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Hong Kong stock concept tracking | USA launches new regulations on AI Chip restrictions, forcing the development of domestic computing power and advanced processes (including concept stocks).
The USA has introduced new regulations on AI Chip controls, with NVIDIA and Oracle clearly opposing them.
【Brokerage Focus】BOCOM INTL is Bullish on the trend of domestic substitution and the opportunities for key players in the Industry Chain for domestic substitution.
Jinwu Financial News | BOCOM INTL stated that the 2025 CES Global Consumer Electronics Show will be held from January 6 to 10 in Las Vegas, USA, attracting over 4,500 companies to participate, including more than 1,400 Chinese companies. The bank summarizes the key points of this CES as follows: 1) AI remains the absolute theme, with more Consumer Electronics manufacturers attempting to integrate AI into their products; 2) Major chip manufacturers have chosen PC as the primary carrier for edge/endpoint AI; 3) The attention on new Consumer Electronics products such as robots and AR/VR/XR has increased. The bank found that based on PC edge/endpoint.
Express News | Biden unveils the latest round of AI chip curbs aimed at China and Russia. Nvidia, ASML, and TSMC fall more than 2%.
Express News | US tightens its grip on AI chip flows across the globe
Hong Kong stocks movement | Chip stocks fell in the morning, Semiconductor Manufacturing International Corporation (00981) dropped over 4%. Institutions say that the recovery of wafer foundry profit margins may be slower than revenue growth.
Chip stocks fell in early trading. As of the time of reporting, HUA HONG SEMI (01347) is down 4.48%, priced at 19.82 HKD; Semiconductor Manufacturing International Corporation (00981) is down 4.33%, priced at 29.8 HKD; SHANGHAI FUDAN (01385) is down 3.91%, priced at 13.78 HKD; ASMPT (00522) is down 1.69%, priced at 75.65 HKD.
Hong Kong stock Concept tracking | The new upward cycle of Semiconductors is expected to accelerate the localization process (with related stocks attached).
The localization of Semiconductors is imperative, and the importance of advanced processes is increasing.
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李白的李 : SMIC has advanced manufacturing processes