Apr 14, 2026, 11:32 GMT+7
Reuters - China and Hong Kong stocks rose on Tuesday, led by artificial intelligence and gold-related shares, as market sentiment was lifted by continued negotiations between the U.S. and Iran, despite China's exports showing signs of weakness in March.
** China's blue-chip CSI300 Indexrose 0.8% by the lunch break, while the Shanghai Composite Indexgained 0.6%. Hong Kong benchmark Hang Sengwas up 0.4%.
** Sources told Reuters that both sides have left the door open to dialogue, and a U.S. official said there was forward motion on trying to get to an agreement.
** China's export engine slowed in March as buyers chasing an AI-fuelled future ran into the hard reality of war in the Middle East, which has sparked an energy shock and complicated Beijing's push to keep growth on track.
** Onshore artificial intelligence sharesrose 2.6%, while semiconductor stocksclimbed 3.1%.
** Non-ferrous metalshares gained 1.7%, while materials listed offshore were up 1.9%.
** Tech giants traded in Hong Kongwere roughly flat.
** UBS China equity strategist Meng Lei expects ETFs, leveraged funds, private funds, and insurance money to be the key sources of new capital in onshore shares.
** Given near-term uncertainty from geopolitical risks, he recommended a balanced allocation between growth and value and between large and small caps.
** Once markets stabilize, he favors growth and cyclical styles, citing a "slow-bull" backdrop supportive of growth, and potentially positive PPI and improving industrial profit growth as tailwinds for cyclicals.
** Pop Mart sharesjumped 6% after Chinese value investor Duan Yongping signalled interest in the stock in a post on his social platform

Sumber : Reuters