The continued hype around the AI lobster concept drove the Hang Seng Index up by 551 points. For those looking for monthly income, consider the ex-dividend of Huaxia Asia High Dividend ETF the next day.

The situation in the Middle East has eased somewhat, with US President Trump's remarks suggesting that military action against Iran is nearing an end, causing market risk aversion to begin cooling down. US stocks rebounded from a low opening yesterday, and today, stock markets in the Asia-Pacific region generally followed suit. The Hong Kong market also gradually recovered, opening higher today. It opened 331 points higher at 25,740 points. Although it dropped slightly after the opening, hitting a low of 25,611 points, it was driven higher in the afternoon by rising tech stocks, closing at the day's high of 25,959 points, gaining 551 points or 2.17%, closing above Monday's losses and stabilizing above the 10-day moving average. Turnover amounted to HKD 330.9 billion. The Hang Seng Tech Index closed at 5,060 points, up 118 points or 2.4%, with turnover at HKD 77.4 billion; the Hang Seng China Enterprises Index closed at 8,710 points, up 128 points or 1.5%, with turnover at HKD 105.9 billion. Among blue chips, 72 rose, 17 fell, and one remained unchanged, with turnover amounting to HKD 128.4 billion. After recording a record net inflow of RMB 37.2 billion yesterday, the northbound capital reversed course today amid profit-taking sentiment, resulting in a net outflow of RMB 17.9 billion for the day.

CATL ($CATL (03750.HK)$ ) released its annual results, reporting a full-year profit of approximately RMB 72.2 billion, an increase of 42.28% year-on-year. Revenue reached approximately RMB 423.7 billion, an increase of 17%, far exceeding market expectations. Its share price surged 9.34% throughout the day, closing at RMB 550, up RMB 47 or 9.34%, making it the best-performing blue chip for the day.

Oil prices have significantly retreated, and oil and oil service stocks that were previously hyped due to the war generally corrected today. PetroChina ($PETROCHINA (00857.HK)$ ) fell by 0.38 yuan or 3.57%, closing at 10.26 yuan, making it the worst-performing blue chip stock of the day; CNOOC ($CNOOC (00883.HK)$ ) dropped by 0.44 yuan or 1.6%, closing at 27.06 yuan; ENN Energy ($ENN ENERGY (02688.HK)$ ) fell by 1.5 yuan or 2.22%, closing at 66.1 yuan; PetroChina & China Petroleum ($CHK OIL (00632.HK)$ ) declined by 0.065 yuan or 12.5%, closing at 0.455 yuan; Shandong Molong ($SHANDONG MOLONG (00568.HK)$ ) dropped by 1.36 yuan or 13.1%, closing at 9.02 yuan; however, Sinopec ($SINOPEC CORP (00386.HK)$ ) rose by 0.07 yuan or 1.4%, closing at 5.06 yuan.

The AI Lobster OpenClaw concept continues to sweep the market, with related concept stocks surging across the board today, becoming the biggest driver of the overall market. Tencent's ($TENCENT (00700.HK)$ ) full-scenario AI entity WorkBuddy officially launched, fully compatible with OpenClaw skills, causing its stock price to jump significantly by 37.5 yuan or 7.27%, closing at 553.5 yuan, single-handedly lifting the Hang Seng Index by over 150 points, ranking at the top in terms of trading volume on the Hang Seng Index, H-share Index, and Technology Index. MINIMAX-WP ($MINIMAX-W (00100.HK)$ ) recently announced the launch of a new Lobster skill set, including the new Voice Maker audio model and Music Maker music model, causing its stock price to soar again today by 223 yuan or 22.37%, closing at 1220 yuan, setting another record high since its IPO; Zhipu ($KNOWLEDGE ATLAS (02513.HK)$ AutoClaw, the official launch of AusDragon, supports one-click local deployment. The stock price rose by 74 yuan or 12.87%, closing at 649 yuan; XunCe ($XUNCE (03317.HK)$ ) continued its strong performance, rising another 38.1 yuan or 32.9%, closing at 153.9 yuan. Other tech stocks such as Alibaba ($BABA-W (09988.HK)$ ) increased by 4.8 yuan or 3.73%, closing at 133.5 yuan; Kuaishou ($KUAISHOU-W (01024.HK)$ ) rose by 0.85 yuan or 1.4%, closing at 61.4 yuan; SenseTime ($SENSETIME-W (00020.HK)$ ) gained 0.05 yuan or 2.2%, closing at 2.35 yuan.

The Global Optical Fiber Communication Conference is about to convene, with optical communication concept stocks getting a lot of attention. Changfei Optical Fiber ($YOFC (06869.HK)$ ) surged by 34.6 yuan or 24.3%, closing at 176.8 yuan; Cambridge Technology ($CIG (06166.HK)$ ) climbed by 9.25 yuan or 12.7%, closing at 82.35 yuan; Huiju Technology (1729) rose by 1.44 yuan or 9.39%, closing at 16.78 yuan; FIT HON TENG ($FIT HON TENG (06088.HK)$ ) increased by 0.38 yuan or 7.1%, closing at 5.74 yuan. GPU concepts also gained market attention due to the upcoming GTC conference. Biren Technology ($BIREN TECH (06082.HK)$ ) rose by 2.92 yuan or 9.28%, closing at 34.38 yuan; TianShu ZhiXin ($ILUVATAR COREX (09903.HK)$ rose by HKD 78.4 or 30.18%, closing at HKD 338.2.

Financial stocks also recorded substantial gains today, becoming another pillar of the market rebound. Standard Chartered ($STANCHART (02888.HK)$ ) rose by HKD 9.5 or 5.62%, closing at HKD 178.5; AIA (1299) rose by HKD 3.85 or 4.71%, closing at HKD 85.65; HSBC ($HSBC HOLDINGS (00005.HK)$ ) rose by HKD 6 or 4.62%, closing at HKD 135.9. Mainland insurance stocks performed well alongside mainland A-shares, with China Life ($CHINA LIFE (02628.HK)$ ) rising by HKD 0.82 or 2.87%, closing at HKD 29.4; PICC Property ($PICC P&C (02328.HK)$ ) rising by HKD 0.4 or 2.62%, closing at HKD 15.68; and New China Life Insurance ($NCI (01336.HK)$ ) rising by HKD 0.75 or 1.44%, closing at HKD 52.9.

Although the broader market rebounded and risk aversion cooled as tensions in the Middle East appeared to ease, concerns remain about potential changes in the situation that could lead to increased stock market volatility. Many investors may consider shifting from high-risk investment strategies to more defensive ones. The Huaxia Asia High Dividend ETF ($ChinaAMC Asia High Dividend ETF (03145.HK)$ ), which tracks the "Bloomberg Asia Pacific High Dividend 40 Index", has volatility similar to the S&P 500 Index, making it relatively controllable compared to similar funds. Its components are spread across more than 10 regions in the Asia-Pacific area, covering leading Asian companies in various sectors such as finance, energy, industrials, and technology. For instance, COSCO Shipping Energy ($COSCO SHIP ENGY (01138.HK)$ ), and local insurance stock AIA ($AIA (01299.HK)$ ) and domestic insurer China Construction Bank ($CCB (00939.HK)$ ) etc. Since the ETF's constituent stocks cover different industries, it helps investors diversify their investments and reduce risks. Tomorrow will be the ex-dividend date for this ETF, with an expected dividend of 0.1 Hong Kong dollars per share. Investors can seize this dividend opportunity. Choosing the China Asset Management Asia High Dividend ETF is not only aimed at achieving long-term stable monthly income, as the selected stocks in this ETF have been analyzed by analysts. Its annualized return over the past three years has exceeded +17%. Through investing in this ETF, investors can not only gain stable dividend returns but also benefit from the ETF’s price appreciation. This satisfies investors who want both steady cash flow and long-term asset growth, making it suitable for low to medium risk long-term investors. However, investors should be mindful of fluctuations in its dividend yield and stock concentration when choosing.

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