电子行业海外科技点评：港股半导体反弹急先锋，节后重点关注半导体走势

Investment Rating - The report maintains an "Outperform" rating for the semiconductor sector in the Hong Kong market [2][19]. Core Insights - The semiconductor sector has shown significant performance, with notable stock price increases for companies such as Hongguang Semiconductor (315.58%), Jingyang Group (115.22%), and others, indicating strong market interest and potential growth [5][9][11]. - The report emphasizes the importance of monitoring the semiconductor sector's performance post-holiday, suggesting a continued focus on this area for investment opportunities [5][6]. Market Performance Summary - In the Hong Kong market, the Hang Seng Index closed at 22,736.87, up 10.20%, while the Hang Seng Tech Index rose 17.38% to 5,227.13. The semiconductor stocks led the gains, with significant increases in their share prices [5][9][12]. - In the U.S. market, the Nasdaq Composite Index increased by 0.10%, and other major indices showed modest gains, indicating a relatively stable performance compared to the Hong Kong market [5][12]. Key Events Recap - NVIDIA's CEO Jensen Huang reported strong demand for the Blackwell chip, contributing to a 2.90% increase in NVIDIA's stock price for the week [6]. - Tesla announced a recall of over 27,000 electric pickups due to a rearview camera issue, which impacted its stock price negatively, resulting in a 3.99% decline for the week [6]. Investment Recommendations - The report suggests focusing on semiconductor companies such as SMIC, Hua Hong Semiconductor, and Changdian Technology, as well as IC design firms like Zhaoxin and Aiwai Electronics, indicating a diversified approach to investment within the semiconductor sector [6].