To The Moon

Since 2026, the top performing sectors in $HSI(HSI)$ are Sovereign AI, New Energy Vehicles, Hard Tech, and Internet Services.

We've identified 8 HK/China darlings that Singaporean capital is laser-focused on right now.

From $BABA-W(09988)$ 's deep-value renormalization to $XIAOMI-W(01810)$ 's "Human x Car x Home" ecosystem and $KNOWLEDGE ATLAS(02513)$ 's sovereign tech breakthrough, these aren't just policy proxies—they are the growth engines of the new economic cycle.

Ready to uncover which stocks are flashing entry signals and which need patience?

Let's dive in.

💡New Economy, New Opportunity

1.🛒 $BABA-W(09988)$ | The "Undervalued Giant" Staging a Comeback

• Alibaba remains the undisputed King of E-commerce and Cloud in China, actively transitioning from a regulatory target to a shareholder-yield machine. While the sector faces fierce competition from PDD, the market is stabilizing as the "price war" fatigue sets in. With the Ant Group rectification complete and policy winds shifting to support the platform economy, Ali is regaining its footing. Its dominant market share in Taobao/Tmall provides the cash flow, while AliCloud offers the AI-driven upside.

• Financially, the narrative has shifted to value unlocking. The company is executing a massive share buyback program, significantly boosting EPS even amidst flat revenue growth. Key highlights include robust free cash flow and the shrinking valuation gap compared to US peers. For investors, this is a classic "deep value" play, betting on the renormalization of China's tech valuations and improved capital returns.

• On the technical front, trading volume was heavy at 108 million shares, yet the Volume Ratio of 0.92 suggests selling pressure remains slightly dominant. Price action indicates a failure at resistance, signaling short-term caution. Expect consolidation between HKD 154.1 and HKD 169.0 in the coming week. A decisive break below HKD 154.1 could target the next support near HKD 150, while a recovery above HKD 169.0 is needed to reactivate the bullish thesis towards the HKD 178 average target.

2.🧠 $KNOWLEDGE ATLAS(02513)$ | The "Sovereign AI" Pioneer & China's Answer to OpenAI

• As the first publicly listed company in China with General Artificial Intelligence (AGI) foundational models as its core, Zhipu represents a scarce "Sovereign AI" asset. The company specializes in Model-as-a-Service (MaaS), offering its proprietary GLM series models to enterprise clients. The macro environment provides a massive tailwind; amid US tech sanctions, Zhipu's strategic pivot to training models entirely on domestic Huawei Ascend chips aligns perfectly with Beijing's "Self-Reliant Tech" mandate, securing it strong government backing and "national team" investment.

• Financials are currently driven by IPO momentum and strategic scarcity rather than short-term profits. Listing just last week (Jan 8, 2026), the stock has shown high volatility, recently surging ~14% after announcing its domestic-chip breakthrough. For investors, this is not a value play but a high-beta venture capital proxy; you are buying into the future of China's generative AI ecosystem and its decoupling from US hardware. The strong cornerstone backing from Beijing state capital provides a perceived floor, but the primary thesis is purely growth and technological sovereignty.

• Technically, the rally lacks overwhelming conviction with today's moderate volume of 2.42 million shares and a low Volume Ratio of 0.37, though the price successfully reclaimed the previous resistance-turned-support level near HKD 216. The high intraday amplitude of 14.44% points to significant volatility. Expect consolidation between HKD 216 and HKD 237 in the coming week; a sustained break above HKD 237 could target the 52-week high of HKD 258, while a breakdown below HKD 216 may see a retest towards HKD 206.

3.📱$XIAOMI-W(01810)$ | The "Human x Car x Home" Ecosystem Play

• Xiaomi has successfully evolved from a budget phone maker to a consumer tech & EV powerhouse. The core business covers smartphones (Global Top 3), AIoT, and the rapidly growing SU7 EV division. The market is in a high-growth phase, driven by the "premiumization" of phones and the explosive delivery numbers of its EVs. Macro policy stimulating consumer goods trade-ins directly benefits its ecosystem.

• The latest financials were a blowout, featuring record-high cash reserves of over RMB 100 billion. The biggest surprise is the auto division approaching breakeven faster than expected, validating Lei Jun's massive bet. With gross margins hitting historical highs in the handset business, Xiaomi offers a rare blend of hardware stability and EV hyper-growth, making it a favorite for growth-oriented funds.

• Market activity was subdued with daily volume at 80.99M shares and a Volume Ratio of 0.60, typical of a consolidation phase as the stock trades near immediate support. Expect continued range-bound action between HKD 37.36 and HKD 40.22 in the near term. A decisive close above HKD 40.22 could initiate a move toward HKD 45, conversely, a break below HKD 37.36 may see a retest of the yearly low.

4.🥡$MEITUAN-W(03690)$ | The "Cash Cow" of Local Services

• Meituan is the absolute monopoly in China’s on-demand delivery and local lifestyle services. Despite weak consumption sentiment, the "lazy economy" remains highly resilient, and Meituan’s market share is virtually unassailable. The macro environment favors service consumption, and the company is effectively utilizing the gig economy structure to maintain dominance.

• Financially, Meituan has transformed into a profit-generating machine. By cutting subsidies and optimizing operations, net profit has surged, beating all street estimates. The rapid reduction in losses from new initiatives (like Meituan Select) and the aggressive share buyback signal management’s confidence. It is the strongest beta play for a recovery in Chinese domestic consumption.

• Trading volume is elevated at 146M shares, with a Volume Ratio of 0.92 indicating selling pressure as price action suggests a test of immediate support. The immediate outlook remains bearish below the HKD 5.75 pivot. A sustained break below HKD 5.61 could target the next support zone near HKD 5.40-5.50, while a recovery above HKD 5.82 is needed to shift sentiment to neutral.

5.🛡️$SMIC(00981)$ | China's "Hard Tech" Sovereign Shield

• As China’s largest chip foundry, SMIC is the backbone of national tech self-sufficiency. Operating in a sector deemed critical for national security, it enjoys limitless policy support and funding from the "Big Fund" to counter geopolitical sanctions. While the global semi cycle is mixed, domestic demand for localized chip production is booming, guaranteeing SMIC full capacity utilization.

• However, financials reflect the burden of national duty. High depreciation costs from aggressive capacity expansion currently weigh on margins. The highlight is not short-term profit, but revenue growth and technological breakthroughs in mature nodes. This is a long-term strategic hold for investors betting on China continuously substituting imported chips with domestic alternatives.

• Trading volume was 40.61 million shares with a Volume Ratio of 0.71, indicating subdued activity, though the stock successfully tested and held above the prior day's support of HKD 74.90. Expect consolidation between HKD 75.0 and HKD 78.0. A decisive break above HKD 77.0 could target the HKD 78-80 zone, while a fall below HKD 74.90 may see a retest of HKD 73.0.

6.⚡$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$| A "One-Click" Bet on the EV Supply Chain

• This ETF offers diversified exposure to the entire Chinese EV value chain, including battery giants (CATL) and automakers (BYD). The sector is facing a "survival of the fittest" consolidation, but the long-term trend of electrification is irreversible. Despite global tariff headwinds, China’s dominance in battery tech and cost efficiency remains unrivaled.

• For investors, this ETF removes single-stock risk in a volatile sector. The current valuation of the underlying index is at historical lows due to price war fears. However, with export numbers defying expectations and raw material costs falling, the sector’s profitability is stabilizing. It serves as a high-beta recovery play for those bullish on China's green energy export machine.

• Daily volume is elevated at 146M shares with a Volume Ratio of 0.92 indicating selling pressure, suggesting a test of immediate support. The outlook is bearish below the HKD 5.75 pivot; a sustained break below HKD 5.61 could target the next support zone near HKD 5.40-5.50, while a recovery above HKD 5.82 is needed to shift sentiment to neutral.

7.🌬️$GOLDWIND(02208)$ | The "Green Giant" of Global Wind Power

• Goldwind is the global leader in wind turbine manufacturing, pivotal to China’s "Carbon Neutral 2060" goal. The industry has moved from subsidy-driven to market-driven stable growth, with offshore wind becoming the new frontier. With the government accelerating large-scale renewable bases, the domestic order book remains full.

• Financial highlights show a turnaround. After a period of "margin squeeze" due to low bidding prices, gross margins are recovering as the industry consolidates and international sales increase. The company’s ability to win high-margin overseas projects (despite protectionism) proves its technological edge. It is a defensive infrastructure play with a clear ESG mandate.

• Market participation was weak with volume of 61.58M shares and a low Volume Ratio of 0.51, confirmed by a clear price rejection from the HKD 14.85 high. Expect continued testing of the HKD 13.92 support in the coming week; a sustained break below could open a path toward HKD 13.20, conversely, a rebound above HKD 14.50 is needed to stabilize the price and challenge the HKD 15.00-15.60 resistance zone.

8.🌐$YOFC(06869)$ | The "Optical Backbone" of the AI Era

• Yangtze Optical Fibre and Cable (YOFC) is the world’s largest supplier of fiber optic preforms and cables. While traditional 5G rollout has slowed, the AI computing boom is creating new demand for high-speed data transmission infrastructure (400G/800G networks). The market is transitioning from cyclical trough to stable recovery.

• Policy support for "East Data, West Computing" ensures a steady baseline of demand. Financials show resilience with growing overseas revenue now accounting for a significant chunk of income, diversifying China-specific risk. With valuations beaten down to attractive levels, YOFC represents a neglected infrastructure proxy for the data center and AI capacity expansion cycle.

• On the tape, the stock is seeing a shrinking volume rebound with 11.54M shares traded and a Volume Ratio of 0.91, necessitating a confirmation of momentum. Expect shares to consolidate in the HKD 47.06 - 51.96 range to accumulate power. If the price can stabilize above HKD 48.18 (today's high) on volume, it targets resistance at HKD 51.96, however, losing HKD 47.06 support risks a slide toward HKD 45.00.

🎯 🔥 Take Action:

Of these 8 top picks, which one do you have the most faith in? Are you betting on the future of AI, or seeking stability with high dividends?

Check your trading account—are these on your watchlist yet?

👇 Leave your code (e.g., $009988) in the comments section and let's see who's everyone's No. 1!

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