南向资金近日净买入28.79亿港元，中国平安、阿里巴巴-W、中国人寿净买入额位列前三，分别获净买 入18.40亿港元、16.19亿港元、5.88亿港元。净卖出方面，中国移动、腾讯控股、华虹半导体分别遭净 卖出8.75亿港元、8.04亿港元、2.08亿港元。 ...

Group 1 - Semiconductor stocks are rising in line with the market, with notable increases in shares of Huahong Semiconductor (up 6.07%), ASMPT (up 4.56%), Horizon Robotics (up 4.39%), and others [1][1][1] - Samsung Electronics and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, with similar price hikes proposed for PC and smartphone DRAM customers [1][1][1] - The National Integrated Circuit Fund's stake in SMIC increased from 4.79% to 9.25% as of December 29, 2025, indicating growing confidence in the semiconductor sector [1][1][1] Group 2 - Guotai Junan states that with the global semiconductor cycle bottoming out and domestic policy and funding support, leading manufacturers like SMIC are expected to experience a recovery in both performance and valuation [1][1][1] - Dongxing Securities highlights the exponential growth in computing power demand driven by generative AI, suggesting a focus on semiconductor storage, testing equipment, and magnetic components as key investment areas [1][1][1]

Group 1 - Semiconductor stocks are rising in line with the market, with notable increases in shares of Huahong Semiconductor (up 6.07%), ASMPT (up 4.56%), Horizon Robotics (up 4.39%), and others [1][1][1] - Samsung Electronics and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, with similar price hikes proposed for PC and smartphone DRAM customers [1][1][1] - The National Integrated Circuit Fund's stake in SMIC's H-shares increased from 4.79% to 9.25% as of December 29, 2025, indicating growing confidence in the semiconductor sector [1][1][1] Group 2 - Guotai Junan states that with the global semiconductor cycle bottoming out and domestic policy and funding support, leading manufacturers like SMIC are expected to experience a recovery in both performance and valuation [1][1][1] - Dongxing Securities highlights the exponential growth in computing power demand driven by generative AI, suggesting a focus on semiconductor storage, testing equipment, and magnetic components as key investment areas [1][1][1]

Group 1 - The Shanghai Composite Index rose by 1.34%, reaching its highest level since July 2015, while the Sci-Tech Innovation Information Index increased by 2.24% [1] - Notable stock performances included Zhongwei Company rising over 6%, and companies like Lanke Technology, Huahong Company, and SMIC increasing by over 2% [1] - The Sci-Tech Innovation Technology ETF (588100) saw a 2.27% increase with a turnover rate exceeding 11%, and it has gained over 49% in 2025 according to data from Tian Tian Fund [1] Group 2 - Samsung and SK Hynix have proposed price increases for DRAM used in servers, PCs, and smartphones, with first-quarter prices expected to rise by 60%-70% compared to Q4 of the previous year [1] - An industry insider noted that clients understand the difficulty for Samsung and SK to quickly ramp up production, leading to expectations that clients will accept the significant price hikes [1] - The top ten weighted stocks in the Sci-Tech Innovation Technology ETF include SMIC, Haiguang Information, Cambricon, Lanke Technology, Zhongwei Company, Kingsoft, Tuojing Technology, Chipone, Huahong Company, and Hushi Silicon Industry, collectively accounting for over 56.09% of the ETF [1]

1月6日，华虹公司涨5.91%，截至发稿，报123.37元/股，成交11.29亿元，换手率2.32%，总市值2141.70 亿元。 资料显示，华虹半导体有限公司位于上海张江高科技园区哈雷路288号,香港中环夏悫道12号美国银行中 心2212室，成立日期2005年1月21日，上市日期2023年8月7日，公司主营业务涉及华虹半导体有限公司 是一家主要从事特色工艺晶圆代工的中国投资控股公司。该公司提供包括嵌入式/独立式非易失性存储 器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配套服务。该公司还 从事提供包括知识产权（IP）设计、测试等配套服务。该公司主要在国内市场从事其业务。主营业务收 入构成为：集成电路晶圆代工94.60%，其他4.78%，租赁收入0.62%。 从华虹公司十大流通股东角度 数据显示，银河基金旗下1只基金位居华虹公司十大流通股东。银河创新混合A（519674）三季度新进 十大流通股东，持有股数930万股，占流通股的比例为0.54%。根据测算，今日浮盈赚取约6398.4万元。 银河创新混合A（519674）基金经理为郑巍山。 截至发稿，郑巍山累计任职时间6年243天，现任基 ...

MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 2026年真是起个好头啊，假期发酵的脑机题材直接起飞，带飞了医药；存储又带飞了半导体。基本上算 全线起飞，尤其是港股，撑住了获利跑的资金，生物科技更是大涨4%，港股信息技术 ETF（159131） 大涨3.2%~ 港股信息技术 ETF（159131）是一只非常有特色且稀缺的ETF品种，也是目前全市场唯一一只跟踪中证 港股通信息技术综合指数的 ETF，其标的指数创新性地采用 "70% 硬件 + 30% 软件" 的配置结构，剔除 大市值互联网企业，聚焦 "半导体 + 电子 + 计算机软件" 三大核心领域。 从成分股构成看，该指数涵盖 42 家港股硬科技龙头，前十大权重股合计占比达 70.71%，龙头效应显 著，其中中芯国际以 20.48% 的权重稳居第一，华虹半导体、小米等芯片与电子制造龙头紧随其后，形 成 "国产替代核心 + 终端应用龙头" 的立体布局。港股信息技术 ETF（159131）不受 QDII 额度限制， 支持日内 T+0 交易。 2026年大家要重视港股行情，尤其是港股的稀缺资产，通过ETF投资港股应该是普通人最好的选择，没 有之 ...

Group 1 - Core viewpoint: Recent mergers and acquisitions by companies such as SMIC, Hua Hong, and Zhongwei reflect a significant trend in the semiconductor industry, with distinct integration strategies being employed [1] - Hua Hong plans to issue shares to acquire 97.5% of its "brother company" Huali Micro [1] - Zhongwei intends to issue shares and pay cash to purchase 64.69% of Hangzhou Zhonggui's equity [1] - SMIC announced a draft transaction to acquire 49% equity of its subsidiary, SMIC North [1] Group 2 - Since the release of the "Science and Technology Innovation Board Eight Articles," nearly 170 equity acquisition transactions have been disclosed by companies on the Science and Technology Innovation Board [1] - In 2025, over 100 transactions are expected, indicating a significant policy effect [1] - Major asset restructurings have reached 50 transactions, with 37 occurring in 2025, surpassing the total of 17 from 2019 to 2023 [1]

Core Viewpoint - Recent mergers and acquisitions in the semiconductor sector by leading companies such as SMIC, Huahong, and Zhongwei highlight a significant trend in industry consolidation and strategic integration, driven by favorable policies and market conditions [1][2] Group 1: Mergers and Acquisitions Overview - Huahong plans to issue shares to acquire 97.5% of Huali Micro's equity, while Zhongwei intends to purchase 64.69% of Hangzhou Zhonggui's equity through a combination of shares and cash [1] - SMIC announced a proposal to acquire 49% of its subsidiary, SMIC North, for approximately 406.01 billion yuan, marking the largest share-based asset acquisition in the history of the Sci-Tech Innovation Board [3][5] - Since the introduction of the "Sci-Tech Innovation Board Eight Articles," nearly 170 equity acquisition transactions have been disclosed, with over 100 expected in 2025, indicating a strong policy impact [1][8] Group 2: Strategic Integration Approaches - SMIC's strategy involves acquiring minority stakes in its subsidiaries to enhance asset quality and business synergy after stabilizing operations [3][4] - Huahong's acquisition of Huali Micro addresses competitive concerns and aims to expand production capacity and process collaboration, with a transaction value of approximately 82.68 billion yuan [5][6] - Zhongwei's acquisition of Hangzhou Zhonggui focuses on horizontal expansion to build a comprehensive capability in semiconductor manufacturing, integrating various core processes [7] Group 3: Market Dynamics and Trends - The capital market is becoming a primary channel for mergers and acquisitions, with leading companies leveraging policy opportunities to strengthen their core competitiveness [2] - The trend of introducing external capital for capacity construction and technology iteration is prevalent in the semiconductor sector, facilitating a virtuous cycle of investment and financing [4] - The overall completion rate of equity transactions on the Sci-Tech Innovation Board is close to 70%, reflecting the market's vitality and improved resource allocation efficiency [8]

Group 1 - The net buying amounts for various stocks include: 6.826 billion for Yingfu Fund, 1.556 billion for Kuaishou-W, 1.019 billion for Xiaomi Group-W, 360 million for SMIC, 328 million for CNOOC, 322 million for Hua Hong Semiconductor, 279 million for Meituan-W, 272 million for Alibaba-W, 245 million for China Life, and 105 million for Nanjing Panda Electronics [1] - The net selling amounts include: 918 million for Tencent Holdings and 406 million for China Mobile [1] - Southbound funds have continuously net sold Tencent for 6 days, totaling 4.86189 billion HKD; they have also net bought Hua Hong Semiconductor for 5 consecutive days, totaling 936.63 million HKD [1] Group 2 - Kuaishou-W has ranked first in graphic and design applications in South Korea, with 500,000 downloads and revenue of 900,000 USD in December [3] - SMIC has received an investment from the National Integrated Circuit Industry Investment Fund, increasing its stake from 4.79% to 9.25%, involving approximately 26.515 billion RMB [3] - Alibaba-W is launching a service to help restaurants utilize AI to showcase their environments, enhancing competition with Meituan in the Chinese dining sector [4]

Group 1 - Southbound funds net bought Hong Kong stocks worth 18.723 billion HKD on January 5, with notable purchases including 6.826 billion HKD in the Tracker Fund, 1.556 billion HKD in Kuaishou-W, and 1.019 billion HKD in Xiaomi Group-W [1] - Tencent Holdings experienced a net sell-off of 9.18 billion HKD, marking six consecutive days of net selling totaling 4.86189 billion HKD [1] - Semiconductor companies saw increased interest, with SMIC receiving net purchases totaling 1.5115 billion HKD over three days and Hua Hong Semiconductor seeing net buys of 936.63 million HKD over five days [1] Group 2 - Kuaishou-W ranked first in graphic and design applications in South Korea and was among the top ten in markets like the US, Turkey, and Vietnam, with 500,000 downloads and 900,000 USD in revenue in December [3] - SMIC was significantly supported by the National Integrated Circuit Industry Investment Fund, which increased its stake from 4.79% to 9.25% by acquiring over 357 million shares at an average price of 74.2 RMB per share [3] - China National Offshore Oil Corporation (CNOOC) faced a decline in oil prices due to concerns over supply despite political turmoil in Venezuela, with Brent crude falling to around 60 USD per barrel [3] - Alibaba Group is launching a service to help restaurants utilize AI to showcase their environments, part of a broader strategy to compete with Meituan in the Chinese dining sector [3]