Market Updates

China and Asia Markets Track Wall Street Lower Amid AI Bubble Worries

Li Chen
05 Nov, 2025
Hong Kong

    Stocks in China and Asia fell sharply, mirroring losses in overnight trading in New York. 

    The Hang Seng Index decreased 0.6%, and the mainland-focused CSI 300 index eased 0.1% amid worries about stretched valuations of mega-cap tech stocks. 

    Tuesday's 2% decline in the tech-heavy Nasdaq Composite led to a 4.7% plunge in Tokyo and a 3.5% decline in Seoul, as AI-linked stocks retreated. 

    In addition, market sentiment was weak in Hong Kong amid uncertainty over the U.S. Federal Reserve's rate path. 

    Investors are dialing down expectations of a possible rate cut following a December policy meeting, but they are still holding out for an additional two rate cuts in the first half of 2026. 

     

    China Indexes and Stocks

    The Hang Seng Index decreased 0.6% to 25,807.73, and the CSI 300 index eased 0.1% to 4,615.21. 

    Alibaba Group Holding Ltd. decreased 1.3% to $157.20, Tencent Holdings declined 0.1% to HK $629.0, and JD.com Inc. dropped 1.1% to HK $123.10. 

    In Wednesday's trading in Hong Kong, BYD decreased 0.9% to HK $86.90, Xpeng Inc. fell 3.3% to HK $86.0, and Xiaomi Corp. dropped 1% to HK $43.0. 

    Two companies listed their shares amid strong demand for new listings from international investors.

    Seres Group decreased 3% to HK $127.60, and the electric vehicle maker listed and priced its stock on the Hong Kong Stock Exchange at HK $131.50 per share. 

    The company's global offering of 100.2 million shares was 90% sold to foreign investors and raised a net proceed of HK $14.02 billion. 

    Suzhou Fengbei Biotech soared more than 180% to 69.92 yuan on the first day of its trading in Shanghai. 

      

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