CE HUADA TECH (00085) News

Asian tech stocks have broadly corrected by 25–30%; is the market pricing in earnings per share (EPS) downgrades or capital expenditure cuts? JPMorgan forecasts the opposite: now is the time to buy Asian tech stocks.

Defying prevailing market skepticism, JPMorgan declared that now is the time to buy Asian technology stocks. The bank noted that Asian tech equities and the Philadelphia Semiconductor Index have cumulatively declined by 25%–30%, yet fundamentals show no sign of deterioration—the AI scaling laws remain intact, capital expenditures by hyperscale cloud providers are projected to surge to $1.49 trillion by 2027, backlog levels have reached record highs, and earnings per share (EPS) forecasts continue to be revised upward. The market’s pessimistic pricing may well represent the optimal buying opportunity.

wallstreetcnAug 5 11:06

Fund led by former OpenAI researcher collapses spectacularly; Citadel takes over $16 billion in equity assets as Wall Street bets on AI bottoming out

Situational Awareness, an AI-focused hedge fund founded by a former OpenAI researcher, has collapsed after achieving over 2,000% returns through highly leveraged bets on AI stocks, and has now fully liquidated its public equity positions. Analysts suggest that the clearance of these 'blood-stained positions' marks the exit of forced sellers, rapidly triggering a wave of relief-driven buying that propelled a sharp rebound in AI stocks. However, strategists caution that it is unreliable to determine a market turning point based solely on a single blow-up event.

wallstreetcnJul 31 11:01

ZHITONG Hong Kong Stock Investment Diary | July 31

Hong Kong Stock Investment Journal | July 31, 2026

Zhitong FinanceJul 31 00:00

Lessons from the Four Rounds of Dot-com Bubble Corrections for Global AI Trading

Overall, technology, as a typical asset class with high win rate but low payoff ratio, does not necessarily suffer from high valuations and crowded positioning as long as the underlying industry trend remains intact; in fact, market pullbacks may enhance the payoff potential. Easing of Federal Reserve tightening pressures—or the resolution of related uncertainties—could also help improve market conditions. However, industry-specific catalysts remain the most critical factor; without them, the market may merely stabilize rather than embark on a more substantial new upswing.

CICC HighlightsJul 28 11:22

Liang Wenfeng's Four-Hour Investor Meeting Transcript: 4 Hours, 118 Answers—Who Will Capture the AI Dividend?

At a recent investor briefing, Liang Wenfeng elaborated on DeepSeek's organizational culture, open-source philosophy, technology roadmap, and perspective on the industry's competitive landscape.

Tencent TechnologyJul 23 11:07

Full-scale counteroffensive! Hong Kong-listed AI stocks surge back—has the correction ended?

Just moments ago, the market staged a major rally!

China Securities JournalJul 21 12:10

China Electronics Huada Technology (00085) appointed Fan Heng as an independent non-executive director.

China Electronics Huada Technology (00085) announced that Mr. Fan Heng has been appointed as an independent non-executive director of the company, as well as a member of the Audit Committee and the Remuneration and Nomination Committee, effective July 17, 2026.

Zhitong FinanceJul 17 18:27

Zhitong HK Equity Investment Diary | July 13

Hong Kong Stock Investment Journal | July 13, 2026

Zhitong FinanceJul 13 00:00

CE HUADA TECH To Go Ex-Dividend On July 13th, 2026 With 0.036 HKD Dividend Per Share

July 10th (Beijing Time) - $CE HUADA TECH(00085.HK)$ is trading ex-dividend on July 13th, 2026.Shareholders of record on July 14th, 2026 will receive 0.036 HKD dividend per share on July 31st, 2026.

Futu NewsJul 10 09:00

The inflection point is here! Changxin's IPO could ignite a new capex cycle for domestic semiconductor manufacturing.

The structural expansion of AI computing power demand is propelling the global memory storage industry into a new supercycle of capital expenditure, and ChangXin Technology’s IPO on the STAR Market could serve as a pivotal catalyst for the realization of orders across China’s domestic semiconductor supply chain.

wallstreetcnJul 9 14:38

Some Hong Kong-listed semiconductor stocks have performed notably well, with Changxin Technology's IPO imminent, as the high demand for domestic computing power gradually materializes.

July 9 news: Some semiconductor stocks performed strongly. As of the time of reporting, XinZhi Holdings surged nearly 23%, GigaDevice rose over 10%, Hua Hong Hongli gained 5%, and SMIC and Tianshu Zhixin both climbed more than 6%.

Zhitong FinanceJul 9 11:15

Morgan Stanley told clients it is time to 'sell chips, buy cloud,' and that 'storage'—similar to 'silver'—has peaked.

Morgan Stanley strategist Michael compared the trajectory of semiconductor stocks to that of silver, noting that both have experienced parabolic rallies and share commodity-like characteristics. He believes the current correction may not yet be over, with memory chips bearing the brunt of the sell-off. At the same time, he remains bullish on consumer discretionary, regional banks, transportation, and biotechnology, arguing that market leadership should broaden beyond AI-related capital expenditure beneficiaries to a wider range of sectors.

wallstreetcnJul 7 12:37

NVIDIA's Kyber Delayed to 2028 – Winners and Losers Across the Supply Chain

Delay changes the pace and, in passing, rewrites the list of winners.

Jinse FinanceJul 6 13:49

Meta’s offhand remark about 'selling computing power' sent AI hardware stocks tumbling! Wall Street quickly dissected the situation: Don’t panic—this doesn’t mean there’s an oversupply of computing capacity.

Several Wall Street investment banks believe this does not represent an industry inflection point—Meta’s capacity accounts for only a limited share of the overall cloud provider market. For Meta itself, selling computing power serves more as a short-term EPS buffer and supplementary revenue stream; for new cloud providers such as CoreWeave, it represents a competitive stress test as their customers become potential rivals. The true direction will still need to be validated during earnings season.

wallstreetcnJul 2 10:23

Huada Semiconductor (00085.HK): Chan Kai-cheong resigns as independent non-executive director

Gelonghui, June 25 — China Electronics Huada Technology (00085.HK) announced that Chan Kei Cheong has stepped down as the company’s Independent Non-Executive Director, member of the Audit Committee, and member of the Remuneration and Nomination Committee following the conclusion of the annual general meeting of shareholders.

Gelonghui FinanceJun 25 22:45

China Electronics Huada Technology Sets Out Board and Committee Structure

TipRanksJun 25 22:07

Express News | Li Qiang: China and the ROK can expand cooperation in emerging industries such as semiconductors, artificial intelligence, new energy, and biopharmaceuticals to jointly seize new opportunities for innovative development.

BreakingsJun 23 18:43

China Electronics Huada Reshapes Audit Committee Leadership Ahead of Director Retirement

TipRanksJun 22 18:40

Bloomberg: China is preparing to invest $295 billion in nationwide artificial intelligence infrastructure.

On June 9, Eastern Time, Bloomberg reported that China plans to invest approximately RMB 2 trillion (equivalent to USD 295 billion) over the next five years to build data centers nationwide, supporting the development of its domestic artificial intelligence industry and aiming to overtake the United States in this transformative technological field.

Futu NewsJun 10 09:48

Chip stocks rose collectively, with institutions expecting further upside potential in mainland China's CSP capital expenditures, while sectors such as storage remain highly robust.

Chip stocks rose collectively. As of the time of writing, Tianshu Zhixin (09903) gained 9.09% to HK$504; SMIC (00981) rose 4.07% to HK$75.5; ASMPT (00522) increased 6.53% to HK$181; and Montage Technology (06809) climbed 4.03% to HK$361.6.

Zhitong FinanceJun 9 11:47