Core Viewpoint - The semiconductor sector is experiencing a rebound, with significant stock price increases for various companies, driven by strong demand for AI computing power and upcoming earnings reports from major players in the wafer foundry industry [1] Group 1: Stock Performance - Lanke Technology (06809) increased by 52.31%, reaching HKD 162.8 [1] - Zhaoyi Innovation (03986) rose by 10.5%, reaching HKD 311.4 [1] - Huahong Semiconductor (01347) gained 5.89%, reaching HKD 105.1 [1] - SMIC (00981) saw a rise of 4.29%, reaching HKD 70.5 [1] Group 2: Upcoming Earnings Reports - SMIC is scheduled to release its financial report on February 10 [1] - Huahong Semiconductor will publish its earnings on February 12 [1] Group 3: Industry Growth - The global wafer foundry industry remains robust, driven by rapid growth in AI computing demand [1] - TSMC is projected to achieve a revenue of NT$1.05 trillion in Q4 2025, marking a year-on-year increase of 20.45% and setting a record for quarterly revenue [1] - TSMC's annual revenue is expected to grow by 31.60%, reaching NT$3.81 trillion [1] Group 4: Price Increases in Chip Industry - A price increase trend is spreading across the semiconductor supply chain, with domestic chip manufacturers like Guokewai, Zhongwei Semiconductor, and Yinjixin announcing price hikes of up to 80% [1] - The price increase covers key areas such as memory, MCU, and analog chips [1] - Analysts predict that the upward price trend for domestic chips will continue into the first half of 2026, with potential for more companies to follow suit [1]

北水净买入最多的个股是腾讯(00700)、南方恒生科技(03033)、中国移动(00941)。北水净卖出最多的个股是盈富基金 (02800)、中芯国际(00981)、阿里巴巴-W(09988)。 港股通(深)活跃成交股 智通财经APP获悉，2月3日港股市场，北水成交净买入9.52亿港元，其中港股通(沪)成交净买入17.33亿港元，港股通(深) 成交净卖出7.81亿港元。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 64.50亿 | 42.48亿 | 106.98亿 | | HK 00700 | | | +22.02亿 | | 阿里巴巴-W | 29.05亿 | 34.92 Z | 63.97 亿 | | HK 09988 | | | -5.87 亿 | | 中芯国际 | 15.13亿 | 23.19 乙 | 38.32亿 | | HK 00981 | | | -8.06 Z | | 盈富基金 | 7802.83万 | 26.36亿 | 27.14亿 | | HK 02800 | | | -25.58 ...