Group 1: Market Overview - Northbound trading recorded a net buy of 11.694 billion HKD on April 11, with 6.977 billion HKD from Shanghai Stock Connect and 4.717 billion HKD from Shenzhen Stock Connect [1] - The most bought stocks included Alibaba-W (09988), Tencent (00700), and China Construction Bank (00939), while the most sold stock was SMIC (00981) [1] Group 2: Stock Performance - Xiaomi Group-W (01810) saw a net inflow of 3.735 billion HKD, while its sell amount was 3.683 billion HKD, resulting in a total trading volume of 7.418 billion HKD [2] - Tencent Holdings (00700) had a net buy of 4.168 billion HKD against a sell of 2.943 billion HKD, totaling 7.110 billion HKD [2] - Alibaba-W (09988) recorded a net buy of 3.907 billion HKD with a sell of 1.586 billion HKD, leading to a total of 5.494 billion HKD [2] Group 3: Sector Insights - The technology sector continues to attract investment, with significant net buys for Alibaba-W (25.77 billion HKD), Tencent (19.59 billion HKD), and Meituan-W (3.27 billion HKD) [4] - China Construction Bank (00939) received a net buy of 6.07 billion HKD, supported by positive outlooks on bank stocks due to potential policy easing and increased retail credit demand [5] - China National Offshore Oil Corporation (00883) had a net buy of 2.92 billion HKD, with plans for significant share buybacks indicating confidence in long-term growth [5] Group 4: Company-Specific Developments - Pop Mart (09992) reported a projected revenue of 13.038 billion RMB for 2024, a year-on-year increase of 106.92%, with a net buy of 2.34 billion HKD [6] - Semiconductor stocks showed mixed results, with Hua Hong Semiconductor (01347) gaining a net buy of 1.81 billion HKD, while SMIC (00981) faced a net sell of 3.88 billion HKD [6] - Kangfang Bio (09926) received a net buy of 1.61 billion HKD, with strong revenue growth expected due to new product inclusions in national insurance [7]

恒生科技指数涨1.8%。半导体股大涨，宏光半导体涨约6%，中芯国际涨约6%。汽车股上涨，比亚迪股 份涨约7%，小鹏汽车涨约7%。 ...

Group 1 - The Hong Kong stock market opened lower but experienced fluctuations before rising in the afternoon, with the Hang Seng Index closing up 1.13% at 20,914.69 points [1] - The Hang Seng Tech Index increased by 1.8%, closing at 4,900.43 points, indicating a positive trend in technology stocks [1] - The total market turnover reached 276.426 billion HKD, reflecting active trading in the market [1] Group 2 - Semiconductor stocks led the market gains, with notable increases in individual stocks [1] - Hua Hong Semiconductor (01347.HK) surged by 14%, while BYD Company (01211.HK) rose by 7.1% [1] - Other significant gainers included Chifeng Jilong Gold Mining (06693.HK) up 7.7%, SMIC (00981.HK) up 5.9%, and Zijin Mining (02899.HK) up 5.75% [1] Group 3 - Gold stocks experienced a pullback after an initial rise, while automotive stocks saw an increase [1] - The banking sector also showed positive movement, whereas the tourism and leisure sector declined [1] - Notable declines included Ctrip Group-S (09961.HK) down 4.6%, NIO Inc. (09866.HK) down 1.7%, and Alibaba Group (09988.HK) down 1.7% [1]

港股收盘，恒指收涨1.13%，科指收涨1.8%，芯片股领涨，汽车股回暖，华虹半导体(01347.HK)涨 14%，比亚迪股份(01211.HK)涨超7%。 ...

Group 1 - The Hong Kong stock market indices experienced fluctuations but trended upwards, with the Hang Seng Technology Index rising over 2.5% in the afternoon session [2] - The semiconductor sector showed strong performance, with stocks like Hua Hong Semiconductor surging over 19%, while other notable gainers included Horizon Robotics, SMIC, Xiaopeng Motors, and Li Auto [2] - Southbound capital saw a net inflow exceeding 6 billion HKD today, indicating strong investor interest in Hong Kong stocks [2] Group 2 - CITIC Securities (Hong Kong) identified "AI and policy leading the revaluation of Chinese assets" as one of the main investment strategies for Q2 [2] - The potential for a new round of large-scale tax cuts in the U.S. and accelerated interest rate cuts by the Federal Reserve could synchronize the economic and policy cycles of China and the U.S. for the first time since the pandemic [2] - The technology sector is expected to be the most suitable trading direction under weak macro conditions and strong industry logic, with a new round of AI industry catalysts anticipated in Q2 [2] Group 3 - Southbound capital has seen a net inflow of nearly 570 billion HKD year-to-date, highlighting the attractiveness of Hong Kong's technology leaders [3] - The Hang Seng Technology Index ETF includes 30 leading Hong Kong technology stocks, focusing on the AI industry chain across upstream, midstream, and downstream sectors [3] - Major companies such as Alibaba, Tencent, Xiaomi, Meituan, and SMIC are positioned to become the "seven giants" of Chinese technology stocks, representing core AI assets with long-term growth potential [3]

港股午后持续走高，恒指涨1%，恒生科技指数涨2.5%，芯片股领涨，华虹半导体(01347.HK)涨超 20%。 ...

Group 1 - The Hong Kong stock market opened lower but rebounded, with the Hang Seng Index rising by 0.56% to close at 20,798.63 points, and the Tech Index increasing by 1.68% to 4,894.48 points [1] - Chip stocks experienced significant gains, with notable increases in individual stocks such as Longi Green Energy rising nearly 23% and Huahong Semiconductor up 19% [1] - Other sectors showed mixed performance, with gold and precious metals rising, automotive stocks recovering, while agricultural stocks continued to decline and duty-free concept stocks lost momentum [1] Group 2 - Individual stock performances included notable gains for companies like Zhongjin Life Science (up nearly 23%), Huahong Semiconductor (up 19%), and Chifeng Jilong Gold (up 13.9%), while companies like Zhaoyan New Drug fell nearly 17% and China Duty Free Group dropped 4.4% [1] - The overall market sentiment reflected a positive trend in the semiconductor sector, indicating potential investment opportunities in this industry [1]

利好来了！ A股半导体板块在临近上午收盘之前直线拉升，上海贝岭直线涨停，中芯国际、海光信息、寒武纪等行业权重集体拉 升。盛景微、沃顿科技、石英股份、欧晶科技、盈方微、富满微等十余股封涨停板。港股半导体板块也是大幅上 扬。 消息面上，有两大利好： 首先，中物联公共采购分会发布关于应对美国霸凌关税，助力国内经济稳定发展的倡议书，呼吁并建议：锻 造"自主链核"，强化供应链战略。 其次，中国半导体行业协会发布关于半导体产品"原产地"认定规则的紧急通知，根据海关总署的相关规定，"集 成电路"原产地按照四位税则号改变原则认定，即流片地认定为原产地。 大涨 临近上午收盘时分，港股芯片股走高，华虹半导体涨超14%，宏光半导体涨8.5%，中芯国际涨5.3%。A股芯片概念 板块掀涨停潮，上海贝岭、盛景微、沃顿科技、石英股份、欧晶科技、盈方微、富满微等十余股封涨停板。 自主可控崛起 本次关税博弈由美方率先发起，北京时间4月10日，特朗普在其TruthSocial社交媒体上发帖称，将对一些国家暂停 其新关税的全面生效，在90天内对多数国家关税降至10%，并宣布将中国商品关税从104%提升至125%，立即生 效。 万联证券认为，美国发 ...

港股半导体板块走强，华虹半导体(01347.HK)涨超10%，晶门半导体(02878.HK)、上海复旦 (01385.HK)、中芯国际(00981.HK)涨超5%。 ...

Core Viewpoint - The semiconductor stocks in Hong Kong have shown strong performance, with notable gains in specific companies [1] Company Performance - Hua Hong Semiconductor (01347.HK) increased by 7.62% [1] - Shanghai Fudan (01385.HK) rose by 4.06% [1] - SMIC (00981.HK) experienced a gain of 3.17% [1]