Most brokerages currently predict that the Federal Reserve will not adjust its policy in 2026
The Hang Seng Tech Index has incorporated three AI hardware leaders—Zhipu, Biren Technology, and Tianshu Zhixin—through its fast-track inclusion mechanism. This adjustment, alongside seven other regular inclusions, significantly boosts the index's focus on "hard technology" sectors like AI, autonomous driving, and robotics. Analysts anticipate this move will lead to increased passive fund allocation to these AI companies in the short term and enhance the index's growth potential and valuation benchmarks in the long term, attracting more investment to Hong Kong's tech sector. AI
IMPACT Strengthens the representation of AI leaders in a key financial index, potentially driving investment and valuation for the sector.