China and Hong Kong tech stocks rise as AI optimism outweighs Middle East uncertainty

Tech equities in mainland China and Hong Kong posted strong gains. The rally was driven by renewed optimism around artificial intelligence. Investors appear to be discounting geopolitical tension in the Middle East. AI‑related earnings forecasts have been upgraded by analysts. The sentiment shift lifted several semiconductor and software stocks. Market watchers note that the trend could sustain if AI rollout accelerates. Regional uncertainty remains, but it is currently outweighed by AI hopes. Traders will monitor upcoming earnings reports for further clues.