CTMONTA@EC2611A

Montage Tech Successfully Samples DDR5 Sixth-Gen RCD06 Chip with 9200 MT/s Speed

Goldman Sachs Raises Montage Technology Target Price to HKD 582, Maintains Buy Rating

Montage Technology Shareholder Shanghai Rongying Plans Inquiry Transfer to Reduce 12.228 Million Shares

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

Morgan Stanley Cuts Its Holdings in Lianxin Technology by 248,684 Shares

Lanx Technology's Stock Continues to Strengthen with Goldman Sachs Upgrading Target Price

CLSA Raises Earnings Forecast and Target Price for Lianxin Technology

UBS Raises UMEC's Target Price to HKD 380 and Reiterates Buy Rating

UBS Maintains Buy Rating on Montage Technology H Shares with a Target Price of HKD 237

MONTAGE TECH released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue HKD 1.656 B (forecast HKD 1.788 B), actual EPS HKD 0.7941 (forecast HKD 0.6758)

MONTAGE TECH to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue HKD 1.788 B, EPS HKD 0.6758

Alisoft China Holding reduced its holdings in Mergent Inc.

MoorTech reports 58% profit and 50% revenue growth in 2025, but stock price falls 3%

Lianji Technology will conduct CXL 3.1 MXC chip sampling tests in September 2025

MONTAGE TECH to Release FY2025 Annual Earnings on March 30 During-Market (BJT), Forecast Revenue HKD 6.251 B

Goldman Sachs Gives Buy Rating to Lianxin Technology's H-Share and A-Share

UBS Initiates Coverage of Lianxin Tech with Buy Rating and Target Price of 237 Yuan

LanX Technology Announces End of Stabilization Period for Global Offering and Exercise of Over-allotment Option

Mingtech Co Ltd's Core Technician Shangang Passed Away Due to Illness

ONE MEDIA GROUP

WT GROUP

ROBOTPHOENIX

GW TIANDI

HAITIAN ANTENNA

DIT GROUP

E-HOUSE ENT

PROSPER FUTURE

MININGLAMP-W

REDCO HEALTHY

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CHOW TAI FOOK(01929) rose 15.2%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 3.4%. CMOC(03993) rose 12.17%, with a trading turnover 1.9 Billion HKD, and a year-to-date fell 0.6%. MINIMAX-W(00100) fell 8.97%, with a trading turnover 769.3 Million HKD, and a year-to-date rose 140%. GIGADEVICE(03986) fell 4.88%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 305.5%.

- The Hang Seng Index rose 1.93%, with a year-to-date decline of 3.6%.  
- The Hang Seng Tech Index increased by 1.06%, but has seen a 14.7% drop this year.  
- Notable stocks include Chow Tai Fook, up 15.2% with a turnover of 1.44 billion HKD, and Luoyang Molybdenum, up 12.17% with a turnover of 1.9 billion HKD.

Top Gainers&Losers

CHOW TAI FOOK

CMOC

JIANGXI COPPER

ZIJIN MINING

LI AUTO-W

MINIMAX-W

GIGADEVICE

BIREN TECH

Lens

MONTAGE TECH

Top 5 HK Stock Gainers/Losers (>100B) (6.12)

HSCEI

09618

00HSI

603986

688008

The Hang Seng Index closed down 0.65% at 24,249.29, with the HSTECH and HSCEI also declining. Local financials like HSBC and AIA rebounded on positive sentiment regarding cross-border investment rules. Conversely, tech stocks slumped after Taobao & Tmall and JD were summoned by regulators, with Alibaba falling over 5%. Chip stocks performed well, with Montage Tech and Gigadevice surging more than 5%.

- The HSI closed at 24,249.29, down 158 points or 0.65%, with a total turnover of HKD 284.135 billion.  
- Local financials, such as HSBC and AIA, rebounded despite declines in major tech stocks like Alibaba and Tencent, following reports of limited impact from new investment rules.  
- Chip stocks performed well, with notable increases in companies like Montage Tech and Gigadevice, while short selling continued to dominate the market.

AASTOCKS News

Hang Seng China Enterprises Index

JD-SW

Hang Seng Index

HSBC

HSBC Holdings Plc

AIA Group

HSBC HOLDINGS

JD.com

Montage Technology

Hang Seng TECH Index

KraneShares 2x Long JD Daily ETF

HSCEI ETF

TRACKER FUND

ISHARESHSI

FL2 CSOP HSI

FI CSOP HSI

FI2 CSOP HSI

HSBC Holdings plc ADRhedged

HSTECH ETF

CSOP HS TECH

ISHARESHSTECH

XL2CSOPHSTECH

XI2CSOPHSTECH

JPMorgan Chase

Goldman Sachs

STANCHART

BABA-W

Alibaba

BIDU-SW

Baidu

TENCENT

Tencent

MEITUAN

NTES-S

NetEase

SMIC

HUA HONG GRACE

Hua Hong Grace

XL2CSOPHYNIX

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GS Hldg R

HSBC 5xShortSG241213

Standard Chartered PLC

AIA-R

BABA-WR

Alibaba HK SDR 5to1

BIDU-SWR

JD-SWR

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

SMIC HK SDR 5to1

HSI Loses 158 Pts at Close; BABA-W Slumps 5%+; AIA Rebounds 5%; HSBC HOLDINGS Up 2%+

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UBS reports China plans a RMB2 trillion (USD295 billion) five-year investment in domestic AI infrastructure, led by the NDRC. This initiative aims to boost AI capabilities and reduce reliance on US technology. Beneficiaries include telecom operators like China Mobile and Telecom, as well as semiconductor firms such as SMIC, Hua Hong Grace, Montage Tech, and equipment suppliers like NAURA and AMEC.

- China plans to invest approximately RMB2 trillion (around USD295 billion) over five years to develop data centers, focusing on enhancing AI capabilities and competing with the US.  
- The initiative, led by the National Development and Reform Commission, will involve participation from companies like CHINA MOBILE, CHINA TELECOM, and domestic chip suppliers such as Huawei.  
- UBS anticipates that semiconductor companies and equipment suppliers will benefit from this expansion, with a focus on AI-related technologies and increased production capacity.

CHINA MOBILE

CHINA TELECOM

NAURA

AMEC

China Mobile

UBS Group AG

ACMSH

JCET

CCTech

Accotest

CN Mobile HK SDR 5to1

CHINA MOBILE-R

UBS: CN Said to Launch RMB2T AI Infra Plan; SMIC, HUA HONG GRACE to Benefit

159779

Affected by the favorable impact of Apple's WWDC 2026 release of iOS 27 and the epic AI reconstruction of Siri, the consumer electronics sector opened significantly higher on June 9. The consumer electronics ETF China Merchants (159779) rose by 2.5%, with component stocks such as Montage Technology and GIGADEVICE increasing by over 4%. Analysts believe that the deep integration of AI large models into operating systems is driving mobile phones to evolve into "AI intelligent entities," marking the official entry of the consumer electronics industry into the AI terminal innovation cycle

同壁财经

China Merchants CSI Consumer Electronic Theme ETF

Sunlord

NSIG

Sytech

Apple

Siri's epic AI reconstruction ignites the industrial chain! The China Merchants CSI Consumer Electronic Theme ETF (159779) opened up 2.5%! Montage Technology and GIGADEVICE rose over 4%

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COSCO SHIP HOLD(01919) rose 6.68%, with a trading turnover 668.9 Million HKD, and a year-to-date rose 13.4%. ZTE(00763) rose 4.51%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 9.3%. MINIMAX-W(00100) fell 16.65%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 235.2%. VGT(02476) fell 11.18%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 75.6%.

COSCO SHIP HOLD

HAIER SMARTHOME

HENGRUI PHARMA

KNOWLEDGE ATLAS

KB LAMINATES

Top 5 HK Stock Gainers/Losers (>100B) (6.5)

06869

00501

02269

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09868

02097

YOFC(06869) rose 10.65%, with a trading turnover 7.7 Billion HKD, and a year-to-date rose 398.3%. KB LAMINATES(01888) rose 9.55%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 311.3%. HENGRUI PHARMA(01276) fell 7.05%, with a trading turnover 696.8 Million HKD, and a year-to-date fell 23%. WUXI BIO(02269) fell 7%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 3.9%.

- The Hang Seng Index decreased by 1.56%, with a year-to-date change of 0%.  
- The Hang Seng Technology Index dropped by 2.74%, accumulating an 8.3% decline this year.  
- Notable movements included Longi Green Energy rising 10.65% and gaining 398.3% year-to-date, while Hengrui Medicine fell 7.05%, with a year-to-date decline of 23%.

YOFC

OMNIVISION

WUXI BIO

XPENG-W

MIXUE GROUP

Top 5 HK Stock Gainers/Losers (>100B) (6.3)

Hong Kong storage concept stocks have shown significant gains. According to Jin10, Lam Kwai Technologysaw an increase of over 9%, while Zhaoyi Innovationrose by 5.34%.

CoinLive

STOCKS | Hong Kong Storage Concept Stocks Strengthen

00992

Citi reports NVIDIA's Vera Rubin has entered full commercial production, boosting supply chain shipments in H2 2026. This shift to a full-stack AI infrastructure company benefits ecosystem partners like Lenovo Group through new GPU servers and higher-ASP notebooks. However, the adoption of SOCAMM/LPDDR5X architecture may negatively impact demand for memory interface chips from vendors like Montage Tech.

LENOVO GROUP

Lenovo Group

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

NVIDIA

Citi: NVIDIAs Vera Rubin Enters Full Commercial Production; Vera CPU Expected to Have Positive Impact on LENOVO GROUP

Montage Technology (HK:6809) has proposed a 2026 H Share Incentive Scheme to attract and retain key talent. The plan caps grants at approximately 5% of issued shares, with a 1% sublimit for service providers. Implementation requires shareholder approval at the 2025 AGM and regulatory consent from the Hong Kong Stock Exchange. This initiative aims to align employee interests with shareholders to support sustainable business development.

Tip Ranks

Montage Technology Proposes 2026 H Share Incentive Scheme to Strengthen Long-Term Talent Strategy

Montage Technology (HK:6809) announced that non-executive director Dr. Wang Rui is retiring and will step down upon shareholder election of a successor. The board proposed Intel China chairman Wang Zhicong as a new non-executive director, who will serve without remuneration. This appointment aims to enhance strategic capabilities and governance. The latest analyst rating for the stock is 'Buy' with a HK$510 price target.

Montage Technology Plans Board Change as Veteran Director Retires

CTMONTA@EC2611A(29702.HK)