Hong Kong stock concept tracking | State-owned Assets Supervision and Administration Commission fully implements new national system for independent innovation, and semiconductor industry receives attention from investors (with concept stocks).
The "Three New Inputs" mainly refers to increasing investment in technology innovation and accelerating breakthroughs in key areas with "bottleneck" technology.
Hua Hong Semiconductor Schedules Key Board Meeting
Hua Hong Semi (01347.HK) held a board of directors meeting on August 8th to consider and approve the publication of its second quarter results.
Hua Hong Semi (01347.HK) has announced that it will hold a board of directors meeting on Thursday, August 8, 2024 at 10:30 a.m. to discuss the following matters: 1. Consider and approve the publication of the company and its subsidiary's unaudited financial performance for the second quarter of the three-month period ending June 30, 2024; and 2. Discuss any other matters.
HUA HONG SEMI: Notification of Board Meeting
HK stocks experienced volatility, with chip stocks continuing recent declines. Overseas policies have a larger impact on sentiment than actual substance. Morgan Stanley claims that it is difficult to push up prices by improving utilization rates.
Chip stocks continue to fall recently. As of press time, Hua Hong Semiconductor (01347) fell 4.69%, to HKD 20.3; Semiconductor Manufacturing International Corporation (00981) fell 2.45%, to HKD 16.72; Shanghai Fudan (01385) fell 1.52%, to HKD 11.64.
WiseStock Hong Kong stock market analysis | Bitcoin ETFs collectively rose sharply after Biden withdrew from the election, CXO wind bias is increasing.
Today, the markets in the two regions have diverged again. This time, Hong Kong stocks rebounded after testing the half-year line, closing up 1.25%, while A shares had the meaning of filling the gap, but the structure is not bad, with more rises than falls.
Semiconductor stocks rose against the trend, with Shanghai Fudan (01385) up 2.37%. Citic Sec continues to be bullish on the rapid growth of orders for mainland semiconductor equipment companies in recent years.
Semiconductor stocks rose against the market. As of the time of publication, Baker Micro (02149) rose by 3%, Shanghai Fudan (01385) rose by 2.37%, Semiconductor Manufacturing International Corporation (00981) rose by 1.25%, and Hua Hong Semi (01347) rose by 0.85%.
Hong Kong stock concept tracking | Microsoft (MSFT.US) blue screen triggers a global system crash, institutions are bullish on domestic substitutes for operating systems (including concept stocks)
Tianfeng Securities pointed out that self-control is the cornerstone of cybersecurity and domestication of operating systems is a major trend. In addition, the Third Plenum has repeatedly emphasized security, and self-control is expected to accelerate its promotion.
HTSC: ASML's new Q2 order volume has greatly increased, bullish on the recovery of global semiconductor equipment industry.
HTSC stated that ASML, the leading semiconductor equipment company in the Netherlands, has exceeded expectations in Q2, and is bullish about the recovery of the global semiconductor equipment industry.
Northbound funds' movement| Net buying of 6.124 billion HKD in ETF; petroleum and chip stocks show differentiation.
On July 19th, the Hong Kong stock market saw a net purchase of 6.124 billion Hong Kong dollars by northbound funds, of which the net purchase amount through the Shanghai and Shenzhen-Hong Kong Stock Connect programs were 4.106 billion Hong Kong dollars and 2.017 billion Hong Kong dollars, respectively.
Hong Kong stocks closed on July 19, with the Hang Seng Index falling 2.03%. The leading losers were real estate, oil, non-ferrous metals and other stocks, while semiconductor stocks rose against the trend.
Under pressure, Hong Kong stocks fell more than 2% all day, and all three major indexes fell. As of the close, the Hang Seng Index fell 2.03% or 360.73 points to 17,417.68 points, with a total trading volume of HKD 102.002 billion for the day.
[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?
Hong Kong stock concept tracking | Samsung Electronics union launches 'indefinite' strike, wave of chip price increases may continue (with concept stocks)
On Monday, thousands of Samsung employees staged a strike outside the Samsung chip manufacturing plant in southern Seoul, beginning a three-day general strike demanding higher pay and more vacation arrangements.
Wiseinvest Stock Unlock | Key positions receive monetary support, the collective rise of the technology sector.
There is no obvious inflow of funds in the Hong Kong stock market. It is mainly driven by A-shares during the trading day, but it could not sustain at the end of the day, and the closing price remained flat.
Northbound funds activity|Net buy of 3.651 billion, high dividend and technology stocks are popular. HSBC (00005) suffers sell-off again.
According to the Zhitong Finance APP, on July 9th, the Hong Kong stock market had a net buying of 3.651 billion Hong Kong dollars by the Northbound capital, of which the Hong Kong Stock Connect (Shanghai) had a net buying of 2.172 billion Hong Kong dollars, and the Hong Kong Stock Connect (Shenzhen) had a net buying of 1.478 billion Hong Kong dollars. The individual stocks with the most net buying by the Northbound capital are China Mobile (00941), Meituan-W (03690), and CNOOC (00883). The individual stocks with the most net selling by the Northbound capital are HSBC Holdings (00005) and ZTE (00763). The active trading stocks in the Hong Kong Stock Connect (Shanghai) and the Hong Kong Stock Connect (Shenzhen) are China Mobile (00941) with a net buying of 0.234 billion.
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