UB#SMIC RC2610G

China Galaxy Securities releases a research report, maintaining a "Recommended" rating for SMIC

SMIC Founder Warns China Faces a 300,000 Semiconductor Talent Gap

Accounting firm confirms financial data related to SMIC's acquisition of subsidiary SMIC Beijing

SMIC issues a revised statement on the issuance of shares for asset purchase and connected transaction

SMIC Releases 2025 Annual Report, Achieving Dual Growth in Revenue and Net Profit

SMIC received 365 million yuan in financing purchases on April 7

US Congress Introduces MATCH Act to Comprehensively Restrict Semiconductor Equipment Exports to SMIC and Other Companies

Report Releases Top 5 Brands of Integrated Collaborative Robots for Semiconductor Use in April 2026

Samsung announces a 30% price hike for memory, boosting sentiment in the semiconductor sector

China's Semiconductor Sector Surges on Strong Exports and Technical Breakthroughs

2026 China (Shenzhen) Integrated Circuit Summit announced to be held on June 26

Chinese Semiconductor Firms Post Record Sales in 2025, Report Says

SMIC founder Zhang Rujing gives a speech encouraging young people to enter the semiconductor industry

U.S. Proposes New Act to Potentially Expand Export Controls on Chip Equipment to China

SMIC (688981): Actively Adjusting Mature Process Platforms and Maintaining Leadership in High-End Nodes

Brokerage reiterates "Strongly Recommended" rating for SMIC, optimistic about its leading position amid localization trend

SMIC Anticipates Improvement in Consumer Storage Chip Supply in Q3 2026

Analysis indicates a strategic shift for wafer fabs, with SMIC focusing on advanced packaging to integrate the industry chain

Semiconductor Industry Annual Reports Conclude, Wafer and Equipment Sectors Show Strong Performance

SMIC announced its capital expenditure for 2025 was $8.1 billion

HANG YICK HLDGS

LINK HOLDINGS

EDA GROUP HLDGS

HING LEE (HK)

GLOBALSTRAT

CH FRONTIER TEC

HAO BAI INTL

TSE SUI LUEN

KIN SHING HLDGS

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As of the market close, the three major indices of the Hong Kong stock market all fell back, failing to continue yesterday's rebound momentum. The Hang Seng Tech Index dropped more than 2%, giving back some of yesterday's gains, with the overall market showing a narrow fluctuation pattern of high-level retreat. On the market, small-cap technology and thematic stocks performed exceptionally actively, as funds deeply participated in structural opportunities amid the weakness of heavyweight blue chips. Stocks such as Hengyi Holdings, EDA Group Holdings, and XunCe surged against the market trend, reflecting that the market's short-term preference has shifted towards high elasticity and high volatility growth sectors

- On April 9, Hong Kong stocks experienced a decline across all three major indices, reflecting weak market sentiment, with the Hang Seng Index closing at 25,752.40, down 0.54%.  
- Notable movements included a sharp increase in small-cap tech stocks, particularly Hengyi Holdings, which surged 136.84%, driven by speculative trading and sector interest.  
- The market remains influenced by external economic data and investor sentiment regarding economic recovery, suggesting both opportunities and volatility risks ahead.

LB Select

XUNCE

GALAXIS TECH

TENCENT

BABA-W

YOFC

XIAOMI-W

SINOTRUK

POP MART

CNOOC

BYD COMPANY

MEITUAN

SMIC

Hong Kong stock market closing | The Hang Seng Index closed down 0.54%, the Hang Seng Tech Index retreated over 2%, small-cap thematic stocks surged across the board, and Hengyi Holdings soared 136%

688981

BABA

XIACY

KBAB

BABO

BABX

The Hong Kong Stock Connect saw a net outflow of HKD 8.876 billion from the Tracker Fund, with Alibaba, POP MART, and SMIC experiencing net inflows of HKD 1.999 billion, HKD 297 million, and HKD 21.17 million, respectively. Xiaomi Corporation and Changfei had net outflows of HKD 2.421 billion and HKD 1.783 billion, respectively. In the Hong Kong Stock Connect (Shanghai), Alibaba had a net inflow of HKD 831 million, while the Tracker Fund had a net outflow of HKD 7.046 billion; in the Hong Kong Stock Connect (Shenzhen), Alibaba had a net inflow of HKD 1.168 billion, and the Tracker Fund had a net outflow of HKD 1.83 billion. The total net outflow for the day from southbound trading was HKD 0, with a total transaction amount of HKD 154.482 billion, accounting for 41.48% of the total market transaction amount

AASTOCKS

Alibaba

Xiaomi Corporation

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

The Hong Kong Stock Connect's Tracker Fund of Hong Kong had a net outflow of HKD 8.876 billion

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As of current, the three major indices have significantly rallied from early morning pressure, with the Hang Seng TECH Index rising over 5% to lead the market. In terms of sectors, technology hardware and communication equipment stocks performed extremely strongly, showing excellent offensive capabilities amid the overall market recovery. Leading companies like ILUVATAR COREX and YOFC continued to surge, activating the vibrancy of the AI chip and optical communication industry chains

- The Hong Kong stock market has shown a strong recovery, with major indices rebounding significantly; the Hang Seng Index rose 3.16% to 25,910.99 points.  
- The technology hardware sector led the gains, particularly companies like Tensu Zhixin and Changfei Fiber Optic, which saw substantial increases in stock prices.  
- Investors are focusing on macroeconomic indicators and policy shifts, with positive sentiment toward domestic AI and telecommunications industries driving market activity.

ILUVATAR COREX

TIME INTERCON

FIT HON TENG

NANFANG COMM

Hang Seng TECH Index

Hang Seng Index

Hong Kong Stocks Intraday | Hang Seng Index Rises 3.16%, Tech Hardware Leads Gains All Day, Hang Seng TECH Index Surges 5.05%

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As of the close, the three major Hong Kong stock indices collectively rebounded, and market sentiment recovered significantly. The HSI returned to the 25,000-point mark, with the technology index outperforming the broader market, sweeping away the previous adjustment phase. In the market, the technology hardware and communication equipment sectors were extremely active throughout the day, becoming the absolute main attractors of capital. Leaders ILUVATAR COREX and YOFC surged on heavy volume, successfully driving resonance across the domestic AI chip and optical communication industry chains, reflecting a strong investor preference for high-prosperity sectors

- As of market close, Hong Kong's three major indices rebounded, with the Hang Seng Index rising 2.81% to 25,821.88 points.  
- The technology hardware and communication equipment sectors saw significant gains, with notable individual stocks like Tensu ZhiXin up by 29.48%.  
- Investors are increasingly focused on macroeconomic indicators, affecting market structure and trading activity as they seek opportunities in sectors with high growth potential.

KUAISHOU-W

HSBC HOLDINGS

Hong Kong Stocks Midday Review | HSI Surges 2.81% to Steady Above 25,000 Mark; Tech Hardware Strong Throughout the Day, ILUVATAR COREX Soars 29.48%

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The Hang Seng Index opened up 2.61%, and the Hang Seng Tech Index rose 2.95%. HUA HONG SEMI increased by over 8%, SMIC rose by over 7%, and Bilibili and JD Health both rose by over 5%. The market carries risks, and investment should be approached with caution. This article does not constitute personal investment advice, and users should assess investment risks independently

华尔街见闻资讯

China Southern Hang Seng TECH ETF(QDII)

Hang Seng TECH ETF I

iShares Semiconductor ETF

GX HS TECH

E Fund Hang Seng Technology ETF(QDII)

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

XI2CSOPHSTECH

Hwabao WP CSI HK Connect Information Technology Composite ETF

VanEck Semiconductor ETF

HUA HONG SEMI

Dacheng Hang Seng Technology ETF(QDII)

SPDR S&P Semicon

ICBCCS CNI HK Connect Technology ETF

First Trust Nasdaq Food & Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

HSTECH ETF

Guotai CSI All Share Integrated Circuit ETF

Bilibili

BILIBILI-W

The Hang Seng Index opened up 2.61%, and the Hang Seng Tech Index rose 2.95%

NVDL

159995

SOXL

512760

U.S. export restrictions on Nvidia are accelerating growth in China's semiconductor industry, with local firms like Huawei stepping in to meet AI demand. Chinese chipmakers are reporting record revenues, driven by a shift towards domestic alternatives amid global supply shortages. Despite a technology gap, companies like SMIC and CXMT are capitalizing on rising demand for older memory technologies. The competition for semiconductor talent is intensifying, with China aggressively recruiting skilled workers, while Taiwan faces challenges from poaching and higher wages. The ongoing tech race highlights the strategic importance of human capital in the chip industry.

- Chinese semiconductor companies are experiencing rapid growth driven by AI demand and U.S. export restrictions on Nvidia chips, prompting a shift towards local alternatives.  
- Companies like Huawei and ChangXin Memory Technologies are capitalizing on these trends, despite facing challenges in producing cutting-edge technology due to limited access to advanced manufacturing equipment.  
- The competition extends to talent acquisition, as both China and Taiwan engage in a "tech war" for skilled workers crucial to their semiconductor and AI advancements.

benzinga_article

GraniteShares 2x Long NVDA Daily ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Harvest CSI All Share Integrated Circuit ETF

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

China Merchants CSI Semiconductor Industry ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Direxion Daily NVDA Bull 2X Shares

NVIDIA

Guotai CES Semiconductor Chip Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Harvest SSE STAR Chip ETF

How US Export Curbs Are Fueling China's Chip Boom

ASML

ASMH

ASMG

Reuters

ASML Holding NV ADRhedged

Leverage Shares 2X Long ASML Daily ETF

US targets Chinese chipmaking with proposed export restrictions on ASML and others

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Chinese semiconductor firms have achieved record revenues, driven by strong domestic AI demand and U.S. export restrictions. Companies like SMIC and Hua Hong reported significant revenue increases, with expectations for continued growth. The U.S. curbs have accelerated China's push for tech self-sufficiency, leading to increased demand for domestic alternatives. However, Chinese firms still lag in technological capabilities compared to global leaders like TSMC. Despite challenges, the sector is capitalizing on high demand for memory chips and AI infrastructure, indicating a robust growth trajectory for the industry.

- Chinese semiconductor firms achieved record revenues in 2025, driven by AI demand, memory chip shortages, and U.S. export restrictions.  
- Analysts predict continued growth, with major players like Semiconductor Manufacturing International Co. (SMIC) and ChangXin Memory Technologies (CXMT) reporting significant increases in revenue.  
- Despite this success, Chinese companies face challenges in technological capability and access to advanced manufacturing tools, impacting their ability to compete with leading global firms.

CNBC

Hua Hong

Taiwan Semiconductor

GraniteShares 2x Long TSM Daily ETF

GX CN SEMICON

Rayliant-ChinaAMC Trnsfrmtv Chn Tech ETF

GX CN SEMICON-U

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs

Hong Kong's three major indices closed lower today, with the Hang Seng Index and the Hang Seng Tech Index undergoing significant corrections, reflecting safe-haven sentiment and short-term volatility under market pressure. Certain auto and resource stocks performed strongly, with Shandong Molong and Geely Automobile attracting concentrated capital, indicating a structural divergence in market focus. As fluctuations in external trade and the macroeconomic environment persist, investors should monitor policy guidance, exchange rates, and international capital flows. This article summarizes the performance of major sectors, market focus stocks, and active trading directions

- On April 2, Hong Kong's stock indices experienced significant declines, with the Hang Seng Index closing at 25,116.53 points, down 0.70%.  
- The market sentiment was pressured by fluctuating import-export rates, leading to uncertainty in corporate profit expectations.  
- Mixed sector performances were noted, with notable gains in select stocks like Geely Automobile, which rose 8.37%, while major tech stocks like Alibaba and Xiaomi faced declines.

GEELY AUTO

SHANDONG MOLONG

LAP KEI ENGRG

ZHIDA TECH

HK.AI CAPITAL

Hong Kong Market Close | Three major indices fall across the board, tech sector leads declines, while auto and resource stocks remain active against the trend

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On April 2, the three major Hong Kong stock indices were under overall pressure during intraday trading, with the Hang Seng Tech Index falling by over 2%. Profit-taking pressure was released, and market sentiment remained weak. The internet sector collectively declined, with Alibaba and Xiaomi both dropping more than 4%. Shandong Molong delivered a standout performance, surging 19.90% against the trend during the session, with turnover exceeding HK$3.1 billion. On the macro front, focus remains on import/export fluctuations and PMI data, as the foundation for economic recovery still needs consolidation

- As of April 2, Hong Kong's major stock indices faced pressure, with the Hang Seng Index dropping 1.30% to 24,965.78 points.  
- The electronics sector struggled due to weak downstream demand, influencing major companies like TCL Electronics and Skyworth, while the internet content sector declined amid tighter regulations and overall market adjustments.  
- Investors are closely monitoring external trade data amid ongoing economic recovery concerns, with specific stocks like Shandong Molong and Geely Automobile showing significant gains.

Market Heartbeat

Tencent

E Fund CSI HK Connect Internet ETF

Yinhua MSCI China A ETF

iShares MSCI China

Hwabao CSI HK Equities Internet ETF

Krne Csi China Internet

Invesco Golden Dragon China

iShares China Large Cap

Global X E-commerce ETF

Direxion FTSE China Bull 3X

Tencent Holdings Limited

TCL ELECTRONICS

SKYWORTH GROUP

SUNNY OPTICAL

KNOWLEDGE ATLAS

HK Stocks Intraday | Tech Stocks Under Pressure as Alibaba Falls 4.07%; Shandong Molong Surges 19.90% Against the Trend

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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

NJTC

SSE Index

WP CSI Banks ETF

Shenzhen Index

ICBC

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

UB#SMIC RC2610G(56134.HK)

UB#SMIC RC2610G Stock Performance Chart

Hong Kong stock market closing | The Hang Seng Index closed down 0.54%, the Hang Seng Tech Index retreated over 2%, small-cap thematic stocks surged across the board, and Hengyi Holdings soared 136%

The Hong Kong Stock Connect's Tracker Fund of Hong Kong had a net outflow of HKD 8.876 billion

Hong Kong Stocks Intraday | Hang Seng Index Rises 3.16%, Tech Hardware Leads Gains All Day, Hang Seng TECH Index Surges 5.05%

Hong Kong Stocks Midday Review | HSI Surges 2.81% to Steady Above 25,000 Mark; Tech Hardware Strong Throughout the Day, ILUVATAR COREX Soars 29.48%

The Hang Seng Index opened up 2.61%, and the Hang Seng Tech Index rose 2.95%