JPHUAHO@EC2607C

LEOCH INT'L

STARGLORY HLDGS

TRANSTECH

METASPACEX

GLOBALSTRAT

INTELLIMARK W27

EXTREME VISION

SHANDONG MOLONG

HSC RESOURCES

PT INTL DEV

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The three major A-share indices fell by 0.5% to 1.8% in the first half of the day, with the Shanghai Composite Index down 20 points to 3,927 points, the Shenzhen Index down 158 points to 13,548 points, and the ChiNext down 57 points to 3,189 points. Domestic bank stocks rose against the trend, with ICBC and CCB up 1% and 1.4% respectively. Shipping stocks performed strongly, with CMES and NJTC rising 8.7% and 8.2% respectively. Chip stocks generally declined, with SMIC down 2.7% and Hua Hong down 3.4%. International oil prices remained high, and oil and gas stocks performed well

AASTOCKS

HUA HONG SEMI

NJTC

SSE Index

WP CSI Banks ETF

Shenzhen Index

ICBC

Hwabao WP CSI Banks ETF

ChinaAMC CSI Banks ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ChiNext

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SMIC

Huaan CSI Banks ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

CMES

Hua Hong

Fullgoal CSI 800 Banks ETF

The three major A-share indices of the Shanghai and Shenzhen stock exchanges fell by 0.5% to 1.8% in the first half of the day, with chip stocks declining while shipping and innovative pharmaceutical concept stocks continued to rise

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The computing power leasing concept became active again, with AURORA hitting its daily limit six times in 11 days, NB CONSTRUCTION surging to the daily limit, Hongjing Technology rising over 10%, and UCloud, Capitalonline, Shunwang Technology, and Canatal following suit. Hong Kong chip stocks surged collectively, with ILUVATAR COREX jumping nearly 12%, HUA HONG SEMI and BIREN TECH rising nearly 6%, and SMIC and SHANGHAI FUDAN increasing by over 3%

- On April 1, both A-shares and Hong Kong stocks opened significantly higher as geopolitical tensions in the Middle East eased, with signals from Iran and the U.S. indicating a willingness to end conflicts.  
- The A-share market saw all three major indices rise over 1%, driven by a surge in computing hardware and chip sectors, while in Hong Kong, the Heng Seng Index opened 2% higher and experienced a slight pullback.  
- In the bond market, government bond futures fluctuated, with mixed movements observed across commodity futures, including gains in precious metals but declines in crude oil and coal.

Wallstreetcn

Canatal

UCloud

ILUVATAR COREX

BIREN TECH

AURORA

Capitalonline

Shunwang Technology

Hang Seng Index

SHANGHAI FUDAN

FMSH

NB CONSTRUCTION

AH Shares Rise Collectively: SSE Index Up 1%, Computing Power Hardware Explodes, Hang Seng Index Up 2%, Internet Tech Stocks Generally Rebound

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The three major A-share indices opened higher, rising between 1.2% and 2.2%. The market rebound is driven by expectations of the end of the Iran war. Domestic bank stocks softened, while domestic real estate company Vanke opened 1.3% higher. Chip stocks performed strongly, with SMIC opening 2.5% higher and HUA HONG SEMI opening 3.9% higher. Oil stocks were slightly weaker, with PetroChina and CNOOC opening lower. BOE opened 2.6% higher, planning to repurchase shares

CNOOC

The three major A-share indices of Shanghai and Shenzhen opened higher by 1.2% to 2.2%, chip stocks rebounded, and oil stocks were slightly weak

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

Tip Ranks

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

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CHALIECO fell about 14%, SHANDONG MOLONG fell about 15%, MINIMAX fell about 8%, Pony.ai fell about 8%, BYD ELECTRONIC fell about 5%, GDS fell about 4%, Hua Hong Semiconductor fell about 5%

CHALIECO

GDS-SW

Shandong Molong

BYD ELECTRONIC

Hang Seng TECH Index

CAM HS TECH

Tianhong Hang Seng TECH ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ISHARESHSTECH

CSOP HS TECH

Hang Seng Index closes up 0.15%, Hang Seng TECH Index down 0.86%

Hua Hong Semiconductor posts FY profit attributable $54.9 million

marketscreener

Hua Hong Semiconductor posts FY profit attributable $54.9 million

FTXL

Taiwan is advancing in wide-bandgap (WBG) semiconductors, focusing on device packaging and deployment in power systems. NIKO Semiconductor Co. Ltd. is a key player, transitioning from silicon MOSFETs to silicon carbide (SiC) and gallium nitride (GaN) modules. The company emphasizes design and application support, leveraging strong relationships with ODMs and OEMs. Taiwan's WBG ecosystem has matured, enabling rapid responses to market demands, particularly in GaN and SiC technologies for electric vehicles and AI power supplies. Innovations in packaging and thermal management are enhancing performance and reliability, positioning Taiwan as a leader in global electrification efforts.

EE Times

First Trust Nasdaq Food & Semicon

Taiwan’s WBG Momentum Extends from Devices to Power Systems

SOXX

STHH

SOXL

STMEF

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

StockTitan

iShares Semiconductor ETF

STMicroelectronics NV ADRhedged

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

STMicroelectronics NV

STMicroelectronics N.V.

SPDR S&P Semicon

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

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Hong Kong's chip stocks rebounded significantly, with Montage Technologyand GigaDevice Semiconductorboth surging over 3%. Other companies, including Hua Hong Semiconductor, ASM Pacific Technology, and Semiconductor Manufacturing International Corporation, also experienced upward movements.

CoinLive

GIGADEVICE

ASMPT

Hong Kong Chip Stocks Rebound with Notable Gains

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

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The Hang Seng Index opened up 0.4%, at 25,938.43 points; the Hang Seng Tech Index rose 0.5%. Tencent Music and Nio rose over 2%, Li Auto rose nearly 2%, and HUA HONG SEMI and SMIC rose over 1%

TME-SW

LI AUTO-W

China's Hua Hong Group is advancing its semiconductor capabilities by preparing to produce 7 nm chips, potentially suitable for AI workloads. This move, supported by Huawei and GPU designer Biren, aims to enhance China's self-sufficiency in the semiconductor supply chain amid U.S. technology tensions. If successful, Hua Hong will join Semiconductor Manufacturing International as the second Chinese foundry to achieve this technology, targeting initial production of a few thousand wafers per month by year-end, with plans for increased output.

GuruFocus

China's Next Chip Push Moves Toward 7 nm

Today’s CPI coming in below expectations definitely helps the liquidity narrative. Softer inflation reduces pressure on yields and gives the market room to price in a more dovish path. That’s supportive for risk assets, especially long-duration tech. That said, one print doesn’t make a full pivot. Markets usually need a trend of cooling data before calling it a true liquidity turn. It’s a positive start, but confirmation still matters.

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Apple

KNOWLEDGE ATLAS

Cisco

HAIZHI TECH GP

WOER

Nebius

Coinbase

Airbnb

Apple Group

Sirius XM

Market Shocks: AI, Cisco, Rates

AI remains a long term bull but near term earnings uncertainty is fueling and sharper pullbacks rather than a straight line rallyMargins are key now expect short term volatility and selective dipsFocus on profitable AI infra, energy and select financials

We are indeed entering an 'AI volatility phase,' rather than a pure AI bull market. This perspective is the right mindset.

with rate cuts potentially delayed to July, the bank stocks have been granted a reprieve from the net interest margin compression concern.

AI's disruptions are now spreading into more bread and butter, brick and mortar sectors. Hopefully this will strengthen the AI companies, and eventually, the whole US economy, benefiting all.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

Fattycat

BABA Return Rate

BABA Diamond Holder

Markets are overvalued and needs a breather so whatever the narrative is, it looks like a pullback is due.

Crypto winter is coming, everyone get ready and follow the trend. Do not fight the market!

Best hedge against everything, be it weak data, volatility, or market movement, is still precious metals!

Volatility is here to stay. Look towards other economies instead, like emerging market!

The recent job numbers are excellent! Things will only get better from here! Have faith in the economy!

JPHUAHO@EC2607C(27355.HK)

JPHUAHO@EC2607C Stock Performance Chart

The three major A-share indices of the Shanghai and Shenzhen stock exchanges fell by 0.5% to 1.8% in the first half of the day, with chip stocks declining while shipping and innovative pharmaceutical concept stocks continued to rise

AH Shares Rise Collectively: SSE Index Up 1%, Computing Power Hardware Explodes, Hang Seng Index Up 2%, Internet Tech Stocks Generally Rebound

The three major A-share indices of Shanghai and Shenzhen opened higher by 1.2% to 2.2%, chip stocks rebounded, and oil stocks were slightly weak

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

Hang Seng Index closes up 0.15%, Hang Seng TECH Index down 0.86%