Abstract: We analyzed consensus earnings revisions for HS TECH index component stocks in July 2026. The index rose 5.8% over the month from 4,472 to 4,731, while the index's 2026E EPS declined 2.0% month-on-month to HK$227.9 from HK$232.5, with 11 stocks revised up versus 14 revised down. Individual stock EPS revisions contributed -HK$4.82 to the index EPS change, with JD.COM (9618 HK) the largest drag at -HK$4.60, driven by a -15.0% EPS cut. NIO (9866 HK) was the top positive contributor at +HK$0.50, despite a severe -62.8% EPS revision, as revenue estimates rose 1.6%. Among other key movers, BIDU (9888 HK) saw a -2.6% EPS cut contributing -HK$0.40 to index EPS, XPENG (9868 HK) posted the largest EPS upgrade at +22.0% yet contributed -HK$0.33 due to weighting effects, and XIAOMI (1810 HK) contributed -HK$0.13 primarily from weight drift despite only a -0.7% EPS revision.
TME, BIDU, HORIZONROBOT, XPENG, LI AUTO, ZHEJIANG LEAPMOTOR TECHNOLOGY
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