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Hong Kong Stocks Retreat as AI Valuation Concerns Persist; Trip.com Slips on Profit Decline

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Hong Kong stocks fell on Thursday as caution over lofty AI valuations outweighed upbeat earnings and forecasts from U.S. chipmakers.

The Hang Seng Index fell 1.4%, or 335.27 points, to close at 23,076.91, while the Hang Seng China Enterprises Index dropped 2.0%, or 156.59 points, to finish at 7,608.38.

Strong results from U.S. chipmakers Micron and Qualcomm helped ease some concerns over the AI rally, but investors remained wary that valuations had become stretched after gains.

Meanwhile, benchmark oil prices fell Thursday to their lowest levels since before the conflict began as a preliminary U.S.-Iran agreement paved the way for shipping to resume through the Strait of Hormuz.

Markets are now pricing in a 34.2% chance of at least a 25-basis-point rate hike at the Federal Reserve's July meeting and a 67% chance of a rate increase in September.

In corporate news, Trip.com (HKG:9961) closed nearly 11% lower after posting a decline in first-quarter profit.

Meanwhile, Alibaba (HKG:9988) declined over 4% after Anthropic accused it of using thousands of fake accounts to improperly extract capabilities from its Claude artificial intelligence model, according to a June 10 letter to US lawmakers, which was recently made public.

The U.S. AI startup alleged that Alibaba generated more than 28.8 million interactions through 25,000 fake accounts between April 22 and June 5.

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