates in the story

BABA traded between 99.59 and 120.30 across 11 sessions. The latest close on file is 100.27. EWH traded between 21.52 and 22.52 across 20 sessions. The latest close on file is 21.73. FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.21.

How strong the case is around Ishares China Large-Cap Etf (FXI)

46 out of 100

“Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.