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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
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.
HK stocks abnormal movement | Chip stocks collectively decline, asml holding performance slumps, third-quarter order amount far below expectations.
Chip stocks collectively fell. As of the time of publication, Solomon Systech (02878) fell by 3.77%, closing at 0.51 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) fell by 2.68%, closing at 25.45 Hong Kong dollars; ASMPT (00522) fell by 3.31%, closing at 89.15 Hong Kong dollars; Hua Hong Semi (01347) fell by 1.83%, closing at 21.45 Hong Kong dollars.
Bullish market boosts Hong Kong stock semiconductor shares, Solomon Systech soars over 7%.
① How is the export data situation of semiconductors in south korea in September? ② How do institutions evaluate the subsequent market trends of the semiconductor sector?
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.
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长江大侠 : I have already sold at the high point. This stock belongs to the semiconductor sector, and this company is downstream of a large semiconductor company. If the large cap market corrects again, I don't think it's very stable, so it's more prudent to buy the top stocks in the sector.