No Data
Hong Kong stock concept tracking | Chinese enterprises will provide low-orbit satellite services for Brazil, accelerating the opening of the satellite internet plus-related market space (including concept stocks).
Chinese companies will provide low-orbit satellite services to Brazil.
A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
Semiconductor concept stocks collectively fell, hg semi (06908) dropped by 13.24%. Market concerns over worsening geopolitical tensions aggravating the chip supply shortage.
King Kong Financial News | Semiconductor concept stocks collectively fell. As of the time of publication, hg semi (06908) fell by 13.24%, hua hong semi (01347) fell by 7.81%, Baker Microelectronics (02149) fell by 3.5%, Shanghai Fudan (01385) fell by 2.7%, semiconductor manufacturing international corporation (00981) fell by 2.39%. On the news front, according to recent reports from the media, the US Department of Commerce has sent a letter to Taiwan Semiconductor, requesting to stop supplying 7-nanometer and more advanced process AI chips to customers in mainland China from the 11th. Sources said that Taiwan Semiconductor has notified affected customers to suspend related chips from the 11th onwards.
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
[Brokerage Focus] Citic Securities suggests that the future difficulty for mainland Chinese chip companies to obtain advanced processes may increase. In the long term, the scarcity of advanced processes in domestic wafer factories will be strengthened.
Jingu Wealth News | Citic Sec indicated that against the background of Trump's possible return to power, the market's concerns about stricter control over the access of Chinese mainland enterprises to taiwan semiconductor's advanced process chip foundry and other aspects have intensified in the face of increasing technology competition between usa and china. For Chinese mainland enterprises, especially AI chip companies, the distinction between the "available advanced process" in the mainland and the international advanced process has led to two separate supply chain systems. Domestic wafer fabs may expand production based on domestic equipment supply chains, thereby significantly increasing long-term revenue growth potential and potentially improving profitability. In the current complex and ever-changing international environment, the future access of Chinese mainland chip companies to advanced technology
Trending Industry Today: ASMPT Leads Losses In Semiconductors Stocks
No Data
No Data
I Am 102927471 :