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Hong Kong stocks fluctuated | Chip stocks rose again in the afternoon. Under the AI wave, the market is paying attention to open-source RISC-V chips. Trump calls for the abolition of the Chip Act.
Chip stocks rose again in the afternoon. As of the time of publication, HUA HONG SEMI (01347) increased by 6.51% to 36 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 5.53% to 54.4 Hong Kong dollars; CE HUADA TECH (00085) climbed by 3.73% to 1.39 Hong Kong dollars; ASMPT (00522) went up by 2.62% to 59 Hong Kong dollars.
There is a divergence behind the rebound of Hong Kong stocks: Short selling pressure on Internet stocks has suddenly decreased, while Semiconductors have become the new target for short sellers.
① How do Brokerage firms view the short-term adjustment pressure on Hong Kong stocks? ② Why are Institutions optimistic about the medium to long-term trend of Hong Kong stocks?
Soochow: Domestic semiconductor equipment core technology breakthroughs have received international recognition, and the related equipment chain is迎迎增量增量增机会.
Soochow Securities recommends focusing on relevant symbols in the advanced packaging equipment chain.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
The market suddenly realizes that chips are still the hard currency of AI, and the Hong Kong stock market's Semiconductors Sector has seen a "revenge" rise again.
① The Hong Kong Stock Market's Semiconductors Sector is experiencing a "revenge" rise again, what changes have occurred in the market logic? ② A consensus on the hard currency of AI chips is gradually forming, what impact will it have on future market trends?
Guosen: AI has reached an application inflection point. It is recommended to pay attention to investment opportunities in segmented fields such as Datacenter and Electrical Utilities equipment.
In 2023, the Global Datacenter IT load scale is approximately 49GW, and it is expected to reach 140GW by 2028, with a CAGR of up to 24% from 2023 to 2028.
Even With A 30% Surge, Cautious Investors Are Not Rewarding China Electronics Huada Technology Company Limited's (HKG:85) Performance Completely
