The H-shares of leading technology companies are now more expensive than their A-share counterparts. Why is this round of market activity different?

①In this round of market movement, the H-share prices of several technology stocks have surpassed their A-share counterparts, with significant H-share premiums for hard tech companies such as Montage Technology and GigaDevice; ②The reassessment of China's hard tech by global capital, continuous inflows of southbound funds, and smaller and scarcer H-share floating stocks are key reasons for the higher valuation of technology H-shares; ③This phenomenon reflects that Chinese technology leaders are gaining recognition from global capital, and also demonstrates the narrowing of the AH share price gap and the enhancement of China's asset pricing power on a global scale.

cls.cn19:40

Alisoft China Holding Limited reduced its stake in Montage Technology (06809) by 249,800 shares at a price of HKD 213.3905 per share.

On April 15, Alisoft China Holding Limited reduced its stake in Montage Technology (06809) by 249,800 shares at a price of 213.3905 Hong Kong dollars per share, for a total amount of approximately 53.3049 million Hong Kong dollars.

Zhitong FinanceApr 17 20:23

Hong Kong Stock Movement | Memory Concept Stocks Retreat Across the Board; Major Memory Stock Faces Sudden Sell-Off After Earnings; Yangtze Memory Technologies Undertakes 'Epic-Level Expansion'

The storage concept stocks retreated across the board. As of press time, Gigadevice (03986) fell by 7.31%, trading at HKD 428.8; Montage Technology (06809) dropped by 4.94%, trading at HKD 207.8.

Zhitong FinanceApr 17 14:54

Challenging Micron! SK Hynix Plans U.S. IPO in June-July

SK Hynix is advancing toward its U.S. IPO at a faster-than-expected pace, targeting a timeline between June and July this year, with plans to raise approximately USD 10 billion. Driving this multi-billion-dollar financing effort is a long-term capital blueprint of 600 trillion Korean won, alongside a campaign to defend the company’s valuation: SK Hynix anticipates a price-to-earnings ratio of only 3 to 4 times, less than half of Micron's and a fraction of SanDisk's. Once the ADR debuts, global investors will gain direct access to the world's largest HBM supplier for the first time.

wallstreetcnApr 16 14:22

H-share Movement | The uptrend in storage prices may continue, with Montage Technology (06809) surging over 9% and Gigadevice Semiconductor (03986) rising nearly 5%.

The storage sector has seen significant gains. As of press time, Montage Technology (06809) rose by 9.19%, trading at HKD 221; GigaDevice Semiconductor (03986) increased by 4.81%, trading at HKD 427.2.

Zhitong FinanceApr 16 11:13

How long will the price of memory cards continue to rise after doubling in just four months?

Your camera is competing for the same wafer as the world's largest data center.

BlockBeatsApr 16 11:05