XIAOMI(HK:01810) Xin Lang Cai Jing·2026-01-28 11:19Group 1 - The Hong Kong stock market for semiconductor stocks showed strong performance on January 28, with notable increases in share prices: Yunzhisheng surged by 78%, Naxinwei rose over 11%, Huahong Semiconductor increased by over 7%, and SMIC gained over 3% [1][7] - The first ETF focusing on the Hong Kong semiconductor industry, the Hong Kong Information Technology ETF (159131), opened strong and maintained fluctuations, ultimately closing up by 1.75% with a daily trading volume of 73.03 million [1][7] - A global price increase for chips has been initiated, with Samsung and SK Hynix significantly raising prices for LPDDR memory used in iPhones, with increases exceeding 80% and nearly 100% respectively [8] Group 2 - According to a report by Guoxin Securities, global semiconductor sales are projected to reach $75.28 billion by November 2025, with a continuous year-on-year growth for 25 months; China's semiconductor sales are expected to be $20.23 billion, reflecting a year-on-year growth of 22.9% and a month-on-month growth of 3.9% [10] - The Hong Kong Information Technology ETF (159131) is designed to track a benchmark index composed of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, including 42 Hong Kong tech companies [10] - The ETF excludes major internet companies like Alibaba, Tencent, and Meituan, allowing for a sharper focus on the AI hard technology market in Hong Kong [10]