According to Jin10, Hong Kong medical device and supplies stocks rose for a several-day stretch, with InnoCare Medical Technology (02225.HK) up more than 16%, DeShi (02526.HK) up more than 8%, HeartCare Medical-B (06609.HK) up more than 3.5%, and Zhenjiankang Medical (02697.HK) and Edge Medical-B (02675.HK) also advancing.

According to CNBC, HSBC said investors should focus on parts of the tech sector with stronger monetization and less-stretched valuations, including South Korean memory chips, Taiwanese semiconductors, and semi-equipment and power infrastructure in mainland China. The bank said these markets offer exposure to areas where demand remains strong and capacity remains constrained, while valuations are generally less stretched than in parts of the U.S. AI complex. HSBC said recent selling pressure in Korean memory chipmakers has eased and that fundamentals remain supported by capex-driven demand and rising shareholder returns. The bank added that lower volatility could help reduce the cost of equity and support valuations across the sector. HSBC also said the next stage of the AI trade in Taiwan is likely to broaden beyond graphics processing units as custom application-specific integrated circuits are increasingly used by hyperscalers, with persistent capacity constraints supporting pricing and utilization even as packaging investment accelerates. In mainland China, HSBC said it prefers domestically focused AI semiconductor and hardware stacks, citing policy support, localization and inference growth. The bank said rapid inference growth is increasing compute requirements and restrictions on foreign GPUs are accelerating localization, while supply constraints and less efficient local chips could broaden demand for packaging, networking and power.

According to Jin10, JD Logistics unveiled five new Wolf-series robot products and technologies at the JDD JD Global Technology Explorers Conference, including the Mother Wolf for 24/7 unmanned pharmacy operations, the Ice Wolf low-temperature version for cold-chain tote-to-person delivery, the Warehouse Wolf embodied picking robot, the Lone Wolf sixth-generation intelligent delivery vehicle Plus version with L4 autonomous driving capability, the Flying Wolf L05 logistics drone for fully unmanned operations, and the embodied dexterous arm Strange Wolf for large-scale deployment in sorting scenarios. JD Logistics said it is committed to building the world's largest embodied robot application fleet.

Tongyuan Kang Pharmaceutical-B (02410) fell 4.5% to HK$3.535, extending its losing streak to three sessions and bringing the cumulative decline to 43%, according to ETNet. The stock traded about 1.14 million shares, worth HK$3.97 million, and hit an intraday low of HK$3.205 on Tuesday, a record low since listing. The company said Chairman, Executive Director and President Wu Yusheng had recently bought shares in the open market and may continue to do so depending on market conditions. He currently expects to increase his holdings by no more than HK$2 million. Wu also pledged that shares acquired through the purchases within the next month will be voluntarily locked up for six months from the date of purchase and will not be sold during that period. He said the funds came from his own resources and reflected confidence in the group's future prospects. Hong Kong stocks were lower at the time, with the Hang Seng Index down 0.2%, the Hang Seng China Enterprises Index down 0.3% and the Hang Seng Tech Index down 0.7%. Current-month Hang Seng Index Futures fell 17 points to 25,209, at a discount of 51 points. Current-month Hang Seng China Enterprises Index Futures fell 18 points to 8,351, at a discount of 20 points, while current-month Hang Seng Tech Index Futures rose 14 points to 4,428.

Yangtze Optical Fibre and Cable (06869) rose after a cross trade of 409,500 shares was recorded at 10:07 a.m. at HK$195 per share, 13.9% above the previous close, involving HK$79.85 million, according to ETNet. The stock was last up 9.9% at HK$188.1. Turnover reached 20.93 million shares worth HK$4.001 billion, with active buying and selling at 60:40 and net active buying of HK$747 million.

A monitored address deposited 11.9 million USDC into Hyperliquid and then opened a 20x leveraged long position on 500 Bitcoin, with a position value of $39.44 million and a liquidation price of $55,570.76. According to ChainCatcher, the trade was tracked by Lookonchain.

Polkadot community members have introduced OpenGov Proposal No. 1944 to create a native decentralized stablecoin called dotUSD and establish it as the ecosystem’s primary stable-value asset. According to Odaily, the proposal is now undergoing governance voting. The proposal says dotUSD would use an overcollateralized model, allowing users to mint the token by locking DOT in the future. It also outlines a stability pool, liquidation mechanism, and redemption mechanism to help maintain its peg to the U.S. dollar. The plan would use Polkadot treasury funds to provide initial liquidity for the DOT/dotUSD pool, including $2.5 million in USDT for minting dotUSD and another $2.5 million worth of DOT for the liquidity pool, for a total of $5 million in initial funding. The rollout is planned in phases, with the first stage using USDT as reserve backing and the second stage adding a full DOT collateral vault, oracle, stability pool, liquidation, and redemption mechanisms.

DeepSeek is seeking a new round of financing at a pre-money valuation of about $71 billion, according to people familiar with the matter. According to Odaily, the company’s monthly recurring revenue reached about $500 million last month, while its year-to-date AI infrastructure spending has reached $1.6 billion, close to 10 times its 2025 full-year level. The report said limited direct investment capacity has led to the emergence of multiple layers of special purpose vehicles offering exposure to DeepSeek equity. Some lower-tier SPVs are charging more than 15% in upfront fees and taking performance fees of up to 40%.

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