On October 4, the Hong Kong stock market significant increas. The Hang Seng Index (HSI) rose by 2.82%, the Hang Seng China Enterprises Index (HSCEI) increased by 3.06%, and the Hang Seng Tech Index (HSTECH) soared by 4.99%. The Hang Seng Composite Index (HSCCI) also saw a rise of 2.11%. Among individual stocks, SMIC stood out with a remarkable 29.31% surge. #SMIC #HSI
$NVIDIA (NVDA.US)$The company you want to keep any eye on is$SMIC (00981.HK)$. They make all the Huawei chips, which are said to be as competitive as H100...I have no idea. If they start making profits, it might be time to consider selling nvidia shares...
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Only Taiwan Semiconductor can made these advance GPU chips whilst SMCI nothing more than making the rake with not much barrier to entry. Stop confusing yourself and others.
Among individual stocks, SMIC stood out with a remarkable 29.31% surge. #SMIC #HSI
The Position Paper 2024/2025 details the challenges faced by European companies operating in China and provides 1,043 constructive recommendations to the Chinese Government on how they can be resolved.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $SMIC (00981.HK)$ $Contemporary Amperex Technology (300750.SZ)$
SEMI expected China to be the largest investor in new chip fabs, with total spending for the year, including equipment purchases, projected to reach US$50 billion.
$Taiwan Semiconductor (TSM.US)$ $SMIC (00981.HK)$ $XIAOMI-W (01810.HK)$ $Huawei Hongmong (LIST0795.SH)$ $BABA-W (09988.HK)$
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