China Southern CSI Semiconductor Industry Custom ETF

588170

159325

159995

512760

512480

588780

Research-oriented fund managers take over, focusing on core manufacturing, emphasizing valuation repair and performance realization

Wallstreetcn

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Has the "valuation pullback" phase passed? Huaxia Fund's Gu Xinfeng boldly speaks in the quarterly report

159667

588850

159998

512720

516960

Morgan Stanley pointed out in its report that the Chinese industrial sector will develop around the diffusion of AI technology, industrial upgrades, and globalization progress in 2026. It is optimistic about the market share growth opportunities for ZEEKR, setting a target price of 37 yuan and giving it an "Overweight" rating. It is expected that under the drive of industrial upgrades and AI technology, the fundamentals of China's capital goods will recover, and profit margins and return on equity will expand. The application of AI will accelerate in 2026, marking a new phase in the adoption of AI technology

AASTOCKS

Guotai CSI Machine Tool ETF

Harvest SSE STAR Industrial Machinery ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

Guotai CSI Subdivision Mechanical Equipment Industry Theme ETF

Morgan Stanley: AI diffusion and industrial upgrading drive growth, optimistic about ZEEKR target price of 37 yuan

SOXX

The stock market experienced a significant rally today, fueled by positive international trade news. President Trump announced the suspension of planned tariffs on EU countries, leading to gains in major U.S. stock indexes: the Dow Jones rose 1.2% to 49,077.23, the S&P 500 increased 1.16% to 6,875.62, and the Nasdaq climbed 1.18% to 23,224.82. Retail traders and investors focused on top trending stocks throughout the day.

- The stock market experienced a notable rally due to positive international trade developments, including President Donald Trump's suspension of planned tariffs on the European Union.  
- Major U.S. stock indexes rose, with the Dow Jones increasing by 1.2% to 49,077.23, the S&P 500 up 1.16% to 6,875.62, and the Nasdaq adding 1.18% to 23,224.82.  
- This market movement attracted significant attention from retail traders and investors.

VanEck Semiconductor ETF

Invesco QQQ Trust

SPDR S&P Semicon

iShares Semiconductor ETF

This chip stock is trending today: Here's why

SOXL

The market's risk appetite sentiment has transmitted from the overnight U.S. stock market to the Asia-Pacific region, with the South Korean Composite Index soaring by 2% and the Nikkei 225 Index rising by 1.87%, with chip stocks being the core driving force. Meanwhile, safe-haven assets such as precious metals have retreated, with spot gold falling nearly 1% in the Asia-Pacific early session, dropping below the $4,800 mark. Spot silver has also declined by 0.8%

- Following President Trump’s decision to avoid additional tariffs on Europe, the Asian markets experienced a risk-on sentiment, with the South Korean composite index surging by 2% and the Nikkei 225 rising by 1.87%, led by semiconductor stocks.  
- Strong demand in the semiconductor sector was driven by Nvidia’s CEO highlighting the need for trillions in AI infrastructure investment, resulting in a notable rise in stocks like Japan's Disco and South Korean giants Samsung Electronics and SK Hynix.  
- As tensions eased, safe-haven assets like gold and silver faced declines, with gold falling nearly 1% to below $4,800 amid a subdued cryptocurrency market following the postponement of a proposed cryptocurrency bill by the U.S. Congress.

Direxion Semicon Bull 3X

MS&AD Insurance Group Holdings, Inc.

Harvest CSI All Share Integrated Circuit ETF

Daiwa Securities Group, Inc.

China Merchants CSI Semiconductor Industry ETF

Sumitomo Mitsui Trust Holdings, Inc.

Harvest SSE STAR Chip ETF

Pro Ultrshrt Yen

Trump TACO boosts the Asia-Pacific stock market, chip stocks surge, South Korean stocks break through the 5000 mark! Gold falls below 4800

Iste Wins Semiconductor Automation Equipment Sales Order from SK Hynix

marketscreener

Invesco Semiconductors ETF

Iste Wins Semiconductor Automation Equipment Sales Order from SK Hynix

36Kr learned that the Hang Seng Index opened up 0.62%, and the Hang Seng TECH Index rose 0.85%; the semiconductor, durable consumer goods, and media sectors led the gains, with GIGADEVICE rising over 7%, POP MART, Kuaishou, and DAMAI ENT rising over 1%; the non-ferrous metals, food, and machinery sectors weakened, with Universal Gold Group falling over 8%, ChaoDa Modern falling over 5%, and Zoomlion falling over 1%

36Kr

GIGADEVICE

Penghua CSI Media ETF

Hang Seng TECH Index

DAMAI ENT

POP MART

Hang Seng Index

ChinaAMC CSI Animation Game ETF

The Hang Seng Index opened up 0.62%, and the Hang Seng TECH Index rose 0.85%

Polar Light Technologies AB has secured over €5 million in funding, led by J2L Holding AB, to accelerate the commercialization of its micro-LED technology. The funds will support the launch of its initial products, including small HUD displays and applications in smart glasses and wearables. CEO Oskar Fajerson emphasized the potential of micro-LEDs as the future of display technology, while J2L Holding's CEO Johan Lindh noted Polar Light's leadership in making micro-LED displays more accessible. The company previously showcased its prototypes at industry events in 2025.

SemiConductor

ISHRS S&P Glb It

GF Fund CSI Semiconductor Material Equipment Theme ETF

First Trust Nasdaq Food & Semicon

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Polar Light raises €5m+ funding to accelerate micro-LED commercialization

AMRO's quarterly update projects the ASEAN+3 economy to grow by 4.3% in 2025 and moderate to 4.0% in 2026, with inflation at 0.9% and 1.2% respectively. The region's growth is supported by resilient technology exports and strong investment, despite external uncertainties like US trade policy and potential protectionist measures. Risks remain, including a slowdown in technology demand and financial market volatility. Maintaining policy readiness and diversifying growth drivers are crucial for long-term resilience. The 2026 AREO report is set for release in April 2026.

- AMRO released the quarterly update of the ASEAN +3 Regional Economic Outlook, projecting a 4.3% growth for 2025 and a slowdown to 4.0% in 2026, with inflation expected at 0.9% and 1.2% respectively.  
- The growth outlook was raised by 0.2 percentage points compared to the previous update, driven by lighter tariff impacts, robust tech export growth, strong investment in ASEAN, and loose macroeconomic policies.  
- While risks to the outlook have balanced, high uncertainty remains due to unpredictable U.S. trade policies and potential protectionism, stressing the need for diversified growth drivers and strengthened regional economic integration.

prnewswire

Avantis Emerging Markets Equity ETF

Global X Data Center & Dgtl Infrs ETF

iShares Core MSCI EM

BetaShares Holdings Pty Ltd.

FIL Ltd.

iShares MSCI EM Ex-China

iShares MSCI China

VG Em Mkts

iShares MSCI EM Market Asia

iShares MSCI Em

iShares US Digital Infrastructure and Real Estate ETF

iShares Emerging Markets Equity Factor ETF

Franklin Exponential Data ETF

Global X Cloud Computing ETF

Schw Em Mkt

PREMIA VIET

TRMSCIKOREA

SPDR Em Mkt

Yinhua MSCI China A ETF

The Vanguard Group, Inc.

PREMIA VIET-U

Proshares Big Data Refiners ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Em Asia

09:38 ET
			
			
				ASEAN+3 Region Expected to Grow at 4.0 Percent in 2026, External Uncertainty Remains Elevated

002741

Polar Light Technologies has achieved a breakthrough in nano-scale LED technology, unveiling its first series of nano-scale LEDs at SPIE Photonics West 2026. Utilizing a patented pyramidal architecture without traditional etching, the company has produced InGaN NanoLEDs measuring 500 nanometers and smaller. This innovation is expected to lead to ultra-small, monolithic full-color displays, enhancing the potential of MicroLED technology. CEO Oskar Fajerson highlighted this milestone as crucial for the industry, paving the way for new display types. Polar Light aims to bring its products to market by late 2026, supported by a recent €5 Million funding round.

fidelity

GHKJ

Polar Light Technologies achieves nano-scale LED; paves way to next-generation MicroLED / NanoLED devices

KengTeng Electronics had a small upward line at the end of yesterday's trading session, showing signs of unusual capital movement at low levels. The chip EDA sector is on the edge of sector rotation, and community risk appetite is warming up. With the initial signs of a bottom divergence structure emerging, short-term funds are eager to move. The key is whether the market can break through the first round of resistance with increased volume. If there is continuous unusual movement from the main funds to push the board, it is expected to trigger a new round of short-term speculative rally. Conversely, if the late-session surge is merely a "feint," the risk of a brief spike followed by a pullback still exists. The chip sector has been hot this year, and those looking to seize rebounds need to closely monitor intraday volume and price, entering and exiting quickly, with a focus on defense. It is suitable to aim for the main funds to ignite and "grab profits" rather than holding in a wait-and-see manner

Technical Forecast

Tianhong CSI Electronic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Penghua SSE STAR Semiconductor Material & Equipment Thematic ETF

Tianhong CSI Chip Industry ETF

Hwabao WP CSI Electronic 50 ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

CHOHO

Morning Trend | KengTeng Electronics pulls up at a low point, can the capital movement in chip EDA become a chapter?

Doubao is making a strong push towards the C-end

Acer has launched its first education Chromebooks, the Acer Chromebook Spin 311 and Acer Chromebook 311, powered by the MediaTek Kompanio 540 processor. These devices offer up to 15 hours of battery life, durability features, and fast WiFi 7 connectivity, making them suitable for K-12 students. The Spin 311 has a convertible design, while the 311 features a traditional clamshell design. Both models are designed to enhance learning experiences and reduce total ownership costs for schools, with modular components for easy repairs and maintenance.

03:20 ET
			
			
				Acer Debuts Its First Chromebooks for Students Powered by MediaTek Kompanio 540 Processor

Nolato AB's stock has declined 3.4% recently, but its fundamentals appear solid, particularly with a 14% return on equity (ROE), which is above the industry average of 11%. Despite this, the company has experienced a 11% decline in net income over five years, raising concerns about its earnings growth potential. Nolato has a high payout ratio of 73%, limiting reinvestment in the business. Analysts predict future earnings growth, despite past declines, suggesting potential for improvement if the company adjusts its profit retention strategy.

Simplywall

Nolato AB (publ)'s (STO:NOLA B) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?

Cathie Wood's Ark Invest made significant investments on January 20, 2026, acquiring $10.8 million in Broadcom shares, alongside stakes in WeRide, BYD, and AMD. The ARK Innovation ETF purchased 32,408 shares of Broadcom, while the ARK Autonomous Technology & Robotics ETF added 577,099 shares of WeRide and 205,748 shares of BYD, which recently outperformed Tesla in EV sales. Additionally, the ARK Space & Defense Innovation ETF bought 3,165 shares of AMD, focusing on AI integration. Other trades included selling shares of Kratos Defense and buying shares of Trimble and Deere & Co.

- Ark Invest made substantial trades on Tuesday involving Broadcom, WeRide, BYD, and AMD across multiple ETFs.  
- The ARK Innovation ETF acquired shares of Broadcom after a downturn due to regulatory impacts, while the ARK Autonomous Technology ETF invested in WeRide, a robotaxi company expanding its fleet.  
- Additionally, ARKQ bought shares of BYD, which surpassed Tesla in EV sales despite profitability challenges, and ARKX invested in AMD, focusing on AI integration for growth.

benzinga_article

VG Info Tech

Roundhill AVGO WeeklyPay ETF

Leverage Shares 2X Long AVGO Daily ETF

GraniteShares 2x Long AVGO Daily ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

Direxion Daily AMD Bull 2X Shares

Ark Innovation ETF

BYD Company

China Southern CSI New Energy ETF

BYD Company Limited

WeRide

WERIDE-W

Invesco PHLX Semiconductor ETF

Defiance Daily Target 2X Long AVGO ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AVGO Bull 2X Shares

Broadcom

Cathie Wood Buys BYD Stock As Chinese EV Maker Crushes Tesla In Global Sales — Ark Loads Up On AMD, Broadcom Shares

09888

Baidu's stock rose 3.38% to $154.74 as its Ernie AI assistant surpassed 200 million users, reflecting significant growth in AI adoption. The company is also preparing for a Hong Kong IPO of its Kunlunxin chip unit, aiming to raise up to $2 billion. This strategic move is seen as essential for enhancing funding and accountability in the face of increasing competition and export restrictions on AI technology. Analysts predict substantial growth in Baidu's chip revenue, with projections of a sixfold increase by 2026.

- Baidu Inc. stock increased as the company reported over 200 million monthly active users for its Ernie AI assistant, which integrates with various platforms for user services.  
- Additionally, Baidu is preparing a Hong Kong IPO for its AI chip unit, Kunlunxin, aiming to raise up to $2 billion to enhance funding and accountability.  
- Analysts anticipate Kunlunxin's growth in the AI chip market, potentially increasing Baidu's chip revenue sixfold by 2026.

BIDU-SW

Why Is Baidu Stock Trading Higher Today?

China Southern CSI Semiconductor Industry Custom ETF(159325.SZ)

Has the "valuation pullback" phase passed? Huaxia Fund's Gu Xinfeng boldly speaks in the quarterly report

Morgan Stanley: AI diffusion and industrial upgrading drive growth, optimistic about ZEEKR target price of 37 yuan

This chip stock is trending today: Here's why

Trump TACO boosts the Asia-Pacific stock market, chip stocks surge, South Korean stocks break through the 5000 mark! Gold falls below 4800

Iste Wins Semiconductor Automation Equipment Sales Order from SK Hynix