芯片股 全线爆发！亚太股市 集体猛拉！

Group 1: Hong Kong Stock Market Performance - The Hong Kong stock market started the first trading day of 2026 strongly, with the Hang Seng Index rising by 2.18% and the Hang Seng Tech Index increasing by 3.38% by midday [1] - Semiconductor stocks in Hong Kong saw significant gains, with Hua Hong Semiconductor rising over 12%, ChipMOS Technologies up nearly 5%, and SMIC increasing by more than 5% during the session [1] Group 2: Semiconductor Industry Developments - Hua Hong Semiconductor announced plans to acquire a 97.4988% stake in Hua Li Micro from four counterparties through a share issuance, with a transaction value of 8.268 billion RMB and intended fundraising of 7.556 billion RMB [3] - Guosen Securities highlighted a rising price trend in the upstream electronic industry, recommending wafer foundry companies like SMIC and Hua Hong Semiconductor due to the ongoing global semiconductor recovery and domestic substitution processes driven by AI computing demand [3] - Dongwu Securities also identified Hua Hong Semiconductor as a key focus for domestic cloud computing, emphasizing its expansion potential in the wafer foundry sector amid industry growth [3] Group 3: Baidu's AI Chip Subsidiary - 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, aiming for independent listing [4] - The split is intended to reflect Kunlun Chip's value, attract specialized investors, and provide an independent financing platform, enhancing its market image and negotiation capabilities [4] Group 4: Tourism Sector Insights - Ctrip Group's stock increased nearly 5% as domestic travel surged during the New Year holiday, with hotel bookings on January 1 exceeding three times the level of the previous year [4] - Data indicated that travelers visited 698 cities domestically and over 800 cities internationally, with significant growth in inbound flights to Haikou and Sanya, which saw increases of over three times and five times, respectively [4] Group 5: Electric Vehicle Market Trends - The electric vehicle sector in Hong Kong saw collective gains, with Li Auto rising nearly 7%, and other companies like Xiaomi, BYD, Geely, Xpeng, and Leap Motor also experiencing increases [6] - 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 [6] Group 6: Asian Market Highlights - The KOSPI index in South Korea opened higher, with Samsung Electronics' stock reaching a historical high, rising nearly 5% [8] - The Singapore benchmark index increased by 0.5%, achieving a historical high of 4,669.29 points [8] - Both offshore and onshore RMB against the US dollar surpassed the 6.97 mark, reaching the highest level since May 2023 [8]