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[Brokerage Focus] Citic Sec continues to be bullish on the recent rapid growth of orders for mainland semiconductor equipment companies in recent years.
Jingu Financial Information | Citic Securities said that the localization of equipment in the United States is expected to continue to accelerate. Bloomberg reported on July 17th that the US plans to extend its jurisdiction to Japanese and Dutch companies, restricting their provision of advanced semiconductor technology to China. Japan and the Netherlands have a leading or advantageous position in equipment areas such as lithography, coating, exposure and development, etching, film deposition, furnaces, and inspection. ASML Holding (ASML) released its Q2 2024 report and mainland China has been ASML's largest source of revenue for four consecutive quarters. The continued procurement of lithography machines and the demand for domestic expansion are expected to remain robust in the future, while external restrictions...
Hong Kong shares fluctuate: semiconductor stocks rise against the market, and Taiwan Semiconductor's Q2 performance exceeds expectations. The AI trend leads the industry to start a new economic cycle.
Semiconductor stocks rose against the market. As of press time, Hua Hong Semi (01347) rose 3.79% to HKD 23.25; Shanghai Fudan (01385) rose 1.96% to HKD 12.48; Semiconductor Manufacturing International Corporation (00981) rose 1.62% to HKD 17.58.
Open source securities: Downstream demand in the semiconductor industry is gradually recovering, bullish on SoC, storage chips, semiconductor equipment, etc.
Bullish on the future growth of companies in multiple sectors such as SoC, storage chips, semiconductor equipment, etc.
Tianfeng Securities: Bullish on the domestication of semiconductor equipment materials, and chip design may welcome a "Scottish estimation" market.
Tianfeng Securities has released a research report stating that the semiconductor industry will enter the traditional peak season in the second half of the year and is expected to see seasonal improvements in demand from the entire industry chain in the third and fourth quarters, as new downstream consumer electronics products are released.
Hong Kong stocks surge | Semiconductor stocks rise in the afternoon. Global semiconductor equipment sales will reach a new high. Taiwan Semiconductor may raise wafer prices by 10% next year.
According to the Zhicheng Finance and Economics App, semiconductor stocks rose in the afternoon. As of the press release, Shanghai Fudan (01385) rose 3.04%, to HKD 12.88; Hua Hong Semiconductor(01347) rose 2.83%, to HKD 23.6; CE Huada Tech (00085) rose 1.68%, to HKD 1.21; Semiconductor Manufacturing International Corporation (00981) rose 0.88%, to HKD 18.32. On the news front, according to a report from SEMI, the total global sales of semiconductor equipment in 2024 will reach USD 109 billion, a year-on-year increase of 3.4%. The report pointed out that this will set a new industry record, and
Hua Hong Semiconductor (HKG:1347) Has Debt But No Earnings; Should You Worry?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved
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