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ASML’s Plunge Shows the Diverging Fortunes of Chipmakers From AI
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
wuxi dk electronic materials co., ltd. (300842.SZ): There is currently no business dealings with semiconductor manufacturing international corporation.
Gelonghui, October 16 - Wuxi DK Electronic Materials Co., Ltd. (300842.SZ) stated on the investor interaction platform that the company currently has no business dealings with Semiconductor Manufacturing International Corporation.
Industry Trends: Inter-provincial electrical utilities spot market officially in operation; pilot implementation of water resource fee reform to be fully implemented.
Inter-provincial electrical utilities spot market officially started running on October 15th, the inter-provincial electrical utilities spot market transitioned to official operation, further expanding the scope of china power marketized trade. The spot market, medium and long-term market, and auxiliary services market are the basic functional modules of the electrical utilities market. In terms of time division, transactions longer than a day are referred to as medium and long-term electrical utilities trade, while transactions within the current day and the previous day are referred to as electrical utilities spot trade. The transition of the inter-provincial electrical utilities spot market into official operation will better promote the integration of new energy funds. During the trial operation period in the first 8 months of this year, the utilization rate of new energy increased by 1 percentage point through the inter-provincial spot market. Source: CCTV news water resource fee
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Chitong Hong Kong Stock Connect active trading | October 15th
Hong Kong Stock Connect active trading | October 15, 2024
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