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SENASIC Schedules Board Meeting to Approve 2026 Interim Results
SENASIC(琻捷):董事會會議召開日期
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.
SENASIC (6675.HK): A Rising Leader in Wireless Sensor SoC, Advancing Toward a Platform-Oriented Enterprise Following Its IPO
Revenue maintained strong growth, and gross margin continued to improve. The company's revenue for 2023, 2024, and 2025 was RMB 223 million, RMB 348 million, and RMB 478 million, respectively, representing year-over-year growth of 55.5% in 2024 and 2025.
CICC expects 49 stocks to be added to the Stock Connect program and 14 potentially removed.
CICC published a report stating that Hang Seng Indexes Company announced its review results on August 21, coinciding with the semi-annual review of the Hang Seng Composite Index. The firm estimates that 49 stocks are likely to be included in Stock Connect, including Seg Solar (06656.HK), Lightelligence (01879.HK), Qunhuan Technology (00068.HK), DeepAI Intelligence (02723.HK), Deste (02526.HK), Chang Guang Chen Xin (03277.HK), FS Innovation (03355.HK), MedBrain (07666.HK), AMiner (01956.HK), and Henlius (0
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.