No Data
Trump Says Auto Tariffs May Be Around 25%
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.
Hong Kong Stock Midday Review | Hang Seng Index fell 0.29% in the morning session while the chip Sector continued to strengthen.
Semiconductor stocks are performing strongly against the trend. Citigroup issued a report pointing out that SMIC and Huahong are optimistic about recent demand, mainly due to clients placing orders in advance because of tariff concerns, and benefiting from policy support.
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.
I Am 102927471 :