Good morning mooers! Here are things you need to know about today's Singapore markets:
- Singapore shares opened higher on Wednesday
- US Stocks Tumble as Tech Stocks Falter; All Eyes on Fed's Rate Decision
- Singapore's Mid-Cap Stocks See Surge in Trading and Capitalization in 2025
- Singapore Startup Funding Drops 91.87% in February, Early-Stage Ventures Lead Investments
- Stocks to watch:...

Good to know about PMI and ISM, thank for sharing moo

The valuations of many semiconductor companies in Hong Kong and mainland China have far outpaced performance growth, and many companies have yet to achieve profitability, indicating a real risk of a bubble burst. Here are several key issues:
1. Severe divergence between valuation and profitability.
HUA HONG SEMI (1347.HK)
Semiconductor Manufacturing International Corporation (0981.HK)
2. Speculative capital has driven up valuations, but there is insufficient fundamental support.
Policy-driven investment.
Support from the Capital Markets.
3. Industry cycle + external environment, risks are increasing.
The Semiconductors Industry itself is cyclical.
Geopolitical and supply chain risks.
The financing environment is tightening.
The possibility of a bubble burst is increasing.
Conclusion.
Currently, the valuation bubble risk in the Hong Kong and mainland China Semiconductors Industry is indeed quite high, and investors should remain vigilant to avoid blindly chasing peaks.Short-term speculative funds may still support stock prices, but in the long run, only enterprises with real technological competitiveness and profitability can withstand the market test.