Understanding the Market | Chip Stocks Continue Recent Uptrend, Shanghai Fudan Rises Over 4%, Hua Hong Semiconductor Rises Over 3%
Chip stocks continue their recent upward trend. As of the time of publication, Shanghai Fudan is up 4.71%, trading at HKD 43.6; Hua Hong Semiconductor is up 3.12%, trading at HKD 89.2; HG SEMI is up 1.92%, trading at HKD 0.53; SMIC is up 1.75%, trading at HKD 84.25. Huaxin Securities pointed out that domestic technology assets are rapidly appreciating, especially core AI computing assets are experiencing rapid value growth. This is mainly due to the domestic investment in high-end AI computing gradually becoming industrialized and undergoing rapid iteration. The era of domestic AI chips has arrived, with the domestic AI industry chain achieving full integration from upstream advanced processes to advanced packaging, and downstream model acceleration and iteration upgrades by Byte, Alibaba, and Tencent. There is a strong optimism regarding the accelerated breakthroughs in domestic AI computing facilities. Minsheng Securities stated that under the backdrop of major power technology competition, the trend of core software and hardware localization is inevitable. Domestic computing power is expected to resonate with domestic software, jointly promoting the construction of a localized ecosystem, thereby achieving the important goal of high-level technological self-reliance and strength
According to Zhitong Finance APP, chip stocks continue their recent upward trend. As of the time of publication, Shanghai Fudan (01385) rose by 4.71%, trading at HKD 43.6; Hua Hong Semiconductor (01347) increased by 3.12%, trading at HKD 89.2; HG SEMI (06908) rose by 1.92%, trading at HKD 0.53; and SMIC (00981) increased by 1.75%, trading at HKD 84.25.
Huaxin Securities pointed out that domestic technology assets are rapidly appreciating, especially core AI computing power assets, which are experiencing rapid value growth. This is mainly due to the domestic investment in high-end AI computing power gradually becoming industrialized and undergoing rapid iteration. The era of domestic AI chips has arrived, with the domestic AI industry chain achieving full connectivity from upstream advanced processes to advanced packaging, and downstream model acceleration iterations by Byte, Alibaba, and Tencent. There is a strong outlook for the accelerated breakthroughs in domestic AI computing power facilities. Minsheng Securities stated that under the backdrop of major power technology competition, the trend of core software and hardware localization is inevitable. Domestic computing power is expected to resonate with domestic software, jointly promoting the construction of a localized ecosystem, thereby achieving the important goal of high-level technological self-reliance and strength
