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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.
Hong Kong stock market midday review | Hang Seng Index fell by 1.34%, domestic semiconductor chip stocks rebounded.
According to the AI Chip Economics APP, the Hang Seng Index fell 1.34% at midday, and the Hang Seng Tech Index fell 1.15%.
Hong Kong Stock Market Moves Unusually | Chip Stocks Rebound in Early Trading, USA Considering Restricting Sales of AI Chips to Some Countries, Institutions Expect AI and Localization to Drive Semiconductor Demand
Chip stocks rebounded in early trading. As of the time of publication, Solomon Systech (02878) rose by 5.36% to HK$0.59; Shanghai Fudan (01385) rose by 4% to HK$17.16; Semiconductor Manufacturing International Corporation (00981) rose by 2.81% to HK$27.45; Hua Hong Semi (01347) rose by 1.3% to HK$23.45.
Optimistic Investors Push Shanghai Fudan-Zhangjiang Bio-Pharmaceutical Co.,Ltd. (HKG:1349) Shares Up 51% But Growth Is Lacking
shanghai fudan (01385): Liu Qian and Wang Lixin are the accountants who signed the revised financial report audit and internal control audit after the changes.
shanghai fudan (01385) announced that Ernst & Young Hua Ming will serve as the auditor for the company's 2024 financial report and internal control audit...
SHANGHAI FUDAN: NOTICE OF BOARD OF DIRECTORS' MEETING
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