Group 1 - Semiconductor stocks continue to weaken, with notable declines in companies such as SMIC down 3.79% to HKD 62.25, Hua Hong Semiconductor down 2.97% to HKD 65.3, ASMPT down 2.39% to HKD 73.4, and Shanghai Fudan down 2.24% to HKD 40.16 [1] - Former President Trump announced that NVIDIA will be allowed to export its H200 AI chips to "approved customers" including China, with the condition that the U.S. government receives a 25% share from these sales. This move may accelerate AI model training in China but could pressure domestic AI chip manufacturers in the short term [1] - Broadcom is expanding its market share in the AI chip sector due to increased demand for custom chips driven by large-scale data center construction. However, the CEO indicated that the gross margin for Q1 2026 will be lower than the previous three quarters due to a higher proportion of AI business, raising investor concerns about the return on investment in AI by large tech companies [1]

此外，受益于大规模数据中心建设带来的定制芯片需求，博通在人工智能芯片市场中所占份额正持续扩 大。但博通公司首席执行官陈福阳表示，由于"人工智能业务占比提高"，其2026年一季度毛利率将低于 前三个季度水平。投资者对大型科技公司在AI投资回报方面的担忧正在加剧。 芯片股继续走弱，截至发稿，中芯国际(00981)跌3.79%，报62.25港元；华虹半导体(01347)跌2.97%，报 65.3港元；ASMPT(00522)跌2.39%，报73.4港元；上海复旦(01385)跌2.24%，报40.16港元。 消息面上，特朗普近日宣布将允许英伟达向包括中国在内的"获准客户"出口其H200人工智能芯片，条 件是美国政府将从这些销售中获得25%的分成。东海证券表示，此举或将加快中国AI模型训练进程，另 一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 ...

Group 1 - Semiconductor stocks continue to weaken, with notable declines in major companies [1] - SMIC (00981.HK) decreased by 3.79%, trading at HKD 62.25 [1] - Hua Hong Semiconductor (01347.HK) fell by 2.97%, currently priced at HKD 65.3 [1] - ASMPT (00522.HK) dropped by 2.39%, now at HKD 73.4 [1] - Shanghai Fudan (01385.HK) declined by 2.24%, with a price of HKD 40.16 [1]

此外，受益于大规模数据中心建设带来的定制芯片需求，博通在人工智能芯片市场中所占份额正持续扩 大。但博通公司首席执行官陈福阳表示，由于"人工智能业务占比提高"，其2026年一季度毛利率将低于 前三个季度水平。投资者对大型科技公司在AI投资回报方面的担忧正在加剧。 智通财经APP获悉，芯片股继续走弱，截至发稿，中芯国际(00981)跌3.79%，报62.25港元；华虹半导体 (01347)跌2.97%，报65.3港元；ASMPT(00522)跌2.39%，报73.4港元；上海复旦(01385)跌2.24%，报 40.16港元。 消息面上，特朗普近日宣布将允许英伟达向包括中国在内的"获准客户"出口其H200人工智能芯片，条 件是美国政府将从这些销售中获得25%的分成。东海证券表示，此举或将加快中国AI模型训练进程，另 一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 ...

Group 1 - The semiconductor stocks in the Hong Kong market experienced a widespread decline, with notable drops in several companies [1] - Tianyu Semiconductor fell by over 5%, while China Electric Huada Technology and ZTE Corporation both dropped by over 3% [1] - Other companies such as Huahong Semiconductor, Jingmen Semiconductor, ASMPT, and Hongguang Semiconductor also saw declines exceeding 2% [1] Group 2 - Tianyu Semiconductor's stock decreased by 5.18%, with a latest price of 43.920 and a total market value of 17.272 billion, reflecting a year-to-date decline of 24.28% [2] - China Electric Huada Technology's stock fell by 3.79%, with a latest price of 1.270 and a total market value of 2.578 billion, showing a year-to-date increase of 9.48% [2] - ZTE Corporation's stock decreased by 3.45%, with a latest price of 26.860 and a total market value of 128.486 billion, reflecting a year-to-date increase of 13.42% [2] - Huahong Semiconductor's stock fell by 2.60%, with a latest price of 65.550 and a total market value of 113.795 billion, showing a year-to-date increase of 202.77% [2] - Jingmen Semiconductor's stock decreased by 2.27%, with a latest price of 0.430 and a total market value of 1.074 billion, reflecting a year-to-date decline of 13.13% [2] - ASMPT's stock fell by 2.06%, with a latest price of 73.650 and a total market value of 30.77 billion, showing a year-to-date decline of 0.90% [2] - Hongguang Semiconductor's stock decreased by 2.02%, with a latest price of 0.485 and a total market value of 0.455 billion, reflecting a year-to-date decline of 27.61% [2]

ASMPT(00522.HK)：根据股份奖励计划发行2.3万股 ASMPT(00522.HK)：根据雇员股份奖励计划发行 129.87万股 格隆汇12月15日丨ASMPT(00522.HK)发布公告，2025年12月15日，公司根据于2020年3月24日为公司及 其参与的附属公司管理人员及雇员的利益而采纳的雇员股份奖励计划发行2.3万股股份。 相关事件 ...

ASMPT(00522)发布公告，2025年12月15日，本公司根据本公司于2020年3月24日为本公司及其参与的附 属公司管理人员及雇员的利益而采纳的雇员股份奖励计划所发行的股份2.3万股。 ...

智通财经APP讯，ASMPT(00522)发布公告，2025年12月15日，本公司根据本公司于2020年3月24日为本 公司及其参与的附属公司管理人员及雇员的利益而采纳的雇员股份奖励计划所发行的股份2.3万股。 ...

FF305 FF305 B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) 第 2 頁 共 6 頁 v 1.3.0 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： ASMPT Limited 呈交日期： 2025年12月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | ...

Core Viewpoint - The Hang Seng Index Company announced a rebranding of the Hang Seng Hong Kong Stock Connect Software and Semiconductor Index to the Hang Seng Hong Kong Stock Connect Software Theme Index, with changes in constituent stocks effective December 16, 2025 [1] Group 1 - The number of constituent stocks will be fixed at 40 [1] - Four stocks will be added: Reading Group, Qutoutiao, Meitu, and Huya Technology [1] - Four stocks will be removed: ASMPT, SMIC, Hua Hong Semiconductor, and Innodisk [1]