AI spending concerns erupt | All seven US mega-cap stocks drop—will Hang Seng Tech Index see a second leg down? | How to position in AI, semiconductors, and platform stocks | Don’t blindly catch falling knives #HangSeng #USStocks #MomentumInvesting | [Live Stream on 2026/7/24] | Sunzi Whale Trader

It's Friday today, and Sunzi will join everyone in reviewing this week's market performance, unpacking developments in Hong Kong and US equities, tech stocks, key sectors, and capital flows, and summarizing next week’s most critical market themes to help retail investors navigate volatile markets with clarity.

00:00 Program starts

02:00 Hang Seng Tech & Internet Stocks (ATMXJ)

07:42$BOC HONG KONG (02388.HK)$ 、$HSBC HOLDINGS (00005.HK)$ 、$STANCHART (02888.HK)$ 、$LENOVO GROUP (00992.HK)$ 、$BEONE MEDICINES (06160.HK)$ 10:33 Nikkei 225, KOSPI, Nasdaq

18:51$TCL ELECTRONICS (01070.HK)$ 、$CATL (03750.HK)$ 、$CSPC PHARMA (01093.HK)$

25:44$CCB (00939.HK)$ 、$LENOVO GROUP (00992.HK)$$XUNCE (03317.HK)$

31:02$CHINAHONGQIAO (01378.HK)$ 、$ASYMCHEM (06821.HK)$ 、$SANDS CHINA LTD (01928.HK)$

36:00$Apple (AAPL.US)$ 、$Contemporary Amperex Technology (300750.SZ)$ 、$Micron Technology (MU.US)$ （$SanDisk (SNDK.US)$ ） _______________________________________________________________________________

Welcome everyone to watch our daily live stream. Remember to set a reminder so you won’t miss any live broadcasts. Don’t forget to CLSS: comment📝📝, like👍🏻, subscribe🛎, share🙌🏻. Stay tuned for special guests _________________________________________________________________________________

Sunzi Whale Investor's social media group—everyone in the group trades with real capital. Feel free to join for discussions, and trade setups will be shared via the channelYou're invited to join the chat: Sunzi Big Player’s Successor | Sunzi Big Player_________________________________________________________________________________

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.

164K Views