Chinese and Hong Kong equity markets staged a sharp recovery on Friday, erasing losses from a previous session dominated by selling in semiconductor stocks.

The rebound was broad-based, driven by a renewed appetite for technology shares that had faced heavy pressure in recent weeks.

The Hang Seng Index in Hong Kong advanced 1.6%, while the city’s tech-heavy sub-index jumped 2%.

In mainland China, the rally was bolstered by shifting macro expectations rather than domestic corporate news.

Investors are increasingly pricing in a more dovish stance from the Federal Reserve following a significant miss in US jobs creation data.

The weak US labour report has strengthened market consensus that the Fed may accelerate its easing cycle, providing a tailwind for growth-sensitive assets in Asia.