Group 1 - Semiconductor stocks in Hong Kong continued their recent momentum, with Shanghai Fudan rising by 7.68%, SMIC by 7.02%, Hua Hong Semiconductor by 4.27%, and Jingmen Semiconductor by 4% [1][2] - According to TrendForce, the proportion of imported chips in China's AI server market is expected to decrease from 63% in 2024 to 42% by 2025, while domestic chip suppliers' share is projected to rise to 40%, indicating a trend towards domestic substitution [2] - The Chinese government recently issued opinions on the implementation of the "Artificial Intelligence +" initiative, emphasizing the integration of AI-driven technology research and development, which is expected to benefit the semiconductor and domestic computing sectors [3] Group 2 - Shanghai Fudan reported a revenue of 1.839 billion yuan for the first half of 2025, a year-on-year increase of 2.49%, but net profit fell by 44.38% to 194 million yuan [4] - Despite the decline in profit, Shanghai Fudan's stock price surged, reaching an intraday increase of nearly 11% [4]
政策与需求双轮驱动港股半导体股 上海复旦一度涨近11%