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Soochow: Domestic semiconductor equipment core technology breakthroughs have received international recognition, and the related equipment chain is迎迎增量增量增机会.
Soochow Securities recommends focusing on relevant symbols in the advanced packaging equipment chain.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
The market suddenly realizes that chips are still the hard currency of AI, and the Hong Kong stock market's Semiconductors Sector has seen a "revenge" rise again.
① The Hong Kong Stock Market's Semiconductors Sector is experiencing a "revenge" rise again, what changes have occurred in the market logic? ② A consensus on the hard currency of AI chips is gradually forming, what impact will it have on future market trends?
Guosen: AI has reached an application inflection point. It is recommended to pay attention to investment opportunities in segmented fields such as Datacenter and Electrical Utilities equipment.
In 2023, the Global Datacenter IT load scale is approximately 49GW, and it is expected to reach 140GW by 2028, with a CAGR of up to 24% from 2023 to 2028.
The Hong Kong A Semiconductor Sector is experiencing a full outbreak!
WICA: The Global Semiconductors market is expected to grow by 13.2% in 2025.
The "Stargate" and the "China DeepSeek craze" appear simultaneously! Morgan Stanley: The demand for the AI Chip Industry Chain is booming.
Morgan Stanley expects significant changes in the AI supply chain with the "Stargate" project and the growth of demand for high-performance computing in China. This increase in demand from China may have a profound impact on the Global AI Hardware market, driving relevant enterprises and supply chain participants to adjust strategies and allocate resources.
