CIHUAHO@EC2604A(15560.HK)

Last Updated 08:00:00
longbridge loading
Company Encyclopedia
View More
name
CIHUAHO@EC2604A
15560.HK
News
View More

BUZZ-Berenberg says robust spending on chipmaking tools to continue, China's domestic gap persists

Berenberg predicts a 17% and 16% increase in wafer fabrication equipment spending for 2026 and 2027, driven by advancements in chipmaking processes by Taiwan Semiconductor Manufacturing Co. China’s spending on chipmaking tools will remain stable, but domestic equipment is insufficient for advanced memory chips. ASM International is expected to benefit from early A14 investments, while ASML, Applied Materials, KLA Corp, and Lam Research will gain from major chipmakers' expansions. Infineon Technologies and STMicroelectronics are also poised to benefit from AI and industrial market recovery, respectively.

Reuters·
SH
688347
+2.46%
HK
01347
+0.64%
Reuters·
SH
688347
+2.46%
HK
01347
+0.64%

Goldman Sachs raises the target price of Hua Hong Semiconductor to 134 yuan, reiterating a "Buy" rating

Goldman Sachs raised the target price for Hua Hong Semiconductor to 134 yuan, reiterating a "Buy" rating. The report pointed out that Hua Hong will continue to rise, benefiting from customers' preference for local foundries and the improvement in supply and demand in the Chinese semiconductor industry. It is expected that the profit forecast for 2027 to 2029 will be adjusted upward by 1%, with revenue growth benefiting from the demand for specialty technology chips driven by AI development. Goldman Sachs believes that Hua Hong's gross margin and capacity utilization will optimize, showing strong potential for earnings per share growth

AASTOCKS·
SH
688347
+2.46%
HK
01347
+0.64%
AASTOCKS·
SH
688347
+2.46%
HK
01347
+0.64%

Hong Kong stocks intraday | The semiconductor sector leads the gains, ILUVATAR COREX rises over 15%, Hang Seng Index fluctuates and adjusts

The three major indices of the Hong Kong stock market experienced an overall pullback during the trading session, with the Hang Seng Index, Hang Seng Tech Index, and the National Enterprises Index all retreating from their recent highs, maintaining a narrow range of fluctuations. Structurally, the semiconductor sector performed the best, with ILUVATAR COREX surging and HUA HONG SEMI also strengthening. The performance of internet giants showed divergence, with Tencent Holdings declining during the session while Baidu rose against the trend. Retailers showed relatively strong performance, with funds favoring the main lines of semiconductor innovation and consumer rebound, leading to significant short-term sector rotation. Trading activity was concentrated on heavyweight stocks such as Tencent Holdings, Alibaba, and SMIC, with investors focusing on structural opportunities driven by import and export as well as domestic demand recovery

Market Heartbeat·
HK
01347
+0.64%
HK
09988
-1.78%
HK
09888
-3.18%
Market Heartbeat·
HK
01347
+0.64%
HK
09988
-1.78%
HK
09888
-3.18%

Hong Kong Stock Midday Review | ILUVATAR COREX rises 14.19% leading the semiconductor sector, Baidu surges 4.16%, SHIFANG HLDG skyrockets 49.06%

The three major indices of the Hong Kong stock market performed steadily at noon, with the Hang Seng Index slightly down by 0.1%, the Hang Seng Tech Index dropping by 0.4%, and the National Enterprises Index falling by 0.34%. There was a clear sector divergence, with semiconductor stocks performing actively; TianShuZhiXin surged by 14.19%, Baidu rose by 4.16%, while Tencent Holdings fell by 0.83%. ShiFang Holdings soared by 49.06% during the session, and stocks like Drinda and MINTH GROUP attracted high capital attention. Investors need to closely monitor the upcoming macroeconomic data, as the short-term market structure features are prominent, with capital focusing on growth sectors such as technology and semiconductors

Market Heartbeat·
HK
09888
-3.18%
HK
09988
-1.78%
HK
00981
-3.27%
Market Heartbeat·
HK
09888
-3.18%
HK
09988
-1.78%
HK
00981
-3.27%

"Hong Kong Stocks" The Hang Seng Index opened 165 points higher, Baidu and AIA performed well, and chip stocks rose

The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising 165 points to 26,750 points, and the National Index and Hang Seng Tech Index increasing by 50 points and 48 points respectively. Chip stocks performed strongly, with ASMPT opening up 4.9%, and SMIC and HUA HONG SEMI opening up 1.6% and 2.1% respectively. Baidu opened up 3.8%, with JP Morgan raising its target price to HKD 195. Other tech stocks such as Tencent, Kuaishou, and Alibaba also saw gains, while automotive stocks BYD and Xiaomi opened higher. Financial stocks HSBC and Hong Kong Exchanges and Clearing rose slightly, gold prices fell, and some gold stocks opened lower

AASTOCKS·
HK
01347
+0.64%
HK
00981
-3.27%
SH
688981
-2.39%
AASTOCKS·
HK
01347
+0.64%
HK
00981
-3.27%
SH
688981
-2.39%
Posts
View More
© 2026 Longbridge｜Disclaimer