Do Hong Kong-listed chip stocks still fall despite good earnings? How to position Hua Hong and SMIC? Asian markets weaken but US AI stocks keep rising | Day two of Trump meeting with **’s representative | Should we add positions now or wait? | Beware of the second leg down #HongKongStocks #USStocks #MomentumInvesting | [Live 2026/5/15] | Sun Zi Major Trader

Today is Friday, and Sun Zi will review this week's market conditions with everyone. He will analyze the Hong Kong stock market, the US stock market, technology stocks, key sectors, and capital flows, as well as outline next week's most noteworthy market trends, helping retail investors navigate volatile markets more clearly. Program starts at 00:00.

2:41 Global News Summary

9:39$GON TECHNOLOGY (02768.HK)$$SICC (02631.HK)$

13:25 Hang Seng Index / Futures Market$Hang Seng Index (800000.HK)$

16:17$SMIC (00981.HK)$$HUA HONG SEMI (01347.HK)$

21:54 ATMXJ (Hong Kong-listed tech stocks)

25:06$CHINA OVERSEAS (00688.HK)$$WUXI BIO (02269.HK)$$SHK PPT (00016.HK)$

28:02$CK ASSET (01113.HK)$$CLP HOLDINGS (00002.HK)$$POWER ASSETS (00006.HK)$$MENGNIU DAIRY (02319.HK)$

29:02$CHINA RES POWER (00836.HK)$$CM BANK (03968.HK)$$JD-SW (09618.HK)$

31:54$HKEX (00388.HK)$$OOIL (00316.HK)$$XIAOMI-W (01810.HK)$

37:57$LONGFOR GROUP (00960.HK)$$TRIP.COM-S (09961.HK)$$NONGFU SPRING (09633.HK)$

38:46$NEW ORIENTAL-S (09901.HK)$$ALI HEALTH (00241.HK)$$GIGADEVICE (03986.HK)$

42:01 US stocks$Nasdaq Composite Index (.IXIC.US)$ （$Micron Technology (MU.US)$ ）（$Marvell Technology (MRVL.US)$ ）（$Intel (INTC.US)$ ）（$NVIDIA (NVDA.US)$ ）（$Proshares Ultrashort Silver (ZSL.US)$ ）

49:08$VGT (02476.HK)$$FIT HON TENG (06088.HK)$ （$Circle (CRCL.US)$ ）

52:22$GDS-SW (09698.HK)$$MONTAGE TECH (06809.HK)$$KB LAMINATES (01888.HK)$

54:11$CHINA RES LAND (01109.HK)$$CM BANK (03968.HK)$$TENCENT (00700.HK)$

57:37$BYD COMPANY (01211.HK)$$XUNCE (03317.HK)$$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product (07226.HK)$

1:02:36 Nikkei 225 $CHINA LIFE (02628.HK)$ _______________________________________________________________________________

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Investing in equity funds may involve potential risks (if applicable), including general investment risks, stock market risks, industry/market concentration risks, active/passive investment risks, tracking error risks, trading risks, financial derivatives risks, securities lending transaction risks, and risks of capital distribution payments. All shares in this video are personal; the content shared is not investment advice, nor does it constitute any offer, solicitation, or recommendation of an investment product. Additionally, I cannot guarantee the accuracy and completeness of the content. I hold long and short positions as well as derivatives of the companies or assets mentioned in this video and will buy and sell without prior notice. I strive to remain objective and impartial while writing, but there may be biased discussions regarding my held assets. Investing involves risks; readers should consider whether the investment suits their individual circumstances and must use independent thinking, verification, and analysis. Any investment decisions made by readers and the resulting profits or losses are entirely unrelated to me.

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