Ge Long Hui A P P·2026-01-22 01:54Group 1 - Semiconductor stocks in Hong Kong experienced a surge, with InnoCare leading with a rise of over 7%, and Hua Hong Semiconductor increasing by over 4%, reaching a historical high [1] - KeyBanc data indicates that due to significant purchases by large-scale cloud service providers, Intel and AMD's server CPU capacity for the entire year of 2026 is nearly sold out [1] - To address the extreme supply-demand imbalance and ensure stable future supply, both companies plan to increase server CPU prices by 10-15% [1] - Analysts predict that the market demand for server chips will grow at an annual rate of 30% to 40% by 2026 [1] Group 2 - Guosen Securities' latest report highlights that the semiconductor sector is experiencing better-than-expected conditions, with price increases across multiple segments and the imminent release of AI glasses [1] - The report continues to recommend cyclical recovery stocks such as Naxin Micro and foundry companies like SMIC and Hua Hong Semiconductor [1]