Accessible version China: An Equity Strategist's Diary (H/A) Weekly wrap (10-14 Aug): AI warms, HK cools Equity Strategy Weekly index performance, Wax & Wane (W&W) indicator HSCEI -2.2%/CSI 300 -0.6%: Following the swift recovery in South Korean memory stocks, AI-related trades warmed up in the A-share market, albeit at a more modest pace, helping the ChiNext Index reclaim the 3,600 level. While reports of a potential US ban triggered a selloff in Chinese optical names last Friday and Monday, most of the lo ...