Core Viewpoint - Semiconductor stocks experienced a significant decline, influenced by AMD's sharp drop in share price following its earnings report, which, despite showing record revenue, provided disappointing guidance for the upcoming quarter [1] Group 1: Stock Performance - Huahong Semiconductor (01347) fell by 5.37%, closing at HKD 96.9 [1] - Zhaoyi Innovation (603986) (03986) decreased by 4.34%, closing at HKD 291.2 [1] - SMIC (00981) dropped by 3.85%, closing at HKD 66.1 [1] - Shanghai Fudan (01385) declined by 3.76%, closing at HKD 46.08 [1] Group 2: AMD's Earnings Report - AMD's stock plummeted by 17.31%, marking its largest single-day drop since May 2017 [1] - The company reported over USD 10 billion in revenue for Q4 of the previous year, maintaining a year-on-year growth rate of over 30% [1] - EPS growth slowed but exceeded analyst expectations by nearly 16% [1] Group 3: Market Reaction - Following AMD's decline, major memory chip manufacturers also saw significant drops, with SanDisk falling by 15.95% and Micron Technology decreasing by 9.55% [1] - On February 5, Japanese and Korean stock markets opened lower, with major chip stocks like Samsung Electronics and SK Hynix each dropping over 4% [1] - SoftBank Group's stock also fell by more than 6% [1]
隔夜AMD暴跌影响芯片股 华虹半导体跌超5% 兆易创新跌超4%