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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.
Golden Finance News | Semiconductor stocks rose against the trend. As of press time, BEKE Micro (02149) rose 3%, Shanghai Fudan (01385) rose 2.37%, Semiconductor Manufacturing International Corporation (00981) rose 1.25%, Hua Hong Semiconductor (01347) rose 0.85%. On the news front, Citic Securities said that the localization of equipment in China is expected to continue to accelerate. According to a report on July 17th, the United States plans to extend its long-arm jurisdiction to Japanese and Dutch companies, and restrict their provision of advanced semiconductor technology to China. Japan and the Netherlands dominate the equipment fields of lithography, coating and development, etching, film deposition, furnace tubes, and metrology.
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.
[Special V] Deng Shengxing: Hong Kong stocks are weak and investors should be cautious when entering the market.
Jingu News | The Hang Seng Index closed at 17,778 on Thursday (18th), up 39 points or 0.2%. The total market turnover was 87.5 billion yuan for the day. The national index rose 9 points or 0.15% to 6,306; the technology index fell 27 points or 0.76% to 3,613. Blue chips China Construction Bank (00939) rose 0.4%; Ping An Insurance (02318) rose 0.6%; HSBC (00005) rose 0.9%; CNOOC (00883) is expected to pay no less than a 40% dividend payout ratio for the whole year, and rose 1.9% for the day. The Consumer Council apologized for the classification gap of sample testing of Nongfu Spring (09633), and the stock price of Nongfu Spring continued to rise.
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