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Brokerage morning meeting highlights: Looking forward to the semiconductor equipment market in the second half of the year, Bullish on three major investment opportunities.
At today's brokerage morning meeting, HTSC proposed three major investment opportunities in the semiconductor equipment market for the second half of the year; China Securities Co.,Ltd. believes that New Metal Materials are entering a long-term growth trend; Tianfeng suggested focusing on high-elasticity industry opportunities such as storage, edge AI, and CIS.
People's Daily front page interview with Ren Zhengfei: How to view Asia Vets and chips.
Recently, at Huawei's headquarters in Shenzhen, a group of reporters from the People's Daily had a face-to-face discussion with Huawei's CEO Ren Zhengfei about some hot Topics of public concern.
Quick look at the Hong Kong market | All three major Indexes rose, with the Tech Index up by 2.78%; new consumption and Rare Earth Metals concepts were strong, with Bloks Group rising over 22%, and CHINA RAREEARTH increasing by 60%.
Network Technology stocks rose, KUAISHOU-W increased by 5.58%, MEITUAN-W rose by 4.73%; Digital Health stocks climbed, Dingdang Health increased by 14.29%, ZA ONLINE increased by 5.49%; Semiconductor stocks performed well, SOLOMON SYSTECH increased by 8.43%, BeiKe Wei rose by 6.55%.
Hong Kong Stock Midday Review | All three major indices rose, with the Hang Seng Index returning above 24,000 points; new consumption and CNI Biomedicine Index stocks performed strongly, with Bloks Group rising over 18% and WUXI BIO rising over 5%.
Network Technology stocks rose, KUAISHOU-W increased by 5.58%, and MEITUAN-W rose by 5.15%; biotechnology stocks generally rose, GENSCRIPT BIO increased by 14.09%, and Cloud-top New Material rose by 11.33%; Nonferrous Metals stocks weakened, ZHAOJIN MINING fell by 6.02%, and SD GOLD dropped by 5.59%.
The "Chip Selling Shovel Man" EDA blockade upgrades; domestic semiconductor faces both crisis and opportunity | Industry Observation.
① The EDA blockade has been upgraded, and currently the "three giants" occupy the vast majority of the market; ② Many interviewees stated that related preparations had been made in advance, and this round of blockade has a significant impact on advanced processes; ③ Industry insiders indicated that domestic EDA has advantages in analog circuits, radio frequency, memory design, simulation, and verification, while there is still a considerable gap with foreign counterparts in digital design, SoC design, and system-level design.
Market overview: All three major Indices declined, with the Hang Seng Index dropping by 0.48%; semiconductor stocks fell, with Semiconductor Manufacturing International Corporation decreasing by nearly 5%; pharmaceutical stocks rose against the trend, wit
Most Network Technology stocks have declined, KUAISHOU-W rose by 8.44%, XIAOMI-W fell by 2.12%; Gold stocks all rose, CHI SILVER GP increased by 26.03%, TONGGUAN GOLD rose by 5.08%; Pharmaceutical stocks surged, CSPC PHARMA increased by 12.72%, LUYE PHARMA rose by 4.63%.
