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Statistics on Significant Changes in HK Stock Connect Holdings via Zhitong | August 18
Statistics on Abnormal Movements in Southbound Stock Connect Holdings | August 17, 2026
Masung Micro (688630): Global Leader in Direct-Write Lithography Equipment for PCBs; Advanced Packaging Opens Up Growth Potential
As a leader in direct-write micro/nano lithography equipment, the company is driven by dual engines in the PCB and pan-semiconductor sectors. With direct-write micro/nano lithography technology at its core, its product portfolio covers areas such as PCBs, IC substrates, advanced packaging, and photomasks, making it the only company globally with commercialized products spanning these fields.
Express News | Advanced packaging concept fluctuates upward; Tongfu Microelectronics and other stocks hit limit up.
Dividend yields have risen, yet dividend funds have declined in tandem with the tech sector, raising suspicions of style drift in 40 funds.
① Regulators have flagged thematic funds for "style drift." A journalistic review revealed that 40 actively managed equity funds exhibited significant discrepancies between their Q2 holdings and their stated investment themes. ② The dividend rally rebounded noticeably in July; however, funds such as CCB High Dividend Theme and Yimin Dividend Growth saw their net asset values decline markedly since July due to heavy allocations to the technology sector. ③ While many funds may not have technically breached their contractual mandates, there is a clear divergence between their actual portfolios and investors' conventional expectations of the stated themes.
芯碁微裝:董事會會議召開日期
Nanya Technology confirms that prices for electronic materials have doubled this year, with fiberglass cloth facing the most severe shortage.
Nan Ya Plastics, a leader in electronic materials, confirmed that the cumulative price increase for its electronic materials this year has exceeded 100% due to soaring costs of raw materials such as copper foil, fiberglass cloth, and resin. The adjustments were implemented through phased negotiations rather than a single sharp hike via notice. Shortages are most severe for fiberglass cloth, followed by copper foil. Benefiting from expanded AI capital expenditure by the four major cloud service providers (CSPs) and strong demand for high-end materials from AI servers, the supply-demand gap in electronic materials is unlikely to be resolved in the short term. News of these developments sent Nan Ya’s stock price to its daily limit up.