
Hong Kong-founded venture capital firm Hermitage Capital continues its global strategy of investing in frontier technology companies despite geopolitical frictions and market volatility, according to founder Sean Xiang Yuqiu in an interview with the South China Morning Post.
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Hermitage Capital is a Hong Kong-founded venture capital firm focused on frontier technology investments globally.
Even as geopolitical frictions and market swings unsettle venture investors, Hong Kong-founded Hermitage Capital is sticking to a global strategy of backing frontier technology companies wherever they emerge.
“Even when sentiment is at its lowest and valuations and confidence are under severe pressure, we need to keep adding to top-tier technology companies,” said Sean Xiang Yuqiu, the firm’s founder and CEO, in a recent interview with the South China Morning Post.
AI outlook — possibilities, not facts
Hermitage Capital will continue to seek investment opportunities in frontier technology companies globally over the next 6-12 months.
Likely · Within months

Haiyue, the leading agency sales company, announced consolidated revenue of 1.481 billion yuan in September, an annual increase of 96.3%; cumulative revenue from January to September was 8.1 billion yuan. Haiyue expects to start selling the super luxury "Tao Zhu Yin Yuan" in Xinyi District in the fourth quarter, and is optimistic about the steady development of its operations throughout the year through a number of pre-sales and completed housing construction projects.

Driven by topics such as AI and semiconductor technology, Taiwan stocks maintained high levels, attracting risk-averse investors to participate in the market through regular quotas. KGI Securities quoted exchange statistics that the regular fixed investment amount in Taiwan stocks reached 36.879 billion yuan in August 2026, an annual increase of approximately 120%. ETFs are the first choice, with Yuanta Taiwan 50 (0050) ranking first. KGI Taiwan TOP 50 (009816) quickly rose to fourth place after its listing in February this year, even surpassing TSMC (2330). High-dividend ETFs such as Cathay Pacific High Dividend (00878) and Yuanta High Dividend (0056) ranked second and third respectively.

As the third-quarter earnings season begins, S&P 500 constituent stocks are expected to increase their profits by 24.6% year-on-year, with the technology industry increasing by 43.3%, the energy industry increasing by 114.3%, and semiconductors increasing by 85.5%. Benefiting from the demand for AI chips, TSMC estimates third-quarter revenue of $44.6 billion to $45.8 billion, with a gross profit margin of 65%-67%; Colin R&D's revenue in the fourth quarter of fiscal year 2026 is $6.72 billion, an annual increase of 30%; Marathon Petroleum's profit growth is staggering, and Zacks estimates third-quarter EPS to reach $23.15, an annual increase of 669.1%. The three stocks will release financial reports in October and November, and the market will focus on the sustainability of AI demand and the impact of high oil prices.

The 30th Taipei Textile Show (TITAS) was held at the Nangang Exhibition Hall, attracting more than 70 international brand buyers to Taiwan for purchasing, and it is expected to arrange more than 900 one-on-one negotiations. The exhibition focuses on three major themes: sustainable environmental protection, functional applications and smart manufacturing. It brings together 410 exhibitors from 12 countries. Formosa Plastics Corporation, Far Eastern New and other Taiwanese manufacturers participate in the exhibition, and showcase the results of industrial upgrading such as AI applications and recycled materials.

A groundbreaking ceremony was held recently for the three-dimensional multi-purpose parking lot with three-stop and four-stop parking in the Zhongli District high-speed rail area in Taoyuan City. It will be constructed using a BOT model with private investment and is expected to be completed in 2030. It will provide 1,084 parking spaces for cars and 514 motorcycles, and is planned to have multiple functions such as commercial, hotel, and office functions to improve land use efficiency and regional development.
Dongyuan Village, Xiaoyang Town, Fu'an City, Fujian Province, has realized the integration of agriculture, culture and tourism through the development of the late-ripening Kyoho grape industry in the high mountains. It has introduced new business formats such as space capsule B&B and starry sky camping under the forest, which has increased the income of villagers. The annual output value exceeds 150 million yuan. It also plans to promote the second phase of construction through a special debt project to create overnight travel routes.