HU-SMIC@EP2611A.P (25057) News

Zhitong Analysis of Stock Connect Holdings | September 11

Analysis of Stock Connect Holdings in Hong Kong | September 10, 2026

Zhitong Finance57minutes ago

Capital Flows | Southbound capital records net purchases of Hong Kong stocks exceeding HK$4.5 billion, adding to Xiaomi positions for four consecutive days

Track the latest developments of southbound capital flows

Gelonghui FinanceSep 10 19:07

Zhitong HK Stock Connect Active Trades | September 10

Active Trading via Stock Connect | September 10, 2026

Zhitong FinanceSep 10 19:00

Smart Money via Stock Connect recorded a net outflow of HK$967 million from Hong Kong stocks.

Southbound capital recorded net inflows into Tencent (00700.HK), Yangtze Optical Fibre and Cable (06869.HK), and Cambridge Industries Group (06166.HK), totaling HKD 722 million, HKD 408 million, and HKD 131 million, respectively. Conversely, southbound capital saw net outflows from Zhipu AI (02513.HK), SMIC (00981.HK), and MINIMAX-W (00100.HK), amounting to HKD 967 million, HKD 807 million, and HKD 465 million, respectively. Among stocks accessible via the Shanghai-Hong Kong Stock Connect, Tencent (00700.HK) recorded the highest net capital inflow of HKD 819 million, while the highest net capital outflow

AASTOCKSSep 10 18:25

Southbound Capital Flow Tracker | Net Purchases Exceed HK$4.5 Billion; Increased Stake in Tencent, Reduced Holdings in Zhipu and SMIC

1. Southbound capital recorded approximately HK$83.7 billion in trading volume today; which individual stocks are seeing sustained inflows? 2. Tencent received over HK$700 million in inflows; how have recent position-holding trends changed?

cls.cnSep 10 18:07

Southbound Capital Flow | Net purchases by southbound capital totaled HK$4.551 billion; continued accumulation of Xiaomi (01810) shares, with net inflows nearing HK$2.5 billion so far this week

On September 10, southbound capital recorded net purchases of HK$4.551 billion in the Hong Kong stock market. Among this, the Shanghai-Hong Kong Stock Connect saw net purchases of HK$4.26 billion, while the Shenzhen-Hong Kong Stock Connect saw net purchases of HK$291 million.

Zhitong FinanceSep 10 17:49

Express News | Southbound capital recorded a net purchase of CNY 4.551 billion today. Under the Shanghai-Hong Kong Stock Connect, Tencent and Yangtze Optical Fibre and Cable saw net purchases of HKD 819 million and HKD 331 million, respectively; Zhipu recorded the highest net sales at HKD 890 million. Under the Shenzhen-Hong Kong Stock Connect, CNOOC and Yangtze Optical Fibre and Cable saw net purchases of HKD 227 million and HKD 77 million, respectively; SMIC recorded the highest net sales at HKD 633 million.

BreakingsSep 10 17:31

Semiconductor Manufacturing International Stock Slips 2.4% in Hong Kong

This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Semiconductor Manufacturing International Corp. slid 2.4% to 63.45 Hong Kong dollars on what

Dow JonesSep 10 16:32

Huawei and Cambricon chips see significant price hikes amid reported HBM shortages

Citing sources, Reuters reported that Chinese AI chip manufacturers, including Huawei and Cambricon (688256.SH), have significantly raised prices for current and next-generation AI chips as export controls have driven up the cost of high-bandwidth memory (HBM). Huawei has reportedly increased the indicative price of its Ascend 950DT AI chip to over RMB 250,000, with quotes provided to customers rising by as much as 50% within two months. Cambricon has also re-priced its next-generation chip, tentatively named "690," raising it by 20% to 30% compared to indicative levels from two months ago.

AASTOCKSSep 10 15:06

HK Market Midday Review | All three major indices fell, with the tech index dropping over 2%; AI applications and internet stocks declined, with Zhipu falling nearly 8%, MiniMax down nearly 7%, and Alibaba and Meituan both dropping more than 3%; Hygon Inf

Internet and technology stocks weakened, with Alibaba-W down 3.55% and Meituan-W down 3.41%; automotive stocks declined broadly, with Nio-SW falling 4.71% and XPeng-W dropping 3.36%; restaurant stocks retreated, with Jiumaojiu down 4.19% and Haidilao down 3.34%;

Futu NewsSep 10 12:10

Hong Kong-listed stocks in the mobile phone supply chain weakened, as Apple's debut of its foldable screen failed to mask the broader challenges facing the smartphone market.

1. Why did stocks related to the mobile phone supply chain in the Hong Kong market collectively weaken after Apple officially launched its first foldable smartphone, the iPhone Duo? 2. Amid the broader smartphone market's dilemma of shrinking volumes and rising prices, what structural earnings increments will the increased penetration rate of foldable phones bring to the upstream supply chain?

cls.cnSep 10 10:42

Zhitong Analysis of Stock Connect Holdings in Hong Kong | September 10

Analysis of Stock Connect Holdings in Hong Kong | September 9, 2026

Zhitong FinanceSep 10 08:30

Semiconductor sales slump fails to dampen AI fervor! Bernstein reveals rising memory chip prices and volumes, adding core fuel to the AI computing power bull market.

WSTS data aligns with Bernstein’s bullish thesis on memory storage: expanding AI computing demand provides a foundation for sales volume, constrained supply strengthens pricing power, and product upgrades coupled with long-term agreements improve profit structures.

Zhitong FinanceSep 9 22:58

Zhitong Stock Connect Active Trades | September 9

Stock Connect Active Trades | September 9, 2026

Zhitong FinanceSep 9 19:00

SMIC (00981) issued 78,400 shares due to the vesting of restricted share units.

SMIC (00981) announced that on September 9, 2026, the company issued 78,400 ordinary shares to non-executive directors upon the exercise of restricted stock units granted under the 2024 Share Award Scheme (adopted on June 28, 2023).

Zhitong FinanceSep 9 18:32

Southbound Capital Trends | Net Southbound Buying Reaches HK$3.72 Billion; Baidu (09888) Sees Strong Demand from Mainland Investors After Inclusion in Stock Connect; Southbound Capital Accumulates Over HK$1.7 Billion Throughout the Day

On September 9, net southbound buying in the Hong Kong stock market totaled HK$3.72 billion. Of this, the Shanghai-Hong Kong Stock Connect recorded net buying of HK$2.817 billion, while the Shenzhen-Hong Kong Stock Connect recorded net buying of HK$904 million.

Zhitong FinanceSep 9 17:56

DeepSeek accelerates its IPO on the STAR Market, with CITIC Securities likely serving as the sponsoring institution.

Industry insiders in the capital markets analyzed to Tencent Technology that, based on DeepSeek's current valuation of RMB 500 billion, the company's overall market capitalization is expected to range between RMB 1.5 trillion and RMB 2.5 trillion after its listing.

Tencent TechnologySep 9 15:48

HK Stocks Midday Review | Tech Index down 0.58%, Baidu up over 3%, Meituan down nearly 3%; optical communication stocks strengthen, Lightelligence surges over 20%, Haiguangxinzheng rises over 10%; UDI Robot jumps nearly 160% on debut

Internet and technology stocks showed mixed performance, with Baidu Group-W rising 3.35% and Meituan-W falling 2.73%. Most restaurant stocks declined, with Haidilao dropping 9.49% and Cat屎 Coffee Holdings (Note: Assuming 'Cat屎' is a typo for 'Cat屎' or specific brand, but based on common knowledge '猫屎咖啡' is often translated as 'Kopi Luwak' or kept as brand name. However, strict instruction says no Chinese. Let's use the likely intended English brand if known, or transliterate. 'Mao Shi Coffee' or 'Kopi Luwak'. Given it's a holding company, likely 'Mao Shi Coffee Holdings' or similar. Let's stick to a safe transliteration or standard translation if available. Actually, '猫屎咖啡' is commonly known as Kopi Luwak, but as a brand name in HK/China markets, it might be listed under a specific name. Without a specific guideline for this one, I will use 'Mao Shi Coffee Holdings' or check if there is an official English name. A quick mental check suggests it might be 'Kopi Luwak' but let's use Pinyin for safety if no offic

Futu NewsSep 9 12:15

Surge in AI Infrastructure Investment Triggers Inventory Crunch for Two Major Memory Chip Giants: Is Another Price Hike for Memory Chips Imminent?

KB Securities projects that AI-related investments by the world's leading cloud service providers will reach $1.3 trillion next year, representing a 60% year-on-year increase.

Zhitong FinanceSep 9 07:02

Key AI Debate: Our View

The core view remains bullish on AI trading, but the next phase hinges on whether monetization can keep pace with capital expenditure. The report argues that there is still substantial room for AI monetization; although token prices are deflating, a surge in usage (the Jevons paradox) has offset the impact of price declines. While capital expenditure by hyperscalers is massive, demand signals remain strong, with backlog orders increasing significantly and robust GPU leasing prices indicating that computing power remains scarce. However, a timing mismatch between capital expenditure and monetization has led to negative free cash flow and rising financing needs. The South Korean memory chip sector remains attractive after the pullback.

CSOPSep 8 22:17