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WiseStock Hong Kong stock market analysis | Bitcoin ETFs collectively rose sharply after Biden withdrew from the election, CXO wind bias is increasing.
Today, the markets in the two regions have diverged again. This time, Hong Kong stocks rebounded after testing the half-year line, closing up 1.25%, while A shares had the meaning of filling the gap, but the structure is not bad, with more rises than falls.
Semiconductor stocks rose against the trend, with Shanghai Fudan (01385) up 2.37%. Citic Sec continues to be bullish on the rapid growth of orders for mainland semiconductor equipment companies in recent years.
Semiconductor stocks rose against the market. As of the time of publication, Baker Micro (02149) rose by 3%, Shanghai Fudan (01385) rose by 2.37%, Semiconductor Manufacturing International Corporation (00981) rose by 1.25%, and Hua Hong Semi (01347) rose by 0.85%.
Hong Kong stock concept tracking | Microsoft (MSFT.US) blue screen triggers a global system crash, institutions are bullish on domestic substitutes for operating systems (including concept stocks)
Tianfeng Securities pointed out that self-control is the cornerstone of cybersecurity and domestication of operating systems is a major trend. In addition, the Third Plenum has repeatedly emphasized security, and self-control is expected to accelerate its promotion.
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.
[Brokerage Focus] Citic Sec continues to be bullish on the recent rapid growth of orders for mainland semiconductor equipment companies in recent years.
Jingu Financial Information | Citic Securities said that the localization of equipment in the United States is expected to continue to accelerate. Bloomberg reported on July 17th that the US plans to extend its jurisdiction to Japanese and Dutch companies, restricting their provision of advanced semiconductor technology to China. Japan and the Netherlands have a leading or advantageous position in equipment areas such as lithography, coating, exposure and development, etching, film deposition, furnaces, and inspection. ASML Holding (ASML) released its Q2 2024 report and mainland China has been ASML's largest source of revenue for four consecutive quarters. The continued procurement of lithography machines and the demand for domestic expansion are expected to remain robust in the future, while external restrictions...
Hong Kong shares fluctuate: semiconductor stocks rise against the market, and Taiwan Semiconductor's Q2 performance exceeds expectations. The AI trend leads the industry to start a new economic cycle.
Semiconductor stocks rose against the market. As of press time, Hua Hong Semi (01347) rose 3.79% to HKD 23.25; Shanghai Fudan (01385) rose 1.96% to HKD 12.48; Semiconductor Manufacturing International Corporation (00981) rose 1.62% to HKD 17.58.
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