BIMONTA@EC2611A

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

Lanxi Technology Experiences Significant Growth in 2025

MONTAGE TECH released FY2025 annual earnings on February 27 (BJT), actual revenue HKD 5.964 B (forecast HKD 6.251 B), actual EPS HKD 2.1531

Montage Tech released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue HKD 1.555 B (forecast HKD 1.738 B), actual EPS HKD 0.5891

HINSANG GROUP

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BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

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MONTAGE TECH fell 11.73%; SMIC fell 0.07%, with a transaction volume of HKD 9.679 billion; Hua Hong Semiconductor fell 8.35%, with a transaction volume of HKD 5.408 billion; Innovent Biologics fell 10.96%, with a transaction volume of HKD 1.499 billion; GigaDevice fell 3.34%, with a market value of HKD 355.1 billion

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MONTAGE TECH

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GIGADEVICE

Hong Kong stock movement: MONTAGE TECH fell 11.73%, with share price fluctuations caused by a divergence between reduction in holdings and market expectations

Goldman Sachs analyst Allen Chang has reaffirmed a Buy rating for Montage Technology Co., Ltd. Class H (6809) with a price target of HK$510.00. Chang, a 4-star analyst with a 14.7% average return, also covers other technology stocks. Previously, Bernstein also maintained a Buy rating for the stock with a price target of HK$320.00.

Tip Ranks

Goldman Sachs

Montage Technology

YOFC

Pony AI

AllianceBernstein

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Goldman Sachs Sticks to Their Buy Rating for Montage Technology Co., Ltd. Class H (6809)

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KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. MONTAGE TECH(06809) rose 21.31%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 368.7%. GEELY AUTO(00175) fell 5.23%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 19.4%. GANFENGLITHIUM(01772) fell 3.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 54%.

- The Hang Seng Index rose by 0.15%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index increased by 0.46%, but has seen a year-to-date decline of 7.7%.  
- Notable stock performances include Zhicheng (02513) up 36.9%, with a total increase of 889.7% for the year, while Geely Auto (00175) fell by 5.23%, reflecting a year-to-date increase of 19.4%.

Top Gainers&Losers

KNOWLEDGE ATLAS

MINIMAX-W

HUAQIN

GEELY AUTO

GANFENGLITHIUM

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Top 5 HK Stock Gainers/Losers (>100B) (5.13)

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KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. HANS CNC(03200) rose 30.91%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 94.5%. XUNCE(03317) rose 23.88%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 460.8%.

HANS CNC

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ASIA TELE-NET

BWI INT'L

TIMES ELECTRIC

ZHIDA TECH

Top 10 HK Stock Gainers (5.13)

MONTAGE TECH rose 15.11%; Semiconductor Manufacturing International Corporation fell 2.87%, with a transaction volume of HKD 5.705 billion; Hua Hong Semiconductor fell 0.15%, with a transaction volume of HKD 3.364 billion; Innovent Biologics rose 18.62%, with a transaction volume of HKD 2.879 billion; GigaDevice Semiconductor rose 4.36%, with a market value of HKD 369.5 billion

Hong Kong stock movement: MONTAGE TECH rises 15.11%, driven by the dual forces of the AI boom and storage demand, causing the stock price to soar

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Shares of Montage Technology, a Chinese AI chip maker, surged in Shanghai and Hong Kong as global AI infrastructure builds momentum. The stock has quadrupled since its IPO, with a recent 17% increase to 440 HKD. Montage specializes in memory interface chips crucial for AI computing, benefiting from rising demand. Citi analysts highlight Montage as a strong AI investment, noting a 61% profit increase in Q1 due to higher shipments of DDR5 RCD chips. The overall semiconductor market is buoyed by robust earnings from U.S. chip makers, pushing global stocks higher.

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NASDAQ Composite Index

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Chip Maker Montage's Shares Surge as AI Infrastructure Buildout Continues

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On May 11th, during intraday trading, the Hong Kong stock market overall showed a pattern of narrow fluctuations and significant sector differentiation, with the Hang Seng Technology Index slightly up by 0.10%. Boosted by high expectations for the Korean memory chip market, the semiconductor industry chain surged across the board, with Tianyue Advanced rising over 22%; the production schedule for Tesla's humanoid robot catalyzed related concepts, leading to a 127% surge on the first day of listing for LeDong Robotics. On the other hand, due to cautious sentiment ahead of the U.S. inflation data disclosure and delayed interest rate cut expectations, major internet technology stocks generally retreated, with Alibaba and Baidu leading the declines. In addition, domestic property stocks and the optical communication sector performed actively during the day

Market Pulse

Direxion FTSE China Bull 3X

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Hong Kong stocks intraday | The three major indices fluctuate narrowly, semiconductor and robotics concepts explode, technology heavyweight stocks collectively adjust

MONTAGE TECH rose by 17.68%; SMIC rose by 4.77%, with a transaction volume reaching HKD 6.012 billion; Hua Hong Semiconductor rose by 4.13%, with a transaction volume reaching HKD 3.801 billion; GigaDevice rose by 10.61%, with a transaction volume reaching HKD 1.355 billion; Biren Technology rose by 0.71%, with a market value of HKD 139 billion

BIREN TECH

Hong Kong Stock Movement: MONTAGE TECH's stock price soared 17.68%, driven by the dual forces of the AI boom and high valuations

MONTAGE TECH rose 15.50%; SMIC rose 3.95%, with a transaction volume of HKD 2.653 billion; Hua Hong Semiconductor rose 5.73%, with a transaction volume of HKD 2.315 billion; GigaDevice rose 10.00%, with a transaction volume of HKD 737 million; Days Intelligent Chip fell 0.54%, with a market value of HKD 140.1 billion

Hong Kong stock movement: MONTAGE TECH's stock price soared by 15.50%, boosted by the AI craze and a dual upgrade from Citibank!

Montage Technology Co., Ltd. Class H (6809): New Buy Recommendation for This Technology Giant

businessinsider

Montage Technology Co., Ltd. Class H (6809): New Buy Recommendation for This Technology Giant

$Rambus(RMBS.US) | 𝐑𝐚𝐦𝐛𝐮𝐬: Evercore ISI raises 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟐Analyst sees AI-driven memory and CPU tailwinds accelerating revenue growth, with higher chip content and demand recovery driving upside into 2026+.

Rambus

$Rambus(RMBS.US) | Rambus Inc., Q1-2026 Earning ReportSource: Hardik Shah

Watching $MNSO(09896.HK), $CHERY AUTO(09973.HK), $MONTAGE TECH(06809.HK), and $LI AUTO-W(02015.HK) all lie flat together today, it's really hard to hold back my emotions. The drop is truly generous. I thought the semiconductor and auto sectors could hold up, but they ended up getting a harsh lesson. It feels like the capital isn't giving any face at all, and external factors aren't helping either. Looking at the tech growth line just makes me feel more and more uneasy. Now I just want to say: keep some base positions and watch the show with a Zen attitude. If you panic and reduce your position, your heart will turn cold. Does Hong Kong stocks really only have prayers left?

LI AUTO-W

Li Auto

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CHERY AUTO

Wow! You have an extraordinary 90% rate!

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The market is very choppy, more options will be good as implied volatility is high!

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This week's market faces a triple test: critical US economic data meets major tech earnings. How are you adjusting your portfolio for the volatility? Comment your top pick for the week and earn Task Coins!

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🔥 IPO Pops, AI Hype, Data Storm: Monday Market Checklist | Feb 9, 2026

SMIC HK SDR 5to1

I think many retail investors are still pulling into silver.

Skeptical about crypto earnings... can either go to the moon or down the drain again 😅

IMO there are better value out there than metals. And I am now leaning towards a higher probability of a general market pullback in the coming months. So personally am raising cash into this strength. Stay safe!

The narrative for the software sector is a lot more nuanced that the headline which triggered the indiscriminate culling across the board. Those who are trying to implement AI into the corporate workflow have a lot to consider than just the hype that AI can enable lay persons to write software. As the dust of the mass nuke settles, new narratives will emerge after the smart money has scooped up the previous gems.

Stay away from metals! The volatility is over 100% which is insane! It makes no sense at all

BIMONTA@EC2611A(29429.HK)

Hong Kong stock movement: MONTAGE TECH fell 11.73%, with share price fluctuations caused by a divergence between reduction in holdings and market expectations

Goldman Sachs Sticks to Their Buy Rating for Montage Technology Co., Ltd. Class H (6809)

Top 5 HK Stock Gainers/Losers (>100B) (5.13)

Top 10 HK Stock Gainers (5.13)

Hong Kong stock movement: MONTAGE TECH rises 15.11%, driven by the dual forces of the AI boom and storage demand, causing the stock price to soar