{"id":108159,"date":"2026-08-04T00:33:14","date_gmt":"2026-08-04T00:33:14","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/108159\/"},"modified":"2026-08-04T00:33:14","modified_gmt":"2026-08-04T00:33:14","slug":"why-chinese-brokers-forecast-an-a-share-tech-and-chip-rebound","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/108159\/","title":{"rendered":"Why Chinese brokers forecast an A-share tech and chip rebound"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Leading Chinese brokerages have expressed optimism for domestic tech shares traded in August, distinguishing them from the sharp sell-off that has rattled South Korean financial markets.<\/p>\n<p><a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/topics\/citic-pacific?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">Citic Securities<\/a> said it believed mainland-traded shares \u2013 also known as A shares \u2013 had only undergone a correction after investors piled into artificial intelligence-related sectors, rather than suffering the deleveraging shock seen in South Korea.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cThe liquidity pressure in some industries remains, but the impact on some noncore AI shares has now largely subsided,\u201d the country\u2019s second-largest brokerage by total assets said in a note.<\/p>\n<p>The comments, published on Sunday, came after global markets experienced <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/markets\/article\/3362300\/how-south-koreas-tech-rout-hit-hong-kong-and-why-regulators-stepped?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">a sell-off in semiconductor shares<\/a> in July, as investors rushed to lock in profits following a strong surge in chip stocks.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Despite a rally over the last few days, the memory chip-heavy Korea Composite Stock Price Index (Kospi) suffered a 22 per cent monthly loss, its steepest decline since the global financial crisis. China\u2019s CSI 300 Index also posted a 7.9 per cent fall, while the S&amp;P 500 Index in the United States slipped 0.1 per cent, its worst July performance since 2014.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">In Asian trading on Monday, Kospi fell over 5 per cent, while the mainland\u2019s CSI 300 slid 0.98 per cent and Hong Kong\u2019s Hang Seng Index inched up 0.48 per cent.<\/p>\n","protected":false},"excerpt":{"rendered":"Leading Chinese brokerages have expressed optimism for domestic tech shares traded in August, distinguishing them from the sharp&hellip;\n","protected":false},"author":2,"featured_media":108160,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[23410,1137,24549,55695,47532,55696,3905,1958,55697,52712,171,335,2295,55698,33,444],"class_list":["post-108159","post","type-post","status-publish","format-standard","has-post-thumbnail","category-korea","tag-a-shares","tag-ai","tag-august","tag-china-securities","tag-citic-securities","tag-csi-index","tag-hang-seng-index","tag-hong-kong","tag-huatai-securities","tag-july","tag-korean","tag-kospi","tag-nvidia","tag-sp-index","tag-south-korea","tag-united-states"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/108159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=108159"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/108159\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/108160"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=108159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=108159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=108159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}