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How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
[Brokerage Focus] Citic Securities suggests that the future difficulty for mainland Chinese chip companies to obtain advanced processes may increase. In the long term, the scarcity of advanced processes in domestic wafer factories will be strengthened.
Jingu Finance | Citic Securities stated that against the backdrop of the possibility of Trump coming to power exacerbating technology competition, the market's concerns about stricter control over the access of Mainland Chinese companies to Taiwan Semiconductor's advanced process chip foundry services from the USA have intensified. For Mainland Chinese companies, especially AI chip companies, the "available advanced process" in Mainland China and the international advanced process have become two separate supply chain systems, with domestic-related wafer fabs expanding production relying on domestic equipment supply chains, long-term expanding revenue growth space, and expecting profitability improvement. In the current complex and ever-changing international environment, Mainland Chinese chip companies in the future will be able to access advanced chips.
gtja: Numerous convertible bonds in the semiconductor industry chain, short-term performance is expected to bottom out and rebound.
"Trump 2.0" may further expand the scope of the entity list and expand the range of key technology products exported to China, further restricting inflow of US capital into China's semiconductor industry. It is imperative for China to achieve independent and controllable semiconductors.
The three major stock indices in Hong Kong collectively weakened, with auto retail stocks rising against the trend due to bullish news from Huawei.
How do you view the current adjustment in the Hong Kong stock market? Why do stocks related to digital currency concepts continue to strengthen? What is the reason for the rise of Hua Hong Semiconductor?
UBS: Maintains a 'outperform' rating on hua hong semi (01347), with target price raised to 30 Hong Kong dollars.
Hua Hong Semi's fourth-quarter revenue guidance is expected to reach $0.53 billion to $0.54 billion.
[Brokerage Focus] Guosen Securities maintains a 'outperform the market' rating on Hua Hong Semi (01347), bullish on the company's distinctive technology outsourcing and leading process competitiveness.
Jingu Finance News | Guosen Securities issued research reports, indicating that Hua Hong Semi (01347) released unaudited performance: 3Q24 achieved sales revenue of 0.5263 billion US dollars (YoY-7.4%, QoQ+10.0%), slightly above guidance (0.5-0.52 billion US dollars), with a gross margin of 12.2% (YoY-3.9pct, QoQ+1.7pct), slightly above guidance (10%-12%), revenue, gross margin, and capacity utilization rate all achieved sequential growth. As the company enters 2024, the capacity utilization rate is expected to increase quarterly, and based on the company's guidance, the sales revenue for 4Q24 is estimated to be around 5.3-
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