83151 Premia China STAR50 ETF
- 6.490
- -0.125-1.89%
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
Track the entire lifecycle of the main sector.
One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.
Semiconductor Manufacturing International Corporation: Consumer market recovery in downstream subcategories, layout of power device production capacity in response to new demand | Direct hit earnings conference
①Zhao Haijun, CEO of Semiconductor Manufacturing International Corporation, stated that the prices of some 12-inch nodes are good, the product mix is optimized, and the average selling price of the company in the third quarter increased compared to the previous quarter; ②It is expected to release approximately 0.03 million 12-inch wafers of monthly production capacity in the fourth quarter, and the capacity utilization rate and shipments will decrease at that time; ③Semiconductor Manufacturing International Corporation will accelerate the layout of power device capacity to fully support the development of the auto industry and the new energy market.
Daily Bull and Bear | Market focuses on the National People's Congress Standing Committee! Hang Seng Index Futures broke through the 0.021 million level, with many bull certificates surging over 150%; china-affiliated brokerage stocks soared, with many GF
At the close, the turnover of the market reached 219.775 billion Hong Kong dollars, with a total turnover of 19.841 billion Hong Kong dollars for all warrant bull and bear certificates, accounting for 9.0% of the market turnover, of which the bull position accounts for 5.4%, and the bear position accounts for 3.6%.
Capacity utilization rate continues to rise, semiconductor manufacturing international corporation achieved record high revenue in Q3.
1. In the third quarter, an additional 0.021 million pieces of 12-inch monthly production capacity were added, promoting further optimization of the product structure and an increase in average selling price; 2. The overall capacity utilization rate increased by 13 percentage points year-on-year to 90.4%, gross margin increased to 20.5%; 3. Looking ahead to the fourth quarter, Semiconductor Manufacturing International Corporation (SMIC) provides guidance: the single-quarter revenue is expected to remain flat to grow by 2% compared to the previous quarter, with a gross margin ranging from 18% to 20%.
Semiconductor Manufacturing International Corporation Q3 revenue reached a record high, with net income increasing by 56% year-on-year to 1.06 billion yuan
Semiconductor Manufacturing International Corporation's Q3 revenue increased by 32.5% year-on-year to 15.609 billion yuan, with Q4 revenue guidance remaining flat to a 2% increase from the previous quarter, and the expected Q4 gross margin is expected to be between 18% and 20%.
Futu Morning Post | Trump's trades sweep the market! Three major indices hit historical highs together; with the election settled, Wall Street adjusts down the expectations for Fed rate cuts.
First European Central Bank official to speak out after Trump's victory: closely watching, inflation may face huge impact; mortgage rates soaring along with US bonds, reaching the highest level since early July this year; jefferies financial: the pace of implementation of Trump's policies will dominate the future trend of the US dollar.
The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
Daily Bull and Bear | Sunny Optical rose strongly by more than 14%! Making more than 1 times profit with multiple call options; Hang Seng Index night futures fell by 33 points, light positions net inflow of 78 million Hong Kong dollars
As of yesterday's close, the market turnover was 169.91 billion Hong Kong dollars, all warrants bull and bear certificates totaled 17.148 billion Hong Kong dollars in turnover, accounting for 10.1% of the market turnover, of which 5.8% is for call warrants and 4.3% is for put warrants.
Futu Morning Post | Global Attention! The USA election enters the final showdown moment; Goldman Sachs: Fasten your seatbelts on election day, any clear outcome will severely impact the volatility of US stocks.
Technology giants drive the simultaneous rise of the three major indexes, with nvidia's market cap rising to first in the world; super micro computer falls nearly 15% after-hours, second-quarter net sales outlook lower than expected.
Daily Bull and Bear | Hang Seng Index maintains a volatile market, with a net inflow of 7 million Hong Kong dollars into good warehouses; Innovent Bio rebounds nearly 13%, with warrants rising more than 100%.
On Monday, the Hang Seng Index maintained a volatile market, closing up 0.30% at 20,567.52 points for the day, reaching a high of 20,633.58 and a low of 20,446.26 during the session.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Daily Bulls and Bears | Tencent led the way in network technology stocks last Friday! Multiple bull certificates doubled in value; Hang Seng Index night futures closed at 20,490 points, with a total net outflow of over 55 million Hong Kong dollars from lo
As of last Friday's close, the market turnover was 141.483 billion Hong Kong dollars, with the total turnover of all warrant bull and bear certificates at 15.226 billion Hong Kong dollars, accounting for 10.8% of the market turnover, of which the bullish position accounts for 6.0% and the bearish position accounts for 4.7%.
One week ahead | Witness history! The US election voting day is approaching, and the Fed interest rate decision is coming.
Apart from the Federal Reserve, the Bank of England, Reserve Bank of Australia, etc. will also announce interest rate decisions; Super Micro Computer, which is embroiled in financial fraud scandals, will release the latest quarterly financial report; The 12th session of the 14th National People's Congress Standing Committee will be held.
Daily Bull and Bear | Hang Seng Index futures rose to 20,432 points, up 115 points; the trading proportion of bearish warrants slightly increased, inflow of light positions funds into Hang Seng Index, Tencent.
Overnight, hsi futures current closed at 20,432 points, up 82 points or 0.40%, with a high of 115 points.
Montage Technology's net profit attributable to the mother in the first three quarters has more than tripled, with AI driving the scale shipment of new capacity chips.
①Montage Technology achieved revenue of 2.571 billion yuan in the first three quarters of this year, a year-on-year increase of 68.56%; net income attributable to the parent company reached 0.978 billion yuan, an increase of 318.42% year-on-year; ②Montage Technology stated that this year the company's demand for memory interfaces and module-matching chips has seen a recovery growth, with the AI industry driving the scale shipment of high-performance computing chips.
In the first three quarters of the year, advanced micro-fabrication equipment inc. china's net profit fell by more than 20% year-on-year, while the production output of special equipment tripled.
1. Advanced Micro-Fabrication Equipment Inc. China achieved revenue of 5.507 billion yuan in the first three quarters of this year, a year-on-year growth of about 36.27%; net income attributable to the parent company was 0.913 billion yuan, a year-on-year decrease of 21.28%. 2. New orders in the first three quarters of this year amounted to 7.64 billion yuan, an increase of about 52% year-on-year. 3. A total of 1160 special equipment were produced in the first three quarters, a year-on-year growth of about 310%, corresponding to a output value of approximately 9.419 billion yuan.
Market competition and other factors led to a decline in gross profit. shenzhen transsion holdings co., ltd. experienced a decrease in both revenue and net profit in Q3.
①Looking at the performance of shenzhen transsion holdings co., ltd., the company's performance fluctuates significantly. After maintaining high growth for multiple quarters in 2023, the net income in the second and third quarters of this year showed a year-on-year decline; ②Mainly affected by market competition and the comprehensive impact of supply chain costs, the revenue and gross margin of the third quarter of 2024 have declined, resulting in a year-on-year decrease in gross profit; ③shenzhen transsion holdings co., ltd.'s global smart phone shipments ranking slipped to sixth place in the third quarter.
Shenzhen Transsion Holdings Co., Ltd.'s Q3 revenue and net income both decreased, with net income falling by over 40% year-on-year. | Financial Report News
Affected by market competition and supply chain costs, shenzhen transsion holdings co., ltd. revenue in the third quarter was 16.693 billion yuan, a decrease of 7.22% year-on-year; basic earnings per share were 0.93 yuan, a decrease of 57.92% year-on-year.