Group 1: Hong Kong Stock Market and Semiconductor Sector - The Hong Kong stock market opened strongly in 2026, with the Hang Seng Index rising by 2.18% and the Hang Seng Tech Index increasing by 3.38% [1] - Semiconductor stocks in Hong Kong saw significant gains, with Hua Hong Semiconductor rising over 12%, and SMIC and Chipone both increasing by more than 5% [1] - Hua Hong Semiconductor announced plans to acquire a 97.4988% stake in Hua Li Micro for a transaction price of 8.268 billion RMB, with plans to raise 7.556 billion RMB through a stock issuance [1] - Guosen Securities highlighted a price increase trend in the upstream electronic industry, recommending wafer foundries like SMIC and Hua Hong Semiconductor due to the ongoing global semiconductor recovery and domestic substitution processes [1] Group 2: Baidu and AI Chip Sector - Baidu Group's stock rose nearly 9% after announcing that its AI chip subsidiary, Kunlun Chip, submitted a listing application to the Hong Kong Stock Exchange [2] - The spin-off aims to reflect Kunlun Chip's value independently, attract specialized investors, and enhance its market image and negotiation capabilities [2] Group 3: Tourism Sector - Ctrip Group's stock increased by nearly 5% as domestic travel surged during the New Year holiday, with hotel bookings up over three times compared to the same period last year [2] - On January 1, travelers visited 698 cities domestically and over 800 cities internationally, with Haikou and Sanya seeing the fastest growth in inbound flight bookings [2] Group 4: Electric Vehicle Sector - The Hong Kong stock market saw a collective rise in electric vehicle stocks, with Li Auto increasing nearly 7% and other companies like Xiaomi, BYD, Geely, Xpeng, and Leap Motor also experiencing gains [3] - Li Auto reported delivering 44,246 new vehicles in December 2025, with a total of 109,200 vehicles delivered in the fourth quarter of 2025 [3] Group 5: Asian Market Highlights - The KOSPI index in South Korea opened higher, with Samsung Electronics' stock reaching a historical high, rising nearly 5% [3] - Samsung's CEO noted the competitive advantage of the HBM4 product, contributing to the stock's performance [3] Group 6: Singapore Stock Market - The Singapore benchmark index rose by 0.5%, reaching a historical high of 4,669.29 points [4]
芯片股,全线爆发!亚太股市,集体猛拉!
Zheng Quan Shi Bao·2026-01-02 04:56