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The USA is going to hold a hearing to investigate China's traditional chips, leading to a decline in chip stocks.
Jinwu Finance | Chip stocks generally fell, with BEKE MICRO (02149) down 4.20%, SOLOMON SYSTECH (02878) down 3.64%, HUA HONG SEMI (01347) down 2.85%, SHANGHAI FUDAN (01385) down 2.75%, CE HUADA TECH (00085) down 2.10%, ASMPT (00522) down 1.87%, and HG SEMI (06908) down 1.64%. The office of the U.S. Trade Representative will hold a hearing on the 11th local time regarding traditional chips (mature process chips) produced in China to explore the possibility of further increasing related tariffs.
Hong Kong Stock Morning Report | US stocks rebound, China's Golden Dragon Index surges 6.4%, the State Council aims to increase support for Technology enterprises.
① The USA will grant a one month tariff exemption on Autos imported under the USMCA. ② The three major US stock indexes closed higher, with the Nasdaq China Golden Dragon Index rising by 6.4%. ③ The General Office of the State Council stated that efforts should be increased to support equity financing for Technology companies that break through key core technologies. ④ Morgan Asset Management indicates that the process of revaluation of China Assets has just begun.
There is a divergence behind the rebound of Hong Kong stocks: Short selling pressure on Internet stocks has suddenly decreased, while Semiconductors have become the new target for short sellers.
① How do Brokerage firms view the short-term adjustment pressure on Hong Kong stocks? ② Why are Institutions optimistic about the medium to long-term trend of Hong Kong stocks?
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?
