--- title: "For Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has… — 하나증권 — DecisionGateway" description: "statement by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d4ae-b1e8-7a7b-b444-80aac60af7f7" meta: "og:description": "statement by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "For Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **For Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has risen, but a sustained uptrend requires resolving internal tasks such as private credit and domestic demand stimulus and breaking through AI technology bottlenecks.** A statement by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *중국 증시: 홍콩 및 본토 대형지수의 상승 확률은 높아졌으나, 추세적 상승을 위해서는 민간 신용 및 내수 부양책, AI 기술 병목 돌파 등 내부 과제 해결이 필수적* companyreportPublished 2026-11-10 [ Read source](https://t.me/companyreport/116000) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Discussion** ## **Related claims** [**KOSPI turned weak as AI investment sentiment contracted due to successive U.S. big tech corporate bond issuance news and Anthropic's financial burden, and caution ahead of the U.S. midterm elections also limited risk asset preference.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d718-7186-76f9-bff6-f20f9b68b964) [**The domestic stock market has not secured a clear direction and continues to search for direction amid volatility, with major variables such as AI investment uncertainty and US monetary policy burdens mixed together.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d729-fb88-7465-b168-1048820bf0b6) [**Global risk appetite, interest rates and the dollar set the direction for the KOSPI market, while AI and data centers see expanded volatility.**대신증권 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d712-3969-7c93-a356-589fe6030f54) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**The Korean stock market weakened as it digested the US midterm election results; easing political uncertainty was positive, but AI data center regulation concerns overwhelmed it and AI value chain stocks plunged, triggering sell sidecars on both KOSPI and KOSDAQ.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d712-9969-7a2a-8350-8681ba88a81f) [**Price corrections and industry demand changes must be observed separately; given Taiwan tech industry's supply chain position and corporate profit performance, AI remains an important driver of medium- to long-term growth.**張雅雯 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9fd6-7621-910c-b52685b7e680) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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