“港股芯片”产业链集体回调

Group 1 - The Hong Kong stock market's semiconductor industry chain experienced a pullback, with notable declines in stocks such as Hua Hong Semiconductor down over 6%, and others like InnoCare, Hong Teng Precision, and Peak Technology dropping over 5% [1] - The first ETF focusing on the Hong Kong semiconductor industry chain (159131) saw a price drop of 2.35%, with a real-time transaction amount exceeding 235 million yuan, indicating a buying interest during the dip [1] - The ETF is designed to track the performance of the Hong Kong semiconductor and technology sector, with a composition of 70% hardware and 30% software, including 42 Hong Kong tech companies [3] Group 2 - The global and Chinese AI server market is projected to grow at a CAGR of 15.5% and 30.6% respectively from 2024 to 2028, driven by strong demand for intelligent computing power [2] - Domestic AI computing power chips in China are expected to see significant growth due to supportive policies, strong downstream demand, and substantial replacement opportunities [2] - The ETF's index excludes major internet companies like Alibaba, Tencent, and Meituan, focusing instead on capturing the dynamics of the AI hard technology sector in Hong Kong [3]