Is the recent pullback in chip stocks merely temporary? JPMorgan: Q2 earnings season will sound the starting gun for the next rally!

① JPMorgan believes the recent decline in semiconductor stocks does not mark the beginning of a long-term downturn, but rather a consolidation phase ahead of the next upward move; ② The bank notes that semiconductor stock prices have increasingly diverged from fundamentals, and technical indicators also show an 'oversold' condition, recommending accumulation over the summer; ③ It forecasts that AI-driven DRAM supply-demand tightness will persist through 2028, with the Q2 earnings season serving as the catalyst for the next rally.

cls.cnJul 20 18:34

As the Philadelphia Semiconductor Index enters bear market territory, the 'Kimi Moment' floods Wall Street!

① This Friday (July 17), the Philadelphia Semiconductor Index—a key benchmark closely watched by the global technology sector—officially entered a technical bear market; ② Prior to this, a frenzied bull run driven by memory chips had propelled the index to double in just three months, but those extraordinary gains have now been significantly unwound…

cls.cnJul 18 09:48

Bad Week for the 'Ants' as Ripple Effects of Korean Crash Spread Out Across Asia

MarketWatchJul 17 21:55

ETF Market Movement | Fubon Taiwan Semiconductor (03076) Drops Nearly 7% as AI Rally Cools and Taiwan Semiconductor Plunges Post-Earnings

Fubon Taiwan Semiconductor (03076) fell nearly 7%. As of this report, it was down 6.85% at HK$16.73, with a trading volume of HK$7.0338 million.

Zhitong FinanceJul 17 14:53

Mid-Year Review | Top 10 Best-Performing Hong Kong-Listed ETFs Revealed: Semiconductor-Themed ETFs Dominate the Rankings, with CSOP’s 2x Leveraged SK Hynix ETF Surging Nearly 9-Fold to Become the Top Performer

As we are already midway through 2026, the three major U.S. equity indices continue to reach new all-time highs, caught between geopolitical volatility and the surge in capital expenditure driven by the AI industry. Market allocation logic has notably shifted, gradually moving away from the previously leading seven mega-cap U.S. tech stocks toward the entire semiconductor value chain, which demonstrates stronger earnings realization. The Hong Kong market likewise exhibits pronounced divergence, with hard-tech sectors standing out prominently: internet and consumer stocks continue to weaken, while optical communications and memory chip segments have forged independent, robust rallies. ETFs heavily weighted toward semiconductors and computing hardware infrastructure have delivered outstanding returns, significantly outperforming the broader market.

Futu NewsJun 29 16:09

HK ETF Express | CSOP SK Hynix Daily (2x) Leveraged Product Was the Top Gainer, Rising 16.55%

176 HK ETFs rose and 155 fell today. The top gainer was $CSOP SK Hynix Daily (2x) Leveraged Product(07709.HK)$ while the top loser was $CSOP SK Hynix Daily (2x) Leveraged Product(07709.HK)$.

Futu NewsJun 22 16:15