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Open source securities: Downstream demand in the semiconductor industry is gradually recovering, bullish on SoC, storage chips, semiconductor equipment, etc.
Bullish on the future growth of companies in multiple sectors such as SoC, storage chips, semiconductor equipment, etc.
Hong Kong stocks surge | Semiconductor stocks rise in the afternoon. Global semiconductor equipment sales will reach a new high. Taiwan Semiconductor may raise wafer prices by 10% next year.
According to the Zhicheng Finance and Economics App, semiconductor stocks rose in the afternoon. As of the press release, Shanghai Fudan (01385) rose 3.04%, to HKD 12.88; Hua Hong Semiconductor(01347) rose 2.83%, to HKD 23.6; CE Huada Tech (00085) rose 1.68%, to HKD 1.21; Semiconductor Manufacturing International Corporation (00981) rose 0.88%, to HKD 18.32. On the news front, according to a report from SEMI, the total global sales of semiconductor equipment in 2024 will reach USD 109 billion, a year-on-year increase of 3.4%. The report pointed out that this will set a new industry record, and
New Silk President Gaisen Xin: AI promotes doubling growth in the semiconductor industry.
The three-day World Artificial Intelligence Conference (WAIC) will be held in Shanghai on July 4-6, 2024. Despite the continuous high temperature, the enthusiasm of everyone has not been affected. Even though the temperature keeps rising, the venue is still crowded with people.
China Electronics Huada Technology Warns of Drop in H1 Profit
China Electronics Huada Technology (HKG:0085) expects attributable profit of between around HK$300 million and HK$330 million for the six months ending June 30, down from HK$552.9 million a year prior
HK stock anomaly | semiconductor stocks fell hua hong semi (01347) fell more than 5%. The US proposes new regulations to limit investments in the technology industry of nov inc.
According to the app from Zhitong Finance, semiconductor stocks fell across the board in early trading. As of press time, CE Huada Technology (00085) fell 6.72% to HK$1.25; Hua Hong Semiconductor (01347) fell 5.3% to HK$23.25; Shanghai Fudan (01385) fell 2.95% to HK$12.52; and Semiconductor Manufacturing International Corporation (00981) fell 1.72% to HK$18.3.
HK stocks fluctuate | CE Huada Tech (00085) fell more than 4% after warning, significant decline in revenue, expected to have a maximum half-year net profit of 330 million Hong Kong dollars.
Ce Huada Tech (00085) fell more than 4% after warning profits. As of press time, it fell 3.73%, reported HKD 1.29, and the turnover was HKD 4.28 million.
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