On September 24th, the A-shares opened lower in the morning and then fluctuated upward, with the three major indices briefly turning positive before diverging. The ChiNext index fell by 0.5%, while the semiconductor sector surged, with Tongfu Microelectronics and Lian Microelectronics hitting the daily limit. Storage chip concept stocks were active, while AI hardware stocks collectively adjusted. The Hong Kong stock market fluctuated higher in the morning, with both the Hang Seng Index and the Hang Seng Tech Index rising, and tech stocks rebounding. In the bond market, government bond futures declined. In terms of commodities, most domestic commodity futures rose, with the shipping index soaring over 5%. Core market performance:
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A-shares: As of the time of writing, the Shanghai Composite Index rose by 0.23%, the Shenzhen Component Index fell by 0.16%, and the ChiNext Index fell by 0.41%.
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Hong Kong stocks: As of the time of writing, the Hang Seng Index rose by 0.31%, and the Hang Seng Tech Index rose by 0.30%.
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Bond market: Government bond futures fell across the board. As of the time of writing, the 30-year main contract fell by 0.26%, the 10-year main contract fell by 0.02%, the 5-year main contract fell by 0.01%, and the 2-year main contract remained flat.
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Commodities: Most domestic commodity futures rose. As of the time of writing, the shipping index rose over 5%, fuel oil rose by 4%, glass and coking coal rose over 1%, while asphalt, coke, polysilicon, gold, rubber, and others also increased. Hot-rolled coils, iron ore, and rebar fell, with caustic soda and soybean meal dropping nearly 1%.
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09:47
Semiconductor equipment stocks were repeatedly active, with Changchuan Technology and Shengmei Shanghai rising over 10%, and BAEC and Northern Huachuang rising over 3%, both hitting historical highs. Chipone, Huahai Qingshi, and Naike Equipment also followed suit.
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09:43
AI hardware stocks collectively adjusted, with CPO, copper-clad laminates, and circuit boards all declining. Tianfu Communication fell over 6%, while Zhongji Xuchuang, Guangxun Technology, and Xinyi Sheng had the largest declines.
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09:40
The storage chip sector continues to be active, with Tongfu Microelectronics hitting the daily limit, BAEC rising over 7% to a new high, and Xingfu Electronics, Weidao Nano, Saiteng Co., Ltd., Jiangfeng Electronics, and Juchen Co., Ltd. following suit.
09:28
The A-share CPO and communication equipment sectors opened lower collectively, with Dingxin Communications nearing the daily limit down, Tianfu Communications dropping over 5%, Zhongji Xuchuang and Changfei Fiber Optics opening down over 4%, and Shijia Photonics and Zhaolong Interconnect also opening lower.
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09:26
The Shanghai Composite Index opened down 0.45%, and the ChiNext Index fell 0.79%.
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Overnight, major U.S. tech stocks collectively adjusted, with CPO, PCB, and AI computing concepts all declining, while retail and tourism sectors continued to fall; oil and precious metals were in the green, and the nuclear power sector performed actively. Ganli Pharmaceutical hit the daily limit up after signing a supply agreement worth no less than 3 billion yuan with a Brazilian company.
09:21
The Hang Seng Index opened down 0.33%, at 26,073.69 points; the Hang Seng Tech Index fell 0.54%. Baidu dropped nearly 5%, Tencent Music fell nearly 3%, and Kuaishou, BYD Company, and Horizon Robotics all dropped over 1%.
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The storage chip sector continues to be active, with TFME hitting the daily limit up and BAEC rising over 7% to reach a new high. Semiconductor equipment stocks are repeatedly active, with BAEC and Northern Huachuang both rising over 3%, setting historical highs. AI hardware stocks collectively adjusted, with CPO, copper-clad laminates, and circuit boards all declining. Tianfu Communication fell over 6%, while Zhongji Xuchuang, Guangxun Technology, and NewEase also saw significant declines

- On September 24, A-shares opened lower but fluctuated upward, with the Shanghai Composite Index rising 0.23% and the ChiNext Index falling 0.41%.  
- Hong Kong stocks also saw gains, with the Hang Seng Index up 0.31%, while the bond market experienced declines across the board.  
- In commodities, most domestic futures rose, highlighted by a more than 5% increase in the shipping index, despite some declines in specific sectors like hot-rolled steel and iron ore.

Wallstreetcn

BAEC

SMIC

TFME

The ChiNext fell by 0.5%, chip semiconductors surged, SMIC reached a new high, the Hang Seng Index rose by 0.4%, tech stocks rebounded, government bonds fell, and commodities rose