Semiconductors (BK22912) Stock Forum and Discussion

Semiconductors

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940.708
+1.830+0.19%

Trading Aug 19 14:43 CST

952.689High938.085Low

Spinee

Aug 8 22:07

SMIC Q2 Net Profit of $164.6 Million Far Exceeds Expectations, Down Nearly 60% Year-On-Year

$SMIC (00981.HK)$ ’s Q2 revenue grew 22% year-on-year to $1.9 billion, with gross margin falling 6.4 percentage points year-on-year to 13.9%. Wafer monthly capacity increased by 50% year-on-year.
$Semiconductor Manufacturing International Corporation (688981.SH)$ $SMIC Concept (BK0709)$

Spinee

Aug 8 21:17

HSI Opens 205 pts Higher as Techs Lead Gains

Hong Kong stocks opened higher significantly in the morning session. $Hang Seng Index (800000.HK)$ opened 205 points or 1.2% higher at 17,097. $Hang Seng China Enterprises Index (800100.HK)$ opened 77 points or 1.3% higher at 6,018. $Hang Seng TECH Index (800700.HK)$ opened 70 points or 2.1% higher at 3,436.
The 2Q24 net profit of chip stocks $SMIC (00981.HK)$ / $HUA HONG SEMI (01347.HK)$ fell 59%/ 91%+ YoY, and their share prices mounted 7.3%/ 2.7%. HUA HONG SEMI decreas...

104055613

Aug 1 06:27

$PENTAMASTER (01665.HK)$
Tmr Holland one way trip.

Spinee

Jul 25 21:58

HSI Opens Inclining 74 pts; EAST BUY Collapses 15%, as JD Lifts 3%+

Hong Kong stocks opened higher in the morning, with $Hang Seng Index (800000.HK)$ opening 74 points or 0.4% higher at 17,079. $Hang Seng China Enterprises Index (800100.HK)$ opened 33 points or 0.6% higher at 6,050. $Hang Seng TECH Index (800700.HK)$ opened 22 points or 0.7% higher at 3,443.
$EAST BUY (01797.HK)$ shares opened cratering 15% at $10.54 after Dong Yuhui quit the company and the company announced its intention to buy back up to RMB500 million ...

Spinee

Jul 25 04:00

NVIDIA's New Chip for China

$NVIDIA (NVDA.US)$ introduced a new chip specifically for the Chinese market. However, industry experts doubt its ability to match the performance of domestic chips and meet the growing demand for computing power.
$SMIC (00981.HK)$ $SENSETIME-W (00020.HK)$ $BABA-SW (09988.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Serve Robotics soars and dips: Is it a smart buy?

103970650

Jul 24 01:21

$ASMPT (00522.HK)$ beautiful

Spinee

Jul 23 21:31

HSI Opens 14 pts Lower as NTES Leap

Hong Kong stocks opened lower in the morning session. $Hang Seng Index (800000.HK)$ opened 14 points or 0.1% lower at 17,454. $Hang Seng China Enterprises Index (800100.HK)$ opened 5 points or 0.1% lower at 6,189. $Hang Seng TECH Index (800700.HK)$ opened 5 points or 0.2% lower at 3,539.
For techs, $BABA-SW (09988.HK)$ , $TENCENT (00700.HK)$ and $XIAOMI-W (01810.HK)$ slid 0.1%, while $JD-SW (09618.HK)$ dropped 0.3%. $NTES-S (09999.HK)$ picked up 2.1%, while chip ...

Feirre

Jul 18 21:36

HKD1.4B Southbound Trading Net Inflow to TENCENT

There was HKD1.4 billion, HKD241.2 million and HKD177.3 million Southbound Trading net inflow to $TENCENT (00700.HK)$ , $XIAOMI-W (01810.HK)$ and $CNOOC (00883.HK)$ .
There was HKD583.1 million, HKD127.3 million and HKD21.6 million Southbound Trading net outflow from $TRACKER FUND OF HONG KONG (02800.HK)$ , $MEITUAN-W (03690.HK)$ and $SMIC (00981.HK)$ .
For $SH->HK Connect (GangGuTong)$ , $TENCENT (00700.HK)$ was the most active ...

Spinee

Jul 18 01:44

US Considers Stricter Measures on Japan and Netherlands to Restrict Chip Trade with China

Chinese Foreign Ministry: Hopes relevant countries firmly resist coercion.
According to Global Times, on the 17th, Foreign Ministry spokesperson Lin Jian held a regular press conference. A Bloomberg reporter asked if the US is considering stricter measures to pressure companies in Japan and the Netherlands to restrict chip trade with China.
Lin Jian responded that China has repeatedly stated its firm stanc...

Spinee

Jul 11 01:14

CHINA CPI & PPI BREAKDOWN:

CPI
🔸June CPI experienced a seasonal m/m decrease.
🔸The core CPI rose by 0.6% y/y, unchanged.
🔸Food prices dropped by 2.1% y/y, decline expanded.
🔸Beef and mutton fell by 13.4% and 7.1% y/y, amid oversupply.
🔸Pork prices rise by 18.1% y/y, vs +13.5 PPS vs May.
🔸Vegetables -7.3% y/y, +9 pps vs May.
For y/y price changes
🔽Food, tobacco & liquor -1.1%
🔼Clothing +1.5%
🔼Accomodation +0.2%
🔼Necessities & services +0.9%
🔽Transportation & Communication -0.3%
🔼Education, Cultur...

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