China Universal SSE STAR Chip ETF

HK Stocks Close Down 0.6% on Wednesday, SMIC Rises Over 9%, Henderson Land Recommended with Target Price $35.5

CSC Financial: AI and Domestic Substitution Drive SMIC Performance, Maintain Buy Rating

Huaxing Securities Resumes Tracking of SMIC A-Shares with Buy Rating

Shanghai Electronic Materials International Supply Chain Center Established on May 20, Co-owned by SMIC and Hua Hong Group

Chinese semiconductor stocks rise on reports of potential strike at Samsung Electronics

CICC Begins Market Making Services for SMIC

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

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

SMIC States Significant Production Demand for Phones and PCs Will Return

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hua Hong Semiconductor Reports Q1 2026 Results: Revenue Up 22%, Announces $6 Billion Expansion for Fab9B

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

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As HK stocks closed on May 20, the broader market trended weaker amid soaring global long-term bond yields and developments among tech giants. The three major indices showed divergent performance, with the Hang Seng Tech Index bucking the trend to edge up 0.34%. On the trading floor, the semiconductor sector exploded collectively under multiple positive catalysts, with SMIC recording over HK$18.8 billion in turnover, while HUA HONG SEMI and GigaDevice both posted double-digit gains. Additionally, Alibaba's release of its self-developed AI chip spurred activity in computing power concepts, whereas gold resource stocks and certain tech majority stake stocks generally pulled back under pressure from the high-interest-rate environment

Market Pulse

HUA HONG SEMI

GIGADEVICE

SMIC

TENCENT

BABA-W

MONTAGE TECH

ZIJIN MINING

ZIJIN GOLD INTL

KUAISHOU-W

BILIBILI-W

SICC

Micron Tech

Intel

JPMorgan Chase

NVIDIA

KB LAMINATES

LENOVO GROUP

SH ELECTRIC

OpenAI

Alphabet

LAOPU GOLD

BYD COMPANY

ZTO EXPRESS-W

TOPNC

HAICHANG HLDG

51WORLD

TRACKER FUND

HSCEI ETF

CSOP HS TECH

XL2CSOPHYNIX

XIAOMI-W

SMIC HK SDR 5to1

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Hua Hong

Montage Technology

Zijin Mining

KUAISHOU-WR

Bilibili

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

NVIDIA Corporation

LENOVO GROUP-R

Lenovo Group

Shanghai Electric

Alphabet - C

Laopu Gld HK SDR 50to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

ZTO Express

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

HK Stocks Close | Major Indices Diverge, Semiconductor Sector Surges, GigaDevice Jumps Nearly 17%

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On May 20th, the China Merchants CSI HK Connect Information Technology Composite ETF (526050) rose over 3% during the trading session, with constituent stocks SMIC and Hua Hong Semiconductor surging 11.53% and 14.24%, respectively. This increase was mainly catalyzed by the large-scale expansion cycle in storage, leading to a collective explosion in the semiconductor sector, with the ETF focusing on hard technology and highlighting its allocation value

同壁财经

China Merchants CSI HK Connect Information Technology Composite ETF

Hang Seng TECH Index

SENSETIME-W

SENSETIME-WR

Punching the Hang Seng Tech and kicking the Chinese concept internet! The Hong Kong Stock Connect Information Technology (526050) rose over 3% during the session

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Hwabao WP SSE STAR Chip ETF (589190) rose 1.5% in the morning session, with the latest price at 1.319 yuan and a turnover rate of 1.55%. SMIC rose over 4%, while stocks like Chipone and Cambricon performed well. The latest scale of the ETF reached 1.346 billion yuan, attracting 26.9095 million yuan in the past week, reflecting the overall performance of the STAR Market chip industry

Hwabao WP SSE STAR Chip ETF

STAR Chip Index

Piotech

Cambricon

VeriSilicon

AMEC

Biwin

Hygon Information Technology

YUANJIE SEMICONDUCTOR

HWATSING

Reaching new highs again! Hwabao WP SSE STAR Chip ETF (589190) continued to rise by 1.5% in the morning session, and SMIC rose by over 4%

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Changxin Technology plans to raise 29.5 billion yuan through an IPO for capacity expansion and technological upgrades, expecting a net profit of 33 billion yuan by 2026. The China Universal SSE STAR Chip ETF (588750) rose over 4%, with an increase of 128.96% in the past year. The market demand for domestic semiconductor equipment has surged, with NSIG hitting the daily limit, and AI computing power driving the demand for optical modules, with the penetration rate of silicon photonics technology expected to exceed 50%

NSIG

GTJA Allianz SSE STAR Chip Design Thematic ETF

Centec Communications

Skyverse

Maxio

Changxin plans to raise 29.5 billion yuan for capacity expansion and upgrades, igniting demand for domestic semiconductor equipment. The China Universal SSE STAR Chip ETF (588750) surged over 4% on increased volume, while the penetration rate of silicon photonics improved, and NSIG hit the daily limit of a 20cm increase

SOXL

U.S. export controls on semiconductors act as a self-imposed tax, cutting chipmakers off from China and encouraging Beijing's domestic chip manufacturing.

Direxion Semicon Bull 3X

Stephen Moore: Government control of chip sales has a shocking downside

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The STAR Chip ETF Penghua rose by 1.82%, with the entire industry expected to see substantial price increases in April-May 2026. The supply-demand pattern has fundamentally changed, with tungsten production affected by export controls, leading to a surge in prices of some traditional storage chips by over 300%. Institutions believe that the core driving force behind the price increase of semiconductor target materials has shifted to supply-demand mismatch. The SSE STAR Chip Index rose by 1.92%, with strong performance from constituent stocks, and the top ten weighted stocks accounting for 60.99%

腾讯新闻 - 财经

Harvest SSE STAR Chip ETF

Penghua SSE STAR Chip ETF

Guotai SSE STAR Chip ETF

The STAR Chip Index ETF Penghua rose over 1.8%, and the entire industry will substantially implement price increases in April-May

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On April 2nd, the A-share market experienced a volatile pullback, with the technology sector under pressure. The China Universal SSE STAR Chip ETF (588750) fell over 2.8%, but attracted over 93 million yuan in capital for two consecutive days. Several constituent stocks, including Cambricon and AMEC, saw a pullback. AMEC's 2025 annual report shows that its operating revenue reached a historical high. South Korea's export value in March increased by 48.3% year-on-year, with semiconductor exports soaring by 151.4% year-on-year. Huatai Securities predicts that global semiconductor sales will grow by 23% in 2026, with memory being the main increment

The technology sector is under pressure, with Cambricon falling over 4%! The China Universal SSE STAR Chip ETF (588750) dropped over 2.8%, attracting more than 93 million yuan in two consecutive days! The volume and price of storage chips have risen, driving the trillion-dollar semiconductor market