Core Viewpoint - The Chip 50 ETF (516920) opened with a decline of 1.42%, indicating a negative market sentiment towards the semiconductor sector [1] Group 1: ETF Performance - The Chip 50 ETF (516920) opened at 1.043 yuan, reflecting a decrease of 1.42% [1] - Since its establishment on July 27, 2021, the fund has achieved a return of 5.88%, while the return over the past month has been -5.62% [1] Group 2: Major Holdings Performance - Key holdings in the Chip 50 ETF experienced significant declines, including: - SMIC down 1.54% - Cambricon down 1.65% - Haiguang Information down 2.38% - Northern Huachuang down 0.83% - Lattice Semiconductor down 1.75% - Zhaoyi Innovation down 1.99% - Zhongwei Company down 1.11% - OmniVision down 0.53% - Chipone down 2.23% - JCET down 1.13% [1]

Group 1 - The core point of the article highlights the performance of the Science and Technology Innovation ETF (588050), which opened down by 1.15% at 1.457 yuan on November 7 [1] - Major holdings in the ETF experienced declines, with notable drops including SMIC down 1.54%, Haiguang Information down 2.38%, and Cambrian down 1.65% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board 50 Index, managed by ICBC Credit Suisse Asset Management Company, with a return of 2.74% since its inception on September 28, 2020, and a recent one-month return of -3.88% [1]

Core Viewpoint - The Hang Seng Index opened up by 0.49%, while the Hang Seng Tech Index rose by 0.63%, indicating a positive market sentiment towards technology and energy-related sectors [1] Group 1: Market Performance - The Hang Seng Index experienced an increase of 0.49% at the opening [1] - The Hang Seng Tech Index saw a rise of 0.63% [1] Group 2: Sector Performance - Stocks related to power grid equipment, charging stations, and energy storage concepts showed strong performance [1] - Semiconductor companies such as Hua Hong Semiconductor and SMIC both increased by over 2% [1]

Core Insights - The National Big Fund holding concept rose by 2.67% as of the close on November 6, ranking second among concept sectors, with 46 stocks increasing in value, led by Saiwei Electronics, Aisen Co., and Shengke Communication, which rose by 13.14%, 10.38%, and 8.22% respectively [1] Market Performance - The top-performing concept sectors included Phosphate Chemicals with a 3.92% increase and the National Big Fund holding concept at 2.67%, while the Hainan Free Trade Zone saw a decline of 3.77% [1] - The National Big Fund holding concept experienced a net inflow of 2.862 billion yuan, with 36 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [1] Stock Highlights - The stocks with the highest net inflows included SMIC with 688 million yuan, followed by Zhongwei Company, Chipone, and Northern Huachuang with net inflows of 368 million yuan, 302 million yuan, and 293 million yuan respectively [1] - Chipone, Jingce Electronics, and GeKongwei led in net inflow ratios at 13.03%, 12.08%, and 10.07% respectively [2] Detailed Stock Data - Notable stock performances included: - SMIC (688981) with a 4.23% increase and a turnover rate of 3.66% [2] - Zhongwei Company (688012) with a 4.26% increase and a turnover rate of 3.06% [2] - Chipone (688521) with a 3.97% increase and a turnover rate of 2.97% [2] - Stocks with significant declines included China Shipbuilding Special Gas (down 1.67%) and Beidou Star (down 0.07%) [4]

Market Overview - The Shanghai Composite Index rose by 0.97% on November 6, with 19 sectors experiencing gains, led by the non-ferrous metals and electronics sectors, which increased by 3.05% and 3.00% respectively [2] - The media and social services sectors saw the largest declines, with decreases of 1.35% and 1.11% [2] Capital Flow - The net inflow of capital in the two markets was 6.174 billion yuan, with 12 sectors receiving net inflows [2] - The electronics sector had the highest net inflow, totaling 12.224 billion yuan, while the non-ferrous metals sector followed with a net inflow of 3.647 billion yuan [2] Electronics Sector Performance - The electronics sector increased by 3.00%, with 362 out of 470 stocks in the sector rising, including 6 stocks hitting the daily limit [3] - A total of 266 stocks in the electronics sector experienced net capital inflows, with 33 stocks receiving over 100 million yuan in net inflows [3] - The top three stocks by net inflow were Shenghong Technology (1.623 billion yuan), Dongshan Precision (1.069 billion yuan), and Haiguang Information (942 million yuan) [3] Electronics Sector Capital Inflow - Key stocks with significant capital inflow included: - Shenghong Technology: +5.97%, 162.34 million yuan - Dongshan Precision: +10.00%, 106.91 million yuan - Haiguang Information: +7.96%, 94.17 million yuan [4] Electronics Sector Capital Outflow - Notable stocks with significant capital outflow included: - Wentai Technology: -4.78%, -239.91 million yuan - Daway Shares: +1.34%, -234.40 million yuan - OFILM: -1.26%, -193.21 million yuan [5]

Core Viewpoint - The semiconductor sector, particularly the SMIC concept stocks, experienced a positive trading day with a notable increase in share prices and significant net inflows of capital, indicating strong investor interest and confidence in the sector [2][3]. Market Performance - As of November 6, the SMIC concept stocks rose by 2.39%, ranking 7th among concept sectors, with 73 stocks increasing in value. Notable gainers included Demingli (up 10.38%), Shun Sodium (up 9.50%), and Aisen Co. (up 7.55%) [2]. - The concept sectors with the highest and lowest daily changes included Phosphate Chemicals (up 3.92%) and Hainan Free Trade Zone (down 3.77%) [2]. Capital Flow - The SMIC concept sector saw a net capital inflow of 3.286 billion yuan, with 50 stocks receiving net inflows. Ten stocks had inflows exceeding 100 million yuan, led by Demingli with 734 million yuan [2][3]. - The top stocks by net capital inflow included SMIC, Zhongwei Company, and Northern Huachuang, with respective inflows of 688 million yuan, 368 million yuan, and 293 million yuan [2]. Stock Performance Metrics - Key stocks in the SMIC concept included: - Demingli: 10.00% increase, 8.59% turnover rate, 734.41 million yuan net inflow, 21.70% net inflow ratio [3]. - SMIC: 4.23% increase, 3.66% turnover rate, 688.49 million yuan net inflow, 7.60% net inflow ratio [4]. - Zhongwei Company: 4.26% increase, 3.06% turnover rate, 368.41 million yuan net inflow, 6.32% net inflow ratio [4]. Additional Notable Stocks - Other significant gainers included: - Aisen Co.: 10.38% increase, 18.37% turnover rate [5]. - Henshuo Co.: 9.50% increase, 13.65% turnover rate [6]. - Stocks with notable declines included Antai Technology (down 1.90%) and Zhejiang Dongfang (down 1.41%) [7].

Group 1 - The storage chip concept index rose by 2.46%, ranking fourth among concept sectors, with 136 stocks increasing in value [2][3] - Notable gainers included Bojie Co., Ltd. and Deminli, which hit the daily limit, with increases of 10.57% and 10.38% respectively [2][3] - The sector saw a net inflow of 5.742 billion yuan from main funds, with 105 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflows [3][4] Group 2 - The top net inflow stock was Deminli, attracting 734 million yuan, followed by SMIC and Zhongwei Company with net inflows of 688 million yuan and 368 million yuan respectively [3][4] - The net inflow ratios for Deminli, Yawey Co., and Canxin Co. were 21.70%, 19.61%, and 18.50% respectively [4][5] - The storage chip sector's performance was supported by significant capital inflows, indicating strong investor interest [3][4]

Group 1 - Southbound funds net bought Hong Kong stocks worth 5.479 billion HKD today [1] - Notable net purchases include Xiaopeng Motors at 1.214 billion HKD, Southern Hang Seng Technology at 1.052 billion HKD, and Hua Hong Semiconductor at 0.961 billion HKD [1] - Southbound funds have continuously net bought Xiaomi for 7 days, totaling 4.22827 billion HKD [1] Group 2 - Significant net sales were observed in Weichai Power at 0.548 billion HKD, Pop Mart at 0.418 billion HKD, Alibaba at 0.308 billion HKD, and Meituan at 0.203 billion HKD [1]

Group 1 - Xpeng Motors and Xiaomi Group received net purchases of HKD 861 million and HKD 418 million respectively through the Hong Kong Stock Connect (Shanghai) [1] - SMIC had the highest net sell amount at HKD 475 million [1] - Through the Hong Kong Stock Connect (Shenzhen), SMIC and Southern Hang Seng Technology received net purchases of HKD 1.094 billion and HKD 1.052 billion respectively [1] - Weichai Power had the highest net sell amount at HKD 548 million [1]

Group 1 - The Hong Kong stock market saw significant gains on November 6, with the Hang Seng Index rising by 2.12% to 26,485.90 points, the Hang Seng Tech Index increasing by 2.74% to 5,944.22 points, and the National Enterprises Index up by 2.10% to 9,355.97 points [1] - The Hang Seng Index opened at 26,061.58 points, gaining 550.49 points by the end of the trading day, with a total turnover exceeding 234.6 billion HKD [1] - The net inflow for the southbound trading of Hong Kong Stock Connect exceeded 5.4 billion HKD on the same day [1] Group 2 - Most sectors experienced upward movement, including technology, chips, gold, non-ferrous metals, new energy vehicles, insurance, brokerage, and electricity [1] - Individual stock performances included Xiaomi Group up by 0.28%, XPeng Motors up by 1.94%, Ganfeng Lithium up by 6.10%, and HSBC Holdings up by 3.05% [1] - Alibaba saw a significant increase of 4.10% with a turnover exceeding 13.6 billion HKD, while SMIC rose by 7.32% with a turnover over 8.9 billion HKD [1] Group 3 - On November 6, four companies including Wangshan Wangshui debuted, with Wangshan Wangshui's first-day increase of 145.73%, while Wenyan Zhixing, Xiaoma Zhixing, and Jingsheng Electronics saw declines of 9.96%, 9.28%, and 8.00% respectively [2]