The rupee’s rally is being supported by bullish technical charts and the Reserve Bank of India’s reserve buffer, according to Bloomberg. However, continued gains in oil prices may curb optimism around the currency.

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According to Wallstreetcn, Alibaba updated its flagship Qwen3.8-Max model on September 2, with performance significantly improved over the previous version after post-training focused on coding and professional office tasks. In the CodeArena benchmark for front-end coding, Qwen3.8-Max rose 22 points to 1,691, ranking first overall ahead of Claude Opus5 and Kimi K3, while the updated model's average cost was $5 per million tokens on CodeArena's value-for-money list.

Unitree Technology (688836) fell below RMB 550 in early trading and was last at RMB 548.98, down 3.9%, leaving the stock about half below its intraday peak of RMB 1,100 on its debut day, according to ETNet. The company said many of the online claims were untrue after topics including employee reimbursement approvals and its reward-and-punishment system trended on Sept. 1. Media reports said founder Wang Xingxing is seen by employees as direct and strict, keeps product details closely discussed with frontline staff, and is highly focused on cost control. Unitree Technology has been volatile since listing on the STAR Market on Aug. 19. Its market value once reached RMB 444.9 billion on the first day, but has since fallen by more than RMB 220 billion, making it one of the weakest-performing new listings.

CLSA cut its target price on Sino Land (00083) to HK$11.3 from HK$12.1 and kept an Outperform rating, saying the developer's 2026 fiscal-year underlying profit met its forecast and operating performance remained resilient, according to ETNet. The broker said Sino Land's growing net cash position gives it a more distinctive value proposition versus peers, with enough flexibility to pursue investment opportunities and cushion potential interest-rate headwinds. It lowered its 2027/28 comparable earnings forecasts by 3.0% and 8.2% to reflect changes in project completion timing. CLSA said Sino Land's attributable contracted sales in Hong Kong topped HK$12.1 billion in fiscal 2026, driven by strong sell-outs at Grand Mayfair III, One Park Place and La Mirabelle I. Retail rents remained resilient on an improved retail environment, with portfolio occupancy rising to 90%. Office leasing showed stable signs, while residential leasing benefited from talent inflows and student demand. Hotel profit also continued to improve on a stronger tourism recovery in Hong Kong. The broker added that after three land acquisitions completed in fiscal 2026, Sino Land's net cash rose to HK$55.1 billion, the highest among Hong Kong developers.

Singularity Future Technology Group (01280) rose 20% to HK$1.95, a one-month high, with turnover of 24.3 million shares worth HK$34.41 million, according to ETNet. The stock traded between HK$1.62 and HK$1.95. Active buying accounted for 74% of volume versus 26% on the sell side, with net active buying of HK$770,400. IMC Asia Pacific was the largest net passive buyer at HK$152,300, while Bright Smart Securities was the largest net passive seller at HK$94,700.

Morgan Stanley kept Sino Land (00083) at Equal-Weight with a HK$12 target price, according to ETNet. The broker said Sino Land's rental EBIT should be broadly flat in the second half of fiscal 2025-26, supported by strong residential demand, stable office performance and improving retail conditions. Overall occupancy rose 0.5 percentage point to 90% as of June 2026. Morgan Stanley also said the company may allocate more capital expenditure to asset enhancement projects in the coming years. It expects negative returns from the office and retail segments to narrow in fiscal 2027. Sino Land's Hong Kong hotels posted higher revenue per available room and improved margins on rising visitor arrivals, while its Singapore hotels faced headwinds from a strong Singapore dollar and geopolitical uncertainty. Sydney continued to see strong local demand and ongoing renovation work.

Bright Future Holdings (03774) rose more than 15% to a record high of HK$27.7, according to ETNet. The stock hit an intraday low of HK$24.58 and traded 230,000 shares worth HK$6.0006 million. It had a net active buy of HK$1.447 million, with an active buy-sell ratio of 63:37. The shares have risen for three straight sessions, gaining 22% over that period.

Baidu (09888) fell 2.7% to HK$91.2, extending its losing streak to two sessions with a cumulative decline of 5.2%, according to ETNet. The stock traded about 2.08 million shares, worth HK$191 million. The weakness came as global long-dated bond yields stayed elevated and technology shares softened. U.S. 10-year and 30-year Treasury yields rose, while Japan's 10-year yield climbed above 3% for the first time since 1996 and Britain's 30-year gilt yield hit its highest level since 1998. Separately, Baidu CFO He Haijian said the company's investment in artificial intelligence could soon generate profits and cash returns comparable to its traditional search business. He said AI-driven revenue, including cloud computing and applications, already accounts for more than half of total sales, and expects the trend to continue. He added that margins in the AI business could reach search levels in the near term as demand for cloud services and chips strengthens, and that new GPU clusters built to support AI services could pay back their investment within two to three years.

Citi kept Hong Kong China Travel (00308) at Buy and nudged its target price up from HK$1.49 to HK$1.50, according to ETNet. The broker said Hong Kong China Travel's first-half 2026 segment profit of HK$176 million was in line with expectations, while revenue rose 13% year on year to HK$2.06 billion. Net profit came in at HK$112 million, hit by a HK$91 million fair-value loss on investment properties. Interim dividend was 1 HK cent, or a 49% payout ratio, slightly above Citi's 40% forecast. The company said it would keep a relatively high payout ratio even after a spin-off listing and would consider a special dividend if key projects perform strongly. Citi said it expects solid sales growth to continue in the near term, helped by a shift toward monetisation of non-ticket revenue such as experiential accommodation and content-driven products. It added that a spin-off listing could unlock a better valuation.

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