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Net inflow of nearly 3.3 billion Hong Kong dollars in southbound funds on November 4: Increased positions in Xiaomi Corporation and Innovent Bio, outflow from Semiconductor Manufacturing International Corporation and CNOOC.
①The southbound funds had a daily turnover of approximately 55.3 billion Hong Kong dollars. Which individual stocks continued to receive inflows of funds? ②Xiaomi Group received over 0.4 billion Hong Kong dollars in inflows. How did the stock price perform?
Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all keen to see the reshoring of the manufacturing industry in the USA; ②But under the same goal, the two parties, Democrats and Republicans, seem to be taking completely different paths; ③And behind this significant difference, many American industry professionals are worried that the factory construction boom that Biden struggled to start with subsidies during his tenure may come to a sudden halt after Trump takes office...
haitong sec: M&A reorganization cases in the semiconductor sector are likely to continue to emerge, with the concentration of excellent listed companies' industries increasing.
haitong sec released research reports stating that there will be continuous cases of mergers and acquisitions in the semiconductor sector in the next 1-2 years.
Capital trends | Beishui increased holdings of Xiaomi by over 0.8 billion Hong Kong dollars, rushing to subscribe to Tencent by over 0.5 billion Hong Kong dollars, sell Ping An Insurance, and semiconductor manufacturing international corporation.
Track the latest trends of southbound funds.
Hong Kong stocks fluctuate | Chip stocks see extended decline in the afternoon, investment restrictions on US chips and AI upgraded, institutions bullish on industry expecting a wave of mergers and acquisitions.
Chip stocks widened their losses in the afternoon. As of the time of publication, shanghai fudan (01385) fell by 6.51% to 15.5 Hong Kong dollars; hua hong semi (01347) fell by 4.81% to 20.8 Hong Kong dollars; semiconductor manufacturing international corporation (00981) fell by 4.81% to 25.75 Hong Kong dollars; hg semi (06908) fell by 3.8% to 0.76 Hong Kong dollars.
US stocks closed: 'Big Seven' all defeated, S&P and Nasdaq hit the largest decline in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China Concepts Stock Index dropped 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: The possibility of super micro computer suspension or delisting is increasing.
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周淮安 : You definitely sold early. If you don't believe it, just wait a couple of days.
151674815 : Wash the plate today, it will skyrocket next week.