Hong Kong Stock Market Brief: Momentum & Oversold Analysis
July 29, 2026LatestHong Kong
- 恒指 +0.41% 报 25310 点，恒生科技 +0.61%
- 南向净卖出 24.95 亿港元，抛 AI 硬件转入小米
- 存储链重挫：ASMPT -4.2%、江丰跌超 17%
- 小米 +6.97%，7/30 澎程发布会 N90/N70 登场
- 科网车股撑盘：比亚迪 +4.6%、美团 +2.7%
Today's Watchlist
- 今夜 FOMC：62% 押注维持 3.50%-3.75% 不变
- MSFT / META 今晚财报，AI 资本开支进入交代期
- SNDK $1000 整数关是多空生死线
- REPL 7/30 FDA 专家会，8/2 终裁
- 小米 7/30 晚 7 点澎程技术发布会
Deep Dives (0 names)
No deep-dive names match the current filters
Rapid Scan (3 names)
| Ticker | Close | Change | Score | Direction | One-line take |
|---|---|---|---|---|---|
 522HK | HK$133.7 | -4.16% | 5 | Neutral | Down 4.16% with RSI at 31.0, yet 24% below the 20-day and 28% below the 50-day. Semiconductor equipment is directly exposed to memory capex cuts — sidelines |
 1772HK | HK$36.76 | +0.88% | 4 | Neutral | Up 0.88% with RSI at 30.8, but ~38% below the 200-day after a deep drawdown. The lithium price cycle has not confirmed a bottom — remain on the sidelines |
| 22525HK | HK$16.88 | +8.76% | 3 | Neutral | Up 8.76% yet RSI is just 15.1, with price at HK$16.88 some 90% below the 200-day (HK$174.78). A collapse of this shape offers no reference support and unquantifiable risk — not participating |