Group 1 - The core viewpoint of the article is that OmniVision (00501.HK) and GigaDevice (03986.HK) will be included in the Hong Kong Stock Connect program starting February 9, 2026, enhancing liquidity and connectivity between A-share and H-share markets [2][3]. Group 2 - OmniVision and GigaDevice have completed their price stabilization periods in the Hong Kong market and have met the requirement of being listed on A-shares for at least 10 trading days [2]. - The inclusion of these two semiconductor companies in the Stock Connect program is expected to facilitate trading for mainland investors through the Stock Connect channel [2].

Market Overview - The Hong Kong stock market experienced a strong rebound, with the Hang Seng Index closing at 27,027.16 points, up 1.76% or 467.21 points, and a total trading volume of 255.14 billion HKD [1] - The Hang Seng Tech Index rose 1.34% to 5,417.6 points, while the Hang Seng China Enterprises Index increased by 1.52% to 9,168.33 points [1] - Analysts from Galaxy Securities noted a significant "Spring Festival effect" in the market, driven by optimistic sentiment and early capital allocation [1] Blue-Chip Stocks Performance - Innovent Biologics (01801) led the blue-chip stocks, surging 7.42% to 85.4 HKD, contributing 15.57 points to the Hang Seng Index [2] - The company announced a strategic partnership with Eli Lilly to advance global R&D in oncology and immunology, receiving an upfront payment of 350 million USD and potential milestone payments up to 8.5 billion USD [2] - Other notable blue-chip movements included Pop Mart (09992) up 5.76%, Zijin Mining (02899) up 5.58%, while China Telecom (00728) and China Mobile (00941) saw declines of 2.96% and 2.12%, respectively [2] Sector Highlights - Major technology stocks showed positive performance, with Baidu rising over 3%, Tencent up over 2%, and Alibaba increasing by 1.87% [3] - AI application stocks were particularly strong, with Zhipu AI soaring over 36% to a new high [3] - The gold sector rebounded significantly, with spot gold returning to 5,000 USD per ounce, leading to gains in gold stocks [3][6] AI and Technology Developments - Recent financial reports from Meta, Amazon, Google, and Microsoft indicated a potential capital expenditure of 660 billion USD in AI infrastructure this year [4] - Zhipu AI's stock rose 36.22% to 276.8 HKD, reflecting strong market interest in AI applications [4] - The Chinese government is focusing on building a national computing power interconnection node system, which may further stimulate the AI sector [4] New Market Entrants - Lanqi Technology (06809) debuted with a remarkable 63.72% increase, closing at 175 HKD, following its IPO pricing at 106.89 HKD per share [9] - The company specializes in integrated circuit design for cloud computing and AI infrastructure [9] - Additionally,兆易创新 (03986) saw an 11.43% rise to 314 HKD, supported by its inclusion in the Hong Kong Stock Connect program and positive earnings forecasts [10]

Core Insights - The article highlights the top and bottom AH premium rates for various stocks, indicating significant discrepancies between H-shares and A-shares [1] Group 1: Top AH Premium Rates - Northeast Electric (00042) has the highest AH premium rate at 831.03%, with H-share priced at 0.290 HKD and A-share at 2.25 CNY [1] - Zhejiang Shibao (01057) follows with a premium rate of 347.33%, H-share at 5.810 HKD and A-share at 21.7 CNY [1] - Sinopec Oilfield Service (01033) ranks third with a premium rate of 304.44%, H-share at 0.900 HKD and A-share at 3.04 CNY [1] Group 2: Bottom AH Premium Rates - Contemporary Amperex Technology (03750) has the lowest AH premium rate at -13.97%, with H-share priced at 513.500 HKD and A-share at 368.82 CNY [1] - China Merchants Bank (03968) has a premium rate of -3.80%, H-share at 49.220 HKD and A-share at 39.53 CNY [1] - Heng Rui Medicine (01276) shows a minimal premium rate of -0.35%, with H-share at 69.050 HKD and A-share at 57.45 CNY [1] Group 3: Top Deviation Values - Sinopec Oilfield Service (01033) leads in deviation value at 26.29%, indicating a significant difference from its average premium rate [1] - Beijing Jingcheng Machinery Electric (00187) has a deviation value of 22.66% [1] - Longpan Technology (02465) ranks third with a deviation value of 19.24% [1] Group 4: Bottom Deviation Values - Junda Co., Ltd. (02865) has the lowest deviation value at -66.46%, indicating a substantial drop from its average premium rate [1] - Zhejiang Shibao (01057) follows with a deviation value of -42.67% [1] - Yangtze Optical Fibre and Cable (06869) shows a deviation value of -33.26% [1]

每经AI快讯，港股芯片股今日回暖。截至发稿，澜起科技(06809.HK)涨52.31%，报162.8港元；兆易创 新(03986.HK)涨10.5%，报311.4港元；华虹半导体(01347.HK)涨5.89%，报105.1港元；中芯国际 (00981.HK)涨4.29%，报70.5港元。 ...

Core Viewpoint - The semiconductor sector is experiencing a rebound, with significant stock price increases for various companies, driven by strong demand for AI computing power and upcoming earnings reports from major players in the wafer foundry industry [1] Group 1: Stock Performance - Lanke Technology (06809) increased by 52.31%, reaching HKD 162.8 [1] - Zhaoyi Innovation (03986) rose by 10.5%, reaching HKD 311.4 [1] - Huahong Semiconductor (01347) gained 5.89%, reaching HKD 105.1 [1] - SMIC (00981) saw a rise of 4.29%, reaching HKD 70.5 [1] Group 2: Upcoming Earnings Reports - SMIC is scheduled to release its financial report on February 10 [1] - Huahong Semiconductor will publish its earnings on February 12 [1] Group 3: Industry Growth - The global wafer foundry industry remains robust, driven by rapid growth in AI computing demand [1] - TSMC is projected to achieve a revenue of NT$1.05 trillion in Q4 2025, marking a year-on-year increase of 20.45% and setting a record for quarterly revenue [1] - TSMC's annual revenue is expected to grow by 31.60%, reaching NT$3.81 trillion [1] Group 4: Price Increases in Chip Industry - A price increase trend is spreading across the semiconductor supply chain, with domestic chip manufacturers like Guokewai, Zhongwei Semiconductor, and Yinjixin announcing price hikes of up to 80% [1] - The price increase covers key areas such as memory, MCU, and analog chips [1] - Analysts predict that the upward price trend for domestic chips will continue into the first half of 2026, with potential for more companies to follow suit [1]

每经AI快讯，兆易创新(03986.HK)早盘涨超7%，截至发稿，涨5.96%，报298.6港元，成交额5081.79万 港元。 ...

Core Viewpoint - Zhaoyi Innovation (03986) has seen a significant stock price increase, attributed to its inclusion in the Hong Kong Stock Connect and positive earnings forecasts for 2025 [1] Group 1: Stock Performance - Zhaoyi Innovation's stock rose over 7% in early trading, currently up 5.96% at HKD 298.6, with a trading volume of HKD 50.82 million [1] Group 2: Earnings Forecast - The company anticipates a revenue of approximately RMB 9.2 billion for 2025, representing a year-on-year growth of around 25% [1] - Expected net profit attributable to shareholders is around RMB 1.61 billion, reflecting a year-on-year increase of approximately 46% [1] Group 3: Industry Outlook - Huajin Securities reports that with the steady rise in the storage cycle, Zhaoyi Innovation is advancing its storage chip process and product iterations, positioning itself to maintain a leading edge in NOR flash technology [1] - The company is expected to replicate the growth path of NOR flash in the DRAM sector as major manufacturers shift production capacity, with customized DRAM likely to create additional growth opportunities [1] - The ongoing expansion of MCU, sensor, and analog businesses, alongside the trends in consumer electronics, automotive electronics, and industrial sectors, suggests continued performance growth for the company [1]

Group 1 - The Shenzhen Stock Exchange announced an adjustment to the list of Hong Kong Stock Connect eligible securities due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) [1] - The adjustment will take effect from February 9, 2026, after the corresponding A-shares have been listed for 10 trading days [1]

Group 1 - The core announcement indicates that due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) in the Hong Kong market, and after their respective A-shares have been listed for more than 10 trading days, adjustments to the Stock Connect eligible securities list will take effect from February 9, 2026 [1][3] - Howie Group and Zhaoyi Innovation are being added to the Stock Connect eligible securities list [1][3] Group 2 - The adjustment direction for Howie Group is "added" [3] - The adjustment direction for Zhaoyi Innovation is also "added" [3]

| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00501 | 豪威集团 | 调入 | | 03986 | 兆易创新 | 调入 | 深交所公告，因豪威集团（603501）(00501)、兆易创新（603986）(03986)在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易 所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...