Daily Bull and Bear | The Hang Seng Index night futures rose by over 1% last Friday! Inflow of 18 million Hong Kong dollars for good positions; affected by chip rumors, Semiconductor Manufacturing International Corporation rose by over 8%, and a subscript
By the close, the market turnover was 178.5 billion Hong Kong dollars, with a total turnover of all callable bull/bear contracts at 10.7 billion Hong Kong dollars, accounting for 6.0% of the market turnover, of which the good positions accounted for 3.5% and the short positions accounted for 2.5%. In addition, the net Inflow of all callable bull/bear contracts was 0.128 billion Hong Kong dollars.
Hua Hong Group has a new leader! Qin Jian, Chairman of Shanghai United Investment, takes over and will promote the "integrated" Global Strategy layout of Dahua Hong.
① Today, the Shanghai Municipal People's Government issued a notice indicating the removal of Zhang Suxin from the position of Director of HUA HONG GROUP, and Qin Jian, Chairman of Shanghai Lianhe Investment, will take over; ② Zhang Suxin is 60 years old and during her 8 years at HUA HONG GROUP, the 12-inch production line of HUA HONG SEMI was established and listed on the Star, with the number of employees in the group exceeding ten thousand.
Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."
① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.
Express News | Hong Kong stocks in the semiconductor sector rose in early trading, with Semiconductor Manufacturing International Corporation up more than 4%, HUA HONG SEMI and SHANGHAI FUDAN both rising over 2%.
Express News | Hong Kong stocks in the semiconductor sector rose collectively, with HG SEMI up more than 9%, Semiconductor Manufacturing International Corporation, HUA HONG SEMI, and SHANGHAI FUDAN each up over 2%.
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.