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Capital flow | Northern funds aggressively bought Hong Kong stocks exceeding 15.3 billion Hong Kong dollars, increasing positions in Xiaomi for three consecutive days.
Track the latest trends of southward capital.
Hong Kong stocks fluctuation | Chip stocks all fell sharply as Japan implemented export control measures on Semiconductors. Institutions are Bullish about the acceleration of domestic replacements.
Chip stocks have plummeted across the board. As of the time of this report, ASMPT (00522) is down 18.27%, trading at 43.85 HKD; HUA HONG SEMI (01347) is down 16.4%, trading at 25.75 HKD; Semiconductor Manufacturing International Corporation (00981) is down 14.98%, trading at 38.3 HKD; SHANGHAI FUDAN (01385) is down 12.87%, trading at 23.65 HKD.
Trending Industry Today: HORIZONROBOT-W Leads Losses In Semiconductors Stocks
Trending Industry Today: BABA-W Leads Losses In DeepSeek Beneficiaries Stocks
Trending Industry Today: SUNNY OPTICAL Leads Losses In Robotics Stocks
CITIC SEC: Resource security to National Security, rare earth positioning welcomes another Global Strategy upgrade.
The bank believes that this regulation helps to maintain National Security interests, with a strategic upgrade in the positioning of rare earth resources, from resource security to National Security, and continues to recommend the strategic allocation value of the Industry Chain.
Think BIG : SMIC
Moriarty mcG Think BIG : What about NMax.




101633766 OP : NMax I dun dare to touch
Moriarty mcG 101633766 OP : Wise move
M55 : It is better to buy Tencent; both are at high positions, while SMIC is even worse.
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