# A‑shares
Latest news and articles about A‑shares
Total: 24 articles found
A‑Shares End the Lunar Year Lower as Traders Rotate into AI Hardware; Memory and PCB Stocks Lead Sector Divergence
China’s A‑share indices closed lower on the final trading day of the Year of the Snake, with turnover subdued ahead of the Lunar New Year. Investors rotated into robotics, PCB materials and memory‑adjacent stocks after bullish commentary on embodied AI and signs of a sharp rally in DRAM prices, while CPO‑related names plunged.
Brokers Urge Investors to Hold Through China’s 10‑Day Spring Break as A‑Shares Poised for Post‑Holiday Rally
As China’s A‑share market shuts for a 10‑day Spring Festival, brokerages largely advise investors to hold rather than exit to cash, citing a recurring pattern of pre‑holiday liquidity declines followed by a strong post‑holiday rebound. Historical data show small caps typically lead gains after the break, and brokers are recommending selective exposure to technology and other growth sectors while flagging macro and earnings risks.
A‑Shares Tick Flat at Midday as Media Stocks Run; Liquidity Falls and Sector Rotation Intensifies
A‑shares traded flat at mid‑day with the Shanghai Composite down 0.02% and turnover easing to 1.39 trillion yuan. Media and film stocks staged a concentrated rally — including several daily limit‑ups and two film ETFs running to limits — while many other stocks fell and commercial aerospace names weakened. The session underscores selective investor appetite amid low liquidity, producing sharp sector rotation and elevated short‑term volatility.
Broad A‑share Advance Led by ChiNext as Solar and AI Stocks Surge Amid Heavy Turnover
China’s A‑share market registered a strong mid‑day advance on February 9, led by a 3% jump in the ChiNext growth board and exceptionally broad participation with over 4,400 stocks rising. Solar, compute hardware and AI application sectors drove the gains amid elevated turnover of RMB 1.49 trillion, while oil and gas names lagged.
Ren Zeping Says China’s 2024 Rally Is a Once-in-a-Decade ‘Confidence Bull’ — But Its Fate Hinges on Policy and Reform
Economist Ren Zeping describes the post‑September 2024 upswing in Chinese equities as a once‑in‑a‑decade “confidence bull,” powered by policy easing, a tech revolution and abundant liquidity. He argues the rally can finance strategic industries and help repair household balance sheets, but warns its longevity depends on sustained policy support and deeper capital‑market reforms.
Moutai’s Comeback: How Direct Sales and Dynamic Pricing Re‑centred China’s Consumer Rally
Kweichow Moutai’s stock rallied after the company expanded direct sales of its flagship Feitian product and implemented more flexible pricing, pushing its market value to about ¥1.94 trillion and lifting consumer sectors. The move has sharpened investor perceptions of Moutai as a consumption bellwether, even as precious metals saw a sharp, leverage‑driven pullback.
Nearly 5 Million New Investors Flood A‑shares in January as Liquidity Hits Record Highs
January 2026 saw 4.92 million new A‑share accounts opened — the most in any month of 2025 and the fifth‑highest monthly total on record — coinciding with record turnover and positive index performance. While the surge and strong liquidity support a medium‑term ‘‘slow bull’’ case, seasonal funding pressures and margin rule changes created a late‑month pullback that highlights ongoing volatility risks.
A‑Shares Rally as Solar Supply Chain and AI Hardware Drive Broad Market Advance
A‑shares rallied on February 3 as photovoltaic supply‑chain stocks and AI/compute hardware names led gains, while overall market turnover contracted slightly. The advance was broad—nearly 4,900 stocks rose—but lower volume suggests the move may be more sentiment‑driven than conviction‑led.
Broad A‑share Rally Sees Space and PV Stocks Soar as Precious Metals Tumble
China’s A‑shares rallied at mid‑day as speculative themes — notably commercial space, photovoltaic and AI application stocks — led a broad advance that saw over 4,400 stocks rise. Turnover was about RMB1.6 trillion, while precious metals and non‑ferrous miners fell sharply, highlighting a rotation in domestic investor flows.
Silver’s 36% Flash Crash and a Nation on the Move: Markets Rattle as China Begins Spring Festival Travel
A dramatic intraday collapse in silver—down as much as 36%—and steep falls in gold rattled markets as China launched its Spring Festival travel season. The Shanghai Gold Exchange moved to tighten margin and price‑limit rules, while authorities and firms rolled out transport, social and marketing measures to stabilise movement and capture consumers during the holiday.
China’s A‑Shares Slide: Broad-Based Selloff Sees Hundreds of Stocks Hit Limits as Tech, Metals Lead Declines
China’s equity markets tumbled on February 2, with major indices down over 2% and hundreds of stocks hitting limit‑down as trading volume contracted. Defensive pockets such as white spirits and power‑grid equipment held up, while metals, energy and semiconductor names led the declines, raising questions about investor confidence and near‑term policy reaction before Lunar New Year.
A‑Shares Slide as Resource and Chip Stocks Lead a Midday Sell‑Off
China’s A‑share market slid more than 1% across major indices in mid‑day trade, with resource and semiconductor stocks leading declines while pockets of AI and consumer names rallied. Lower turnover and sectoral divergence point to profit‑taking and selective positioning after January gains, rather than a broad capitulation.