The Hong Kong stock market is strong, with a stock soaring over 123% during intraday trading! What happened?
With the rise in market activity, the Hong Kong stock market has also seen frequent appearances of "monster stocks".
The annual top event of the integrated circuit industry is about to be held, and the recovery of the semiconductor prosperity is expected to continue.
On August 16, 2024, the top annual event in China's integrated circuit industry, the 2024 China (Shenzhen) Integrated Circuit Summit (referred to as the 'ICS2024 Summit'), will be grandly held in Shenzhen. Yongzheng Ma of Shanghai Securities believes that the semiconductors will achieve preliminary repair in 2024H1, and the recovery of the sub-sectors' prosperity is expected to continue in 2024H2.
With AI drive and demand picking up, China's semiconductor industry is expected to maintain high-speed growth.
The 12th (2024) Semiconductor Equipment and Core Components Exhibition will be held from September 25th to 27th at the Wuxi Taihu International Expo Center. Guoyuan Securities' Cheng Zhouhang said that the growth rate of China's semiconductor industry is strong, leading the global market, and the future global market share will continue to rise under the trend of domestic production.
The biggest beneficiary of Microsoft's blue screen has emerged.
"Windows Blue Screen" accelerates changes in the operating system and cybersecurity industry.
Data Analysis: Northbound funds significantly reduced holdings in Citic Securities, and well-known institutional investors sold Shanghai Belling Corp., Ltd. for over 100 million yuan.
CITIC Securities, which rose more than 4%, suffered net sales of 0.479 billion yuan from northbound funds. Semiconductor stock Shanghai Belling Corp., Ltd. was sold by Ningbo Sangtian Road Business Department of Guosen Securities for over 100 million yuan and was also sold by a quantitative position for over 40 million yuan.
Fund Phase II continues to invest in Chongqing enterprises, giving rise to a new power semiconductor "elite".
①Recently, during the second phase of the large fund, Xilinx Microelectronics was newly invested, and a total of four Chongqing companies have participated in the second phase of the large fund. ②Chongqing continues to increase investment in the semiconductor industry, and its power semiconductor production capacity currently ranks among the top three in the country. It is expected to become the largest power semiconductor base in the country by the end of the “14th Five-Year Plan” period.