Group 1 - The Hong Kong stock market's chip industry chain showed strong performance, with notable gains from companies such as Fubo Group (+6%), Tianyue Advanced (+5%), SenseTime-W, Meitu, and Hong Teng Precision (+4%) [1] - The first ETF focusing on the Hong Kong chip industry chain (159131) experienced a price increase of 1.42%, with real-time transaction volume exceeding 57 million yuan [1][2] - According to Omdia's latest research, the semiconductor industry is projected to reach revenues of $216.3 billion in Q3 2025, marking a 14.5% quarter-over-quarter growth, with annual revenues expected to surpass $800 billion [1][3] Group 2 - The newly launched Hong Kong Information Technology ETF (159131) tracks an index composed of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, including major companies like SMIC (20.48% weight) and Xiaomi Group-W (9.53% weight) [3] - The ETF excludes large-cap internet companies such as Alibaba, Tencent, and Meituan, allowing for a sharper focus on the AI hard technology sector in Hong Kong [3]
2025年半导体营收将站上8000亿美元！首只聚焦“港股芯片”产业链的港股信息技术ETF（15...
Xin Lang Cai Jing·2025-12-12 05:47