Group 1 - The Hong Kong stock market showed mixed performance on October 9, with the Hang Seng Tech Index turning positive after initially dropping over 1% [1] - The Hang Seng Tech Index ETF (513180), which is the largest in its category listed in A-shares, saw significant gains, driven by stocks such as ASMPT, Hua Hong Semiconductor, Lenovo Group, BYD Electronics, and SMIC, with Hua Hong Semiconductor rising over 9% at one point [1] - Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor, maintaining a "buy" rating for both companies, citing the ongoing growth in domestic AI-related semiconductor demand [1] Group 2 - OpenAI and AMD reached a significant agreement on October 6, where OpenAI will deploy up to 6GW of AMD Instinct GPUs over the coming years, with the first 1GW deployment planned for the second half of 2026 [1] - Guosheng Securities noted that OpenAI's recent initiatives highlight the acceleration of computing power construction, emphasizing investment opportunities in computing power, storage, and their industrial chain [1] - As of September 30, Alibaba was the largest weighted stock in the Hang Seng Tech Index, holding a weight of 9.31%, providing a way for investors without a Hong Kong stock connect account to access core Chinese AI assets through the Hang Seng Tech Index ETF (513180) [2]
恒生科技指数盘中转涨，华虹半导体等芯片股领涨