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Zhitong Hong Kong investment diary | July 23
HK Stock Investment Journal | July 23, 2024
HTSC: ASML's new Q2 order volume has greatly increased, bullish on the recovery of global semiconductor equipment industry.
HTSC stated that ASML, the leading semiconductor equipment company in the Netherlands, has exceeded expectations in Q2, and is bullish about the recovery of the global semiconductor equipment industry.
Hong Kong stocks fluctuate | asmpt (00522) opens more than 4% lower, asml holding (ASML.US) third-quarter performance guidance below expectations, overnight US stocks fell nearly 13%.
ASMPT (00522) opened more than 4% lower, as of press time, it fell 4.55%, and the price was 109.2 Hong Kong dollars, with a turnover of 71.9016 million Hong Kong dollars.
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.
Brokerage Focus: CITIC Securities expects a turbulent upward trend in the A-share market in the second half of the year.
Jingu finance news | CCB international releases its outlook on Hong Kong stock market strategy for the second half of the year. The Hong Kong stock bear market since 2023 ended in January this year and has entered a shaking bull market. The Chinese fundamentals remain moderately repaired, and the policy tone continues to be based on stability. The chance of issuing strong stimulus policies is small, and the "strong production and weak demand" pattern will persist for a while, with a slight fluctuation in corporate profit recovery. The orderly slowdown of inflation and employment in the United States, along with a moderate economic growth, is expected to result in the earliest Fed rate cut in September this year and marginally benefit Hong Kong stock liquidity. The Hang Seng Index is currently at a historically low valuation level, and listed companies are actively buying back and increasing dividends.
Is ASMPT Limited (HKG:522) Potentially Undervalued?
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