CSOP Asset Management 南方东英

南方东英正式入驻X啦！作为香港最大的ETP发行商、最大的杠杆及反向产品发行商，我们将与你分享最前沿的市场洞察，助你捕捉亚洲及全球投资机遇。关注我们，获取一手市场解读、产品动态及独家内容！了解南方东英ETP全系列产品：csopasset.com #南方东英 #ETF #ETP #杠反产品 #全球投资

#SpaceX announced its Q3 2026 results, with revenue surging 161% year-on-year to $14.6 billion, beating market expectations. The company also recorded its first quarterly net profit of $4.4 billion. At the same time, #ElonMusk said that he is actively considering merging Tesla and SpaceX, his two biggest businesses. Capture market opportunities with #CSOP flagship #ETF product — CSOP Hang Seng HK-US TECH ETF (3442. HK). As of October 20, 2026, its combined holdings of Tesla and SpaceX accounted for 9.9%*. SpaceX公佈2026年三季度營收146億美元，同比增長161%高於市場預期；淨利潤為44億美元，首次實現扭虧為盈。同時，馬斯克首次明確表示正在商討合併麾下兩大王牌——特斯拉和SpaceX。 關注南向通ETF產品——#南方東英 恒生港美科技ETF（3442. HK），截至2026年10月20日，其持倉特斯拉和SpaceX合計佔比9.9%*。 *Source: Cailian Press, as of 2026/10/21. CSOP official website *資料來源：財聯社，截至2026/10/21。南方東英官網 #MarketUpdate #ETP #USStockMarket #Investing

【派息公告来啦】 南方東英國指備兌認購期權主動型ETF (2802. HK) 本次月度派息：💰0.15港元/股 南方東英KOSPI 200備兌認購期權主動型ETF (3537. HK) 本次月度派息：💰0.29港元/股 除淨日：2026年10月30日 派息日：2026年11月5日 [Distribution Announcement] CSOP HSCEI Covered Call Active ETF (2802. HK) Dividend Per Unit: 💰HKD 0.15 CSOP KOSPI 200 Covered Call Active ETF (3537. HK) Dividend Per Unit: 💰HKD 0.29 Ex-dividend Date: October 30, 2026 Payment Date: November 5, 2026

9月財富密碼！港股生物科技上揚 9月市場表現波折，美聯儲意外重啟升息引發全球利率曲線走陡，結合地緣政治因素推升油價，全球資產並不平靜。9月港股 #生物科技 板塊逆市上揚7.5%，注重股東回報的富時ETF通東西傳承股票精選指數上漲7.3%，成為防禦之選。 關注 #南方東英 富時東西股票精選ETF（3441. HK）和南方東英恆生生物科技ETF（3174. HK）。 #MarketUpdate #ETF #HongKong #Investing #CSOP

金秋迎佳節，人圓萬事興。 南方東英祝大家團圓安康，闔家幸福！ CSOP wishes you and your family a wonderful Mid-Autumn Festival filled with joy and prosperity!

Still looking to capture the high-growth potential of Hong Kong's emerging AI leaders—all in a single trade? We are thrilled to announce that the CSOP Hang Seng Pioneer Technology Index ETF (3149. HK) officially lists on HKEX today! 3149. HK provides targeted exposure to HK-listed technology innovators with global leadership across the 3 core AI pillars - AI semiconductors, AI foundation models and humanoid robotics. As Hong Kong becomes a key listing hub for next-generation tech companies, 3149. HK offers a direct gateway to the future of technology — connecting investors to China’s accelerating AI momentum and long-term structural growth. Ride the AI wave to unlock unique investment opportunities: csopasset.com/en/insights/cs… #ETF #CSOP #南方東英 #先鋒科技 #Tech #AI

We are thrilled to announce that the #CSOP Solactive Asia AI Bottleneck Index ETF (3499. HK) officially lists on HKEX today. As CSOP’s latest ETF offering, 3499. HK covers core segments of AI infrastructure, providing investors with one-stop access to semiconductor leaders listed across Taiwan (China), South Korea and Japan— markets at the heart of critical bottlenecks in the global AI value chain. The launch marks an important step in connecting Hong Kong investors with this highly specialised segment of Asia’s AI infrastructure ecosystem and its long-term growth opportunities. At CSOP, we remain committed to translating complex, fast-evolving global investment themes into accessible ETF solutions for Hong Kong investors. Unlock the next phase of AI bottleneck opportunities with us. Learn more: csopasset.com/en/insights/cs… #CSOP #ETF #AI #Asia #hongkonginvest

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On August 5, #gold prices rose sharply by 4.14%, marking its largest single-day gain since February 4^. Gold prices continued to rise on August 6, briefly hitting $4,300/oz^. COMEX gold futures are currently trading at $4,337/oz^^. This strong performance was mainly driven by: 🪙 Cooling employment easing rate-hike expectations: US July ADP employment increased by only 44,000, the smallest gain since January. 🪙 Proposed Strait of Hormuz deal expected to be reached soon: Iran and Oman are reportedly agreeing route for ships in Strait of Hormuz. 💡Ride the market with Hong Kong's largest local physical gold #ETF — #CSOP Gold ETF (3030. HK), and Hong Kong's only gold-related leveraged product — CSOP Gold Futures Daily (2x) Leveraged Product (7299. HK). 8月5日，現貨 #黃金 大漲4.14%，創下2月4日以來的最大單日漲幅^。8月6日現貨黃金續漲，一度達4,300美元/盎司^。目前，COMEX黃金期貨報4,337美元/盎司^^。 强勁表現主要受益於： 🪙就業降溫緩和升息預期：美國7月ADP新增就業僅4.4萬，為1月來最小增幅。 🪙海峽通航有望Taco在即：據報導，伊朗與阿曼就海峽通航協定草案達一致。 💡關注全港最大現貨黃金 #ETF — #南方東英 黃金ETF (3030. HK)，以及全港唯一兩倍做多黃金的槓桿產品—— 南方東英黃金期貨每日槓桿 (2x) 產品（7299. HK）。 *Data source: Bloomberg, AP, CSOP, as of August 6. ^ Bloomberg, as of August 6. ^^ Investing, as of August 6, 11:00 AM. 7299. HK is the only 2x leveraged long gold product in Hong Kong; 3030. HK is the largest spot gold ETF in Hong Kong, as of August 5. 資料來源：彭博，美聯社，南方東英，截至8月6日。^ 彭博，截至8月6日。^^Investing，截至8月6日上午11時。*7299.HK為香港唯一一隻兩倍做多黃金的槓桿產品，3030.HK為香港最大現貨黃金ETF，截至8月5日。

Following the Securities and Futures Commission’s revisions to the Circular on Listed Structured Funds on 24 July 2026, CSOP Asset Management Limited (the “Manager”) issued an announcement on 27 July 2026 regarding the adoption of a flexible leverage structure for its single-stock leveraged and inverse products, including the CSOP SK Hynix Daily Max (2x) Leveraged Product (the “Product”). The relevant changes took effect on 3 August 2026.* We understand that there have been questions regarding the operation of the flexible leverage structure, including whether the Product’s leverage level may be reduced in the near future. CSOP would like to clarify that: Under current market conditions, the Product is expected to maintain its target leverage level of two times (2x). As passive investment products, any adjustment to the leverage levels of the relevant leveraged and inverse products would primarily be considered in light of capacity constraints or cost factors. The flexible leverage structure is designed to address exceptional market circumstances. For example, following a substantial increase in a product’s size, capacity constraints or a rapid and significant rise in operating costs may make it impracticable to maintain the original target leverage level. The Manager will not actively adjust the leverage level based on its views or judgement regarding market conditions. Since the Product’s listing, it has never encountered the exceptional circumstances described above that would require a reduction in leverage. Under current market conditions, the Product is operating smoothly and has ample capacity. Based on prevailing market conditions and the current operation of the Product, the Manager does not presently consider it necessary to adjust the leverage levels of its single-stock leveraged and inverse products. Under normal market conditions, the Manager will continue to seek to maintain: - a target leverage level of two times (2x) for each leveraged product; and - a target leverage level of negative two times (-2x) for each inverse product. Following the implementation of the relevant changes, CSOP will publish an announcement specifying the applicable target leverage level before the market opens on each trading day. For the Product, the relevant announcement was issued after market close on 31 July 2026. Investors are advised to check the CSOP website and the HKEX website each trading day for the latest target leverage level announcements.

Chinese #biotech giant #WuXiAppTec announced its financial results for the first half of 2026 on the evening of August 3. The company achieved revenue of RMB 28.9 billion, up 39% YoY. It recorded anet profit of RMB 11 billion, up nearly 30% YoY. During the morning trading session on August 4, WuXi AppTec's stock surged by approximately 11%*. 💪WuXi AppTec’s strong financial performance was mainly driven by: ① Surging TIDES Business H1 revenue from TIDES drugs (such as GLP-1) reached RMB 7.26 billion, accounting for 25% of total revenue and representing a year-on-year growth of 44.3%. ② Rapid Growth in Early-Stage Small Molecules Drugs Revenue from early-stage small molecules drugs maintained strong momentum, with an estimated growth rate exceeding 50%. 💡Ride the market withthe #CSOP Hang Seng Biotech ETF (3174. HK) to unlock investment opportunities of leading biotech companies such as WuXi AppTec, WuXi Biologics, and WuXi XDC. 8月3日晚，國產「CXO一哥」#藥明康德 公佈2026年上半年業績。公司實現營業收入289億元，同比增長39%；净利潤110億元，同比增長近30%。8月4日早盤，藥明康德大漲約11%*。 💪強勁業績表現主要得益於： ①TIDES業務放量 GLP-1等TIDES藥物上半年收入達72.6億元，佔收入比達25%，同比增長44.3% ②早期小分子高速增長 早期小分子收入維持強勁勢頭，預估增速逾50% 💡關注 #南方東英 恒生生物科技ETF（3174. HK），聚焦藥明康德、藥明生物、藥明合聯等頭部CXO企業。 Source: National Business Daily, CSOP, as of August 4. TIDES refers to oligonucleotide and peptide drugs. *HKEX, as of 11:00 AM on August 4. 資料來源：每日經濟新聞，南方東英，截至8月4日。TIDES為寡核苷酸和多肽藥物。*港交所，截至8月4日上午11時。 #earnings #ETF #ETP #marketinsights #生物科技

2026年7月，全球資本市場震蕩，AI主題陷入回撤，而港股實現“七翻身”。恒生中國企業指數上漲14.5%，#恒生指數 上漲13.4%，恒生生物科技指數上漲10%，恒生科技指數上漲8%。 關注 #南方東英 港股系列產品： 南方東英國指備兌認購期權主動型ETF（2802. HK） 南方東英恒生港股通紅利ETF（3469. HK） 南方東英恒生生物科技ETF（3174. HK） In July 2026, global capital markets experienced volatility as AI-themed assets saw a pullback. Meanwhile, Hong Kong stocks has made a remarkable "July Turnaround". The Hang Seng China Enterprises Index rose by 14.5%, the #HangSengIndex gained 13.4%, the Hang Seng Biotech Index grew 10%, and the Hang Seng TECH Index climbed 8%. Ride the market with #CSOP’s Hong Kong Stock Series Products: CSOP HSCEI Covered Call Active ETF (2802. HK) CSOP Hang Seng Stock Connect High Dividend ETF (3469. HK) CSOP Hang Seng Biotech ETF (3174. HK) #marketrecap #marketinsights #ETF #ETP #hongkongstocks

Net Profit Up 650% YoY? SK Hynix 26Q2 Earnings Out Tomorrow SK hynix will release its Q2 2026 earnings data tomorrow (July 29) at 9:00 AM Korea Time. The market expects SK Hynix's Q2 operating margin to reach 75%–77%. According to Bloomberg estimates, the company's earnings per share (EPS) for this quarter will be 75,610 KRW, representing a massive YoY jump of nearly 650%. 💡SK hynix Q2 2026 Earnings Estimates: Earnings Per Share (EPS): 75,610 KRW Revenue: 83.9 trillion KRW Forward P/E^: 3.97 (only 23% of the time over the past 2 years, the valuation was lower) 💫Ride the market with Hong Kong's only KOSPI 200 ETF:* CSOP KOSPI 200 ETF (3121. HK) SK海力士將於明日 (7月29日) 韓國時間上午9時公佈2026年Q2季度業績數據。市場預計SK海力士Q2營業利潤率達75%-77%。根據彭博一致預期，SK海力士該季度每股收益 (EPS) 為75,610韓元，同比大增近650%。 💡SK hynix 2026年Q2業績預測: - 每股收益（EPS）：75,610韓元 - 營業收入：83.9兆韓元 - 前瞻P/E^：3.97 （過去2年中，僅23%的時間估值更低） 💫關注全港唯一KOSPI 200ETF*： 南方東英KOSPI 200ETF（3121. HK） Source: SK Hynix, Wallstreetcn, as of July 28. ^Bloomberg, as of July 27. *HKEX, as of July 27. 資料來源：SK海力士，華爾街見聞，截至7月28日。 ^彭博，截至7月27日。 *港交所，截至7月27日。 #CSOP #海力士 #三星 #韓股 #ETF #KOSPI #KOSPI200 #SKhynix #Samsung

【市場波動不止，港股下一波機遇在哪裡？】 南方東英國指備兌認購期權主動型ETF（2802. HK）本次月度派息0.15港元/股，目標年化派息率約25%*。 回顧2026年第二季度，恒生中國企業指數有所承壓； 展望第三季度，隨著資金輪動，港股低估值板塊有望迎來新的配置機遇。 立即瀏覽 2802. HK 最新《季度市場回顧及展望》，了解： 💹 Q2港股市場表現的主要驅動因素 💡 Q3港股市場展望 💰 2802. HK每月派息紀錄 📖閱讀完整季度市場回顧及展望： csopasset.com/assets/pdf/280… * 請參閱南方東英資產管理有限公司2026年7月16日於網站刊發的公告。目標年化派息率計算方式為四捨五入基金在首年自成立以來每單位月度派息的平均值*12除以上一個除淨日2026年6月30日的單位資產淨值。

🤝#Samsung Electronics Co. Chairman Jay Y. Lee, SK Group Chairman Chey Tae-won, and Naver Corp. Board Chair Lee Hae-jin are reportedly to meet #Nvidia Corp. Chief Executive Officer (CEO) Jensen Huang in the U.S. this week for a roundtable session planned near Silicon Valley, potentially taking place on July 24. ⭐ This meeting brings together leaders from both the memory storage and AI computing sectors, which is expected to bring positive signals for memory chip demand and supply outlooks. 🔍Ride the market with Hong Kong's only ETF tracking the KOSPI 200 Index* - #CSOP KOSPI 200 ETF (3121. HK). 🤝據報道，#三星電子 會長李在鎔、#SK集團 會長崔泰源、Naver會長李海珍將在美國與 #英偉達 CEO黃仁勳會面，計劃本週於矽谷附近舉行圓桌會議，會議可能在7月24日舉行。 ⭐此次會談聚齊存儲與 #AI 算力兩端龍頭，有望為 #存儲芯片 需求與供應前景帶來積極信號。 🔍關注全港唯一KOSPI 200ETF*—— #南方東英 KOSPI 200ETF（3121.HK），三星電子與SK海力士占比達60%*，一鍵配置優質韓股資產。 Source: Cailian Press, as of July 22, 2026. *HKEX, CSOP, as of July 21, 2026. 資料來源：財聯社，截至2026/7/22。*港交所，南方東英，截至2026/7/21。

We’re excited to share that the CSOP FTSE Hong Kong Equity ETF (3443. HK) has hit a new milestone, reaching HKD 20 billion in Assets Under Management! 🚀 This achievement highlights strong market demand for diversified, strategic access to Hong Kong’s leading equities. Huge thanks to our clients and partners for their continued support and trust. At CSOP, we remain committed to developing innovative ETF solutions that empower investors to capture key growth opportunities in Hong Kong and beyond. #CSOP #南方東英 #ETF #HongKong

CSOP SK Hynix Daily (2x) Leveraged Product (7709. HK) and CSOP Samsung Electronics Daily (2x) Leveraged Product（7747. HK) have been approved for purchase in Japan by the FSA, Financial Services Agency! Capture the growth opportunity of memory sector with 7709. HK and 7747. HK. 📈 日本金融廳（FSA）已批准在日投資者申購南方東英SK海力士每日槓桿(2x)產品（7709. HK）​ 及 南方東英三星電子每日槓桿(2x)產品（7747. HK）! 把握存儲芯片成長契機，聚焦 7709. HK 與 7747. HK 📈 #南方東英 #CSOP #skhynix #samsung #investing #japan #InvestInJapan #market

[Distribution Announcement] CSOP HSCEI Covered Call Active ETF (2802. HK) Dividend Per Unit: 💰HKD 0.15 Ex-dividend Date: July 31, 2026 Payment Date: August 6, 2026 【派息公告】 南方東英國指備兌認購期權主動型ETF (2802. HK) 本次月度派息：💰0.15港元/股。 除淨日：2026年7月31日 派息日：2026年8月6日

🤖7月15日，根據中國國家網信辦公布的最新生成式AI服務名單，蘋果AI服務 #Apple Intelligence 獲得批准。蘋果在中國推出的AI服務將整合阿里巴巴與百度的AI模型。其中 #阿里巴巴 證實，旗下通義千問 (Qwen) 將整合至中國用戶的 iOS、iPadOS、macOS 及 visionOS Apple Intelligence 體驗，支援文字與圖像辨識及生成等功能。 🔍關注全球最大的恒生科技指數ETF*—南方東英恒生科技指數ETF（3033. HK） 一鍵網羅美股科技七巨頭——南方東英美股七巨頭ETF（3454.HK） On 15 July, The Cyberspace Administration of China included #Apple’s generative artificial intelligence on a list of newly approved providers. The version of Apple Intelligence for the China market ​will incorporate capabilities from AI models developed by Baidu and ​Alibaba. #Alibaba said in a ‌statement that its Qwen model will be integrated into Apple Intelligence across Apple's iPhone (iOS), iPad (iPadOS), Mac (macOS) and Vision Pro (visionOS) operating systems. Ride the market with CSOP’s ETFs: - The world’s largest ETF tracking Hang Seng Tech Index*: CSOP Hang Seng TECH Index ETF (3033. HK) - CSOP MAG Seven ETF (3454. HK) Source：*HKEX，as of 16 July *港交所，截至7月16日 #CSOP #南方東英 #ETP #AI