Market Overview - The Hang Seng Index opened up by 1.59%, reaching 26,982.49, with an increase of 422.54 points [2][6] - The Hang Seng Tech Index rose by 1.9%, closing at 5,447.63 [2][6] - The Hang Seng Biotech Index also increased by 1.9%, reaching 15,508.47 [2][6] - The Hang Seng China Enterprises Index rose by 1.54%, closing at 9,170.57 [2][6] - The Hang Seng Composite Index increased by 1.63%, reaching 4,126.92 [2][6] Sector Performance Technology Sector - Tech stocks experienced a collective rebound, with notable gains from: - Hua Hong Semiconductor up over 4% [2][6] - Baidu Group, Xpeng Motors, and Bilibili each rising over 3% [2][6] - SMIC, Alibaba, JD Group, and SenseTime all increasing by over 2% [2][6] Semiconductor Sector - The semiconductor sector saw a rebound, highlighted by: - Lattice Semiconductor's first-day opening surge of 57% [3][8] - Other companies like Zhaoyi Innovation and Naxin Micro rising over 4% [3][8] Precious Metals Sector - The precious metals sector showed signs of recovery, with: - China Silver Group, CGN Mining, Zijin Mining International, and WanGuo Gold Group all increasing by over 4% [4][9] - Other companies like Lijun Resources and Jiajin International Resources also reported gains [9] Notable Stock Movements - Key stock movements included: - Hua Hong Semiconductor at 103.80, up 4.58% [3][7] - Tencent Music at 65.35, up 3.81% [3][7] - Baidu Group at 142.60, up 3.48% [3][7] - Lattice Semiconductor at 168.00, up 57.17% [4][8] - China Silver Group at 0.640, up 4.92% [9]

Core Viewpoint - The stock of Zhaoyi Innovation (603986) has seen a significant increase, attributed to its inclusion in the Hong Kong Stock Connect and positive earnings forecasts for 2025 [1] Group 1: Stock Performance - Zhaoyi Innovation's stock rose over 7% in early trading, currently up 5.96% at HKD 298.6, with a trading volume of HKD 50.82 million [1] Group 2: Market Announcement - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect securities list, effective February 9, 2026, which includes Zhaoyi Innovation [1] Group 3: Earnings Forecast - Zhaoyi Innovation expects to achieve approximately RMB 9.2 billion in revenue for 2025, representing a year-on-year growth of around 25% [1] - The company anticipates a net profit attributable to shareholders of approximately RMB 1.61 billion, reflecting a year-on-year increase of 46% [1] Group 4: Industry Outlook - Huajin Securities' recent report indicates that with the steady rise in the storage cycle, Zhaoyi Innovation is advancing its storage chip process and product iterations, particularly in NOR Flash technology [1] - The company is expected to replicate the growth path of NOR Flash as major DRAM manufacturers shift their production capacity, with customized DRAM likely to create additional growth opportunities [1] - The ongoing expansion of the MCU business and developments in sensors and analog sectors are projected to support continued revenue growth in consumer electronics, automotive electronics, and industrial applications [1]

Core Viewpoint - Zhaoyi Innovation (03986) has seen a significant stock price increase, attributed to its inclusion in the Hong Kong Stock Connect and positive earnings forecasts for 2025 [1] Group 1: Stock Performance - Zhaoyi Innovation's stock rose over 7% in early trading, currently up 5.96% at HKD 298.6, with a trading volume of HKD 50.82 million [1] Group 2: Earnings Forecast - The company anticipates a revenue of approximately RMB 9.2 billion for 2025, representing a year-on-year growth of around 25% [1] - Expected net profit attributable to shareholders is around RMB 1.61 billion, reflecting a year-on-year increase of approximately 46% [1] Group 3: Industry Outlook - Huajin Securities reports that with the steady rise in the storage cycle, Zhaoyi Innovation is advancing its storage chip process and product iterations, positioning itself to maintain a leading edge in NOR flash technology [1] - The company is expected to replicate the growth path of NOR flash in the DRAM sector as major manufacturers shift production capacity, with customized DRAM likely to create additional growth opportunities [1] - The ongoing expansion of MCU, sensor, and analog businesses, alongside the trends in consumer electronics, automotive electronics, and industrial sectors, suggests continued performance growth for the company [1]

芯片ETF易方达（516350）业绩比较基准为中证芯片产业指数收益率，管理人为易方达基金管理有限公 司，基金经理为张湛，成立（2021-12-15）以来回报为27.56%，近一个月回报为-0.34%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，芯片ETF易方达（516350）开盘涨1.96%，报1.301元。芯片ETF易方达（516350）重仓股方 面，寒武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨 2.82%，澜起科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，拓荆科技涨1.72%，紫光国微涨 1.49%。 ...

Group 1 - The Shenzhen Stock Exchange announced an adjustment to the list of Hong Kong Stock Connect eligible securities due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) [1] - The adjustment will take effect from February 9, 2026, after the corresponding A-shares have been listed for 10 trading days [1]

Group 1 - The core announcement indicates that due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) in the Hong Kong market, and after their respective A-shares have been listed for more than 10 trading days, adjustments to the Stock Connect eligible securities list will take effect from February 9, 2026 [1][3] - Howie Group and Zhaoyi Innovation are being added to the Stock Connect eligible securities list [1][3] Group 2 - The adjustment direction for Howie Group is "added" [3] - The adjustment direction for Zhaoyi Innovation is also "added" [3]

| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00501 | 豪威集团 | 调入 | | 03986 | 兆易创新 | 调入 | 深交所公告，因豪威集团（603501）(00501)、兆易创新（603986）(03986)在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易 所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...

Core Viewpoint - The article highlights the top ten stocks with net financing purchases on February 6, indicating strong investor interest in these securities [1] Group 1: Stock Performance - Hengtong Optic-electric (亨通光电) leads with a net purchase of 404 million yuan [1] - The 500ETF follows with a net purchase of 234 million yuan [1] - Shuangliang Energy (双良节能) recorded a net purchase of 223 million yuan [1] - The Convertible Bond ETF (转债ETF) had a net purchase of 202 million yuan [1] - Hongda shares (宏达股份) saw a net purchase of 192 million yuan [1] - CITIC Securities (中信证券) had a net purchase of 181 million yuan [1] - Cambricon Technologies (寒武纪) recorded a net purchase of 153 million yuan [1] - Zhaoyi Innovation (兆易创新) had a net purchase of 150 million yuan [1] - Juguang Technology (炬光科技) saw a net purchase of 131 million yuan [1] - The 1000ETF had a net purchase of 117 million yuan [1]

深交所公告， 港股通 标的证券名单调整，调入 豪威集团 、 兆易创新 ，2月09日起生效。 ...

证券代码：603986 证券简称：兆易创新 公告编号：2026-013 兆易创新科技集团股份有限公司 关于悉数行使超额配售权、稳定价格行动及稳定价格 期结束的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、悉数行使超额配售权情况 本次悉数行使超额配售权后，公司股权结构如下： 注：截至目前，公司的 A 股股本为 667,849,351 股（含回购专用证券账户股 1 份数 603,020 股）。 经扣除承销费用及佣金以及公司就悉数行使超额配售权而应付的估计开支 后，公司将因发行超额配售股份而收取额外募集资金净额 697.0 百万港元。公司 拟按招股章程"未来计划及所得款项用途"一节所载的用途按比例使用额外募 集资金净额。 二、稳定价格行动及稳定价格期结束情况 本次发行有关全球发售的稳定价格期已于 2026 年 2 月 7 日（星期六）（即递 交香港公开发售申请截止日期后第 30 日）结束。稳定价格经办人华泰金融控股 （香港）有限公司、其联属人士或代其行事的任何人士于稳定价格期内采取的稳 定价格行动如下： 1. 于国际发售 ...