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.

Zhitong Finance22:05 ET

[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.

金吾財訊21:30 ET

Semiconductor stocks picked up in the afternoon. Semiconductor Manufacturing International Corporation (00981) rose by 3.15%. Institutions predict that the industry will enter the traditional peak season in the second half of the year.

Semiconductor stocks rallied in the afternoon, with Semiconductor Manufacturing International Corporation (00981) up 3.15%, Hua Hong Semi (01347) up 2.25%, and Shanghai Fudan (01385) up 1.31%.

金吾財訊Jul 18 01:42 ET

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.

Zhitong FinanceJul 17 09:27 ET

Tianfeng Securities: Bullish on the domestication of semiconductor equipment materials, and chip design may welcome a "Scottish estimation" market.

Tianfeng Securities has released a research report stating that the semiconductor industry will enter the traditional peak season in the second half of the year and is expected to see seasonal improvements in demand from the entire industry chain in the third and fourth quarters, as new downstream consumer electronics products are released.

Zhitong FinanceJul 16 19:59 ET

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

Zhitong FinanceJul 16 01:49 ET