港股异动丨受AMD大跌影响,港股半导体股集体下跌,华虹半导体跌超6%
Jin Rong Jie·2026-02-05 03:35

Core Viewpoint - The semiconductor sector experienced a decline following a significant drop in AMD's stock price, which fell over 16%, marking its largest decline since 2018 due to disappointing earnings and concerns about AI's impact on software and data companies [1] Group 1: Market Reaction - Hong Kong stocks in the semiconductor sector fell, with notable declines including Hua Hong Semiconductor down over 6%, Shanghai Fudan down 4%, and Zhaoyi Innovation down 3.88% [1] - Other companies such as SMIC and Jingmen Semiconductor also saw declines exceeding 3%, indicating a broader market reaction to AMD's performance [1] Group 2: Investor Concerns - Investors are increasingly worried that advancements in artificial intelligence may undermine the profitability of companies focused on coding, databases, and IT services [1] - Recent developments, such as the launch of new tools by Anthropic, have intensified these concerns among investors [1]

HUA HONG SEMI-港股异动丨受AMD大跌影响,港股半导体股集体下跌,华虹半导体跌超6% - Reportify