智通财经APP获悉，2025年12月22日当天，阿里巴巴-W(09988)、中芯国际(00981)、小米集团-W(01810) 位居沪港通（南向）成交额前3位，成交额分别为42.74 亿元、34.72 亿元、26.23 亿元；中芯国际 (00981)、阿里巴巴-W(09988)、腾讯控股(00700) 位居深港通（南向）成交额前3位，成交额分别为21.98 亿元、20.46 亿元、14.61 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 中芯国际(00981) | 21.98 亿元 | +4.72 亿元 | | 阿里巴巴-W(09988) | 20.46 亿元 | +5.62 亿元 | | 腾讯控股(00700) | 14.61 亿元 | +1.70 亿元 | | 小米集团-W(01810) | 14.60 亿元 | +3.82 亿元 | | 长飞光纤光缆(06869) | 13.70 亿元 | +1.14 亿元 | | 中国移动(00941) | 8.05 亿元 | -1.38 亿元 | | 中国海洋石油(00883) | 7.10 亿元 | +1.67 ...

若看好半導體行業復甦，認購證方面可考慮19857中銀認購證，提供3.4倍槓桿，行使價73.52元；或20249信證認購證，提供3.3倍槓桿，行使價73.5元。牛證 選擇上，53355瑞銀牛證與69038滙豐牛證均提供5倍實際槓桿，收回價同為60元，兩者都是進取型部署。 根據今天（12月22日）下午1點14分的盤中數據，華虹半導體（01347）目前股價為70.85元，比昨天收盤價67.75元上漲3.1元，漲幅4.58%，整體走勢向上。 成交方面，目前成交量約2133萬股，成交額超過15億元。股價今天在68.5元到72.45元之間波動，振幅約5.83%。 技術走勢呈現突破格局，雖然多個指標仍顯示賣出信號，但關鍵指標已開始轉強。牛熊力量指標發出「買入」信號，保力加通道同樣顯示「買入」，反映上 升動能正在增強。值得留意嘅係，華虹過去五日振幅達10.8%，波幅之大為短線交易提供豐富機會。 關鍵位部署方面，66.6元成為近期重要支持，下一道防線在61.7元；上方阻力先看77.2元，突破後可望挑戰80.9元水平。華虹強勢突破70元關口，你認為這是 半導體行業全面復甦的訊號，還是反映公司個別利好消息？國產化替代進程與產能利用 ...

中新网上海12月22日电 (高志苗)半导体设备龙头中微公司近日披露公告，公司正筹划发行股份收购杭州 众硅电子科技有限公司控股权并募集配套资金。在"科创板八条""并购六条"等政策红利释放与产业升级 需求双重驱动下，科创板半导体头部企业正掀起一场聚焦"补链强链、价值协同"的并购热潮。 相关业内人士指出，2025年以来，中芯国际、华虹公司、沪硅产业、芯联集成、概伦电子等龙头企业的 标志性交易正稳步推进，既彰显了中国半导体产业从"量的积累"向"质的飞跃"跨越的核心逻辑，也反映 了头部企业向"全球一流"进阶的战略目标。 公开资料显示，科创板集成电路领域已聚集125家企业，覆盖设计、制造、封测等核心环节，以及设 备、材料、EDA、IP等支撑环节。不同环节的并购行为紧扣自身发展阶段特征，体现"按需整合、协同 增效"的并购逻辑，持续推动产业资源向优质主体集中。 近期半导体领域部分并购交易终止同样引发市场关注。相关业内人士分析，这并非产业整合遇冷，而是 市场化并购回归理性的必然表现。结合实际数据看，"科创板八条"发布以来，科创板公司累计新披露并 购交易150余单，超七成已顺利完成，另有20余单正在积极推进。随着披露案例基数扩大 ...

Group 1 - The Hang Seng Index rose by 0.20%, gaining 51 points to close at 25,742 points, while the Hang Seng Tech Index increased by 0.89% [1] - China Duty Free Group (01880) surged by 12% as duty-free shopping on Hainan's first day of closure increased by 61% year-on-year [1] - Lithium stocks continued to rise, with Tianqi Lithium (09696) up over 5% due to expectations of resumption of production, and Ganfeng Lithium (01772) increasing by 4.84% [1] - Jiaxin International Resources (03858) rose over 10% to reach a new high, benefiting from a more than 220% increase in tungsten powder prices this year [1] - Spot gold reached a new historical high, with Goldman Sachs reaffirming a bullish outlook on gold, leading to significant gains in gold stocks such as Lingbao Gold (03330) up 6.8% and China Gold International (02099) up 6.2% [1] - The optical communication sector showed strong performance, with Huiju Technology (01729) rising over 13% due to breakthroughs in optical computing chips, and Changfei Optical Fiber (06869) increasing by 11.01% [1] - Chip stocks strengthened in early trading, with the National Integrated Circuit Investment Fund's third phase focusing on IC substrate fields, leading to a rise of over 7% for SMIC (00981) and 5% for Hua Hong Semiconductor (01347) [1] - Pony.ai-W (02026) increased by over 9%, achieving single-vehicle profitability in Guangzhou, with two models of its seventh-generation vehicle now in production [1] Group 2 - Guoxia Technology (02655) surged over 16% as the company enters a new phase of global development, focusing on deepening "AI+" core technology research in energy storage [2] - WanGuo Gold Group (03939) rose nearly 7%, with its subsidiary Jinling Mining expected to become a world-class gold mine [3] - Goldwind Technology (02208) increased by nearly 5% as domestic wind turbine bidding prices recovered, with institutions optimistic about the profitability recovery of wind turbine manufacturers [4] - Four new stocks listed all fell below their issue prices, with Impression Dahongpao (02695) dropping 25%, Mingji Hospital (02581) down 42%, and Huazhi Biotechnology-B (02396) declining over 8% [4]

Group 1 - Hong Kong chip stocks are leading in gains, with InnoCare Pharma (02577.HK) and SMIC (00981.HK) both rising over 4% [1] - Other stocks such as Hua Hong Semiconductor (01347.HK), Horizon Robotics (09660.HK), Jingmen Semiconductor (02878.HK), and ZTE Corporation (00763.HK) also experienced upward movement [1]

人民财讯12月22日电，港股午间收盘，恒生指数涨0.20%，恒生科技指数涨0.89%。芯片股走强，中芯 国际涨超7%，华虹半导体涨逾5%。 ...

Group 1: Stock Market Performance - The Hang Seng Index rose by 0.20%, gaining 51 points to close at 25,742 points, while the Hang Seng Tech Index increased by 0.89% [1] - The Hong Kong stock market saw a trading volume of HKD 95.5 billion in the morning session [1] Group 2: Company Highlights - China Duty Free Group (01880) surged by 12% as duty-free shopping on the first day of Hainan's closure increased by 61% year-on-year [1] - Tianqi Lithium (09696) rose over 5% due to expectations of resumption of production following environmental assessment information disclosure [1] - Ganfeng Lithium (01772) increased by 4.84% [1] - Jiaxin International Resources (03858) climbed over 10%, reaching a new high, benefiting from a more than 220% increase in tungsten powder prices this year [1] - Gold stocks performed well, with Lingbao Gold (03330) rising by 6.8% and China Gold International (02099) increasing by 6.2% as spot gold reached a historical high [1] - Huizhu Technology (01729) surged over 13% due to breakthroughs in optical computing chip technology [1] - Zhongke Semiconductor (00981) rose over 7% as the National Integrated Circuit Investment Fund's third phase focuses on IC substrate [1] - Pony.ai-W (02026) increased by over 9%, achieving single-vehicle profitability in Guangzhou with two models of its seventh-generation vehicle in production [1] - Guoxia Technology (02655) surged over 16% as the company enters a new phase of global development, focusing on "AI+" energy storage core technology [2] - WanGuo Gold Group (03939) rose nearly 7% as its subsidiary Jinling Mining is expected to become a world-class gold mine [3] - Goldwind Technology (02208) increased nearly 5% as domestic wind turbine bidding prices recover, with institutions optimistic about the profitability of wind turbine manufacturers [4] Group 3: IPO Performance - Four new stocks listed all experienced declines, with Impression Dahongpao (02695) dropping by 25%, Mingji Hospital (02581) falling by 42%, and Huazhi Biotechnology-B (02396) decreasing by over 8% [4]

Group 1 - The optical communication sector is experiencing strong performance, with companies like Huiju Technology (01729) up by 13.44% to HKD 18.29, Changfei Optical Fiber (06869) up by 11.01% to HKD 57.45, Cambridge Technology (06166) up by 4.99% to HKD 85.2, and Huahong Semiconductor (01347) up by 3.54% to HKD 70.15 [1] - Researchers from Shanghai Jiao Tong University have made a breakthrough in the next-generation optical computing chip field, achieving the first all-optical computing chip, LightGen, which supports large-scale semantic media generation models. The chip demonstrates a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] - According to Zhongyuan Securities, China's optical communication industry chain and value chain are gradually transitioning from low-end to high-end, indicating long-term prosperity. The research and expansion cycle for optical chips is lengthy with high barriers, leading domestic and foreign manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reports that the demand for AI computing power continues to expand, sustaining the upward trend in the optical module industry, which presents opportunities for all segments of the industry chain [1]

Group 1 - The optical communication sector is experiencing strong performance, with several companies showing significant stock price increases [1][4] - Huiju Technology (01729) has risen by 13.37%, trading at HKD 18.48 [1][4] - Changfei Fiber Optic Cable (06869) has increased by 9.37%, trading at HKD 56.60 [1][4] - Cambridge Technology (06166) has seen an 8.20% rise, with a trading price of HKD 87.80 [1][4] - Huahong Semiconductor (01347) has grown by 5.61%, currently priced at HKD 71.55 [1][4]

Core Viewpoint - The optical communication sector is experiencing strong performance, driven by advancements in optical computing technology and increasing demand for AI computing power [1] Group 1: Market Performance - Huiju Technology (01729) shares rose by 13.44%, reaching HKD 18.29 [1] - Changfei Optical Fiber (601869) shares increased by 11.01%, reaching HKD 57.45 [1] - Cambridge Technology (603083) shares grew by 4.99%, reaching HKD 85.2 [1] - Huahong Semiconductor (01347) shares rose by 3.54%, reaching HKD 70.15 [1] Group 2: Technological Advancements - Researchers from Shanghai Jiao Tong University achieved a breakthrough in optical computing, developing the LightGen chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrated a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] Group 3: Industry Outlook - Zhongyuan Securities noted that China's optical communication industry is transitioning from low-end to high-end, indicating long-term growth potential [1] - The research and expansion cycle for optical chips is lengthy with high barriers, prompting domestic and international manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reported that the ongoing demand for AI computing power is sustaining the upward trend in the optical module industry, creating opportunities across the industry chain [1]