Group 1 - Semiconductor stocks continue to weaken, with notable declines in companies such as SMIC down 3.79% to HKD 62.25, Hua Hong Semiconductor down 2.97% to HKD 65.3, ASMPT down 2.39% to HKD 73.4, and Shanghai Fudan down 2.24% to HKD 40.16 [1] - Former President Trump announced that NVIDIA will be allowed to export its H200 AI chips to "approved customers" including China, with the condition that the U.S. government receives a 25% share from these sales. This move may accelerate AI model training in China but could pressure domestic AI chip manufacturers in the short term [1] - Broadcom is expanding its market share in the AI chip sector due to increased demand for custom chips driven by large-scale data center construction. However, the CEO indicated that the gross margin for Q1 2026 will be lower than the previous three quarters due to a higher proportion of AI business, raising investor concerns about the return on investment in AI by large tech companies [1]