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Express News | SZSE: Haowei Group and Zhaoyi Innovation Included in HKEX Connect Eligible Securities
AI港股Analysis | Seizing the Window for a Rapid Rebound: New Large Model Launch Provides Positive Boost
The United States continues to drive advancements in AI. NVIDIA is scheduled to release its earnings report on February 25, with Goldman Sachs holding high expectations for NVIDIA's performance.
Goldman Sachs重磅报告:The most severe shortage of memory chips in fifteen years is approaching, and it cannot be averted even by a collapse in consumer demand.
The most severe memory chip shortage in history is imminent! Goldman Sachs has raised its expectations for supply-demand tensions, warning of the largest DRAM shortfall in 15 years by 2026 and a record-breaking NAND shortage.
Stock Market Movements | Chip stocks rebound today as the two giants of wafer foundry are set to release their earnings this week amid an ongoing wave of price increases across the supply chain.
Chip stocks rebounded today. As of the latest report, Montage Technology (06809.HK) surged 52.31% to HKD 162.8; GigaDevice Semiconductor (03986.HK) rose 10.5% to HKD 311.4; Hua Hong Semiconductor (01347.HK) gained 5.89% to HKD 105.1; and SMIC (00981.HK) increased by 4.29% to HKD 70.5.
Hong Kong Stock Market Midday Review | Hang Seng Index rose 1.44% in the morning session, with space and photovoltaic sectors performing strongly across the board.
Space-based solar power concept stocks have risen across the board. Tesla is accelerating its push into solar manufacturing, and demand for space-based solar power is expected to experience exponential growth.
Semiconductor stocks in the A-share market collectively surged, with Moore Threads, Tianyue Advanced Materials, and Cambricon Technologies rising more than 5%.
Gelonghui, February 9 | Semiconductor stocks in the A-share market collectively strengthened. Among them, Guoxin Technology surged over 13%, Chiporiginal Corporation surged over 12%, Changguang Huaxin and Huahai Chengke surged over 9%, Guoke Microelectronics, Canchip Corporation, Taichi Industrial, Yuanjie Technology, and Guangliwei surged over 7%, Huaya Intelligence, Jiangfeng Electronics, Zhongchuan Special Gas, Dike Corporation, and Changdian Technology surged over 6%, Moore Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambricon surged over 5%. In terms of news, driven by the widespread application of artificial intelligence and computer chips across all sectors of the economy, the semiconductor industry’s revenue this year will reach one trillion US dollars for the first time. According to the Semiconductor Industry Association (