Hot Trades in Hong Kong Stocks (8.7)｜ Chip Stocks Rebound Strongly, Apple Supply Chain Follows; Xiaomi and Pharmaceuticals Retreat Under Pressure
Hot Industry Trends and Related Hong Kong Stocks on August 7
Chip & Semiconductor
Hong Kong semiconductor stocks opened lower in early trading session but rebounded strongly,$INNOSCIENCE(02577.HK) surged over 10% at one point,$SMIC(00981.HK) rose over 3%. Earlier, Innoscience announced a collaboration with$NVIDIA(NVDA.US) to promote the adoption of 800V DC power architecture in AI data centers.
Is the industry's spring coming?Guosen Securities pointed out that the semiconductor industry remains highly prosperous, especially the server and switch chains driven by computing power demand. Global chip inventories have been largely cleared, and consumer electronics demand is also recovering. Hong Kong chip stocks are undervalued and have strong rebound potential!
Focus Opportunities
$INNOSCIENCE(02577.HK)
$HUA HONG SEMI(01347.HK)
$SOLOMON SYSTECH(02878.HK)
$SMIC(00981.HK)
$SHANGHAI FUDAN(01385.HK)
Gaming Stocks
Macau gaming stocks surged collectively!$GALAXY ENT(00027.HK) and$SANDS CHINA LTD(01928.HK) led the rally, with institutions continuously raising profit expectations. Why so bullish?Tourists are spending big! HSBC Global Research reported that the summer peak season and the return of high-spending tourists drove Macau's July gaming revenue up 19% YoY, exceeding expectations!With the Mid-Autumn Festival and National Day holidays approaching, gaming demand is expected to remain strong. HSBC directly raised its forecast for Macau's second-half gaming revenue growth by 9 percentage points to 16%.
Focus Opportunities
$SANDS CHINA LTD(01928.HK)
$SJM HOLDINGS(00880.HK)
$NAGACORP(03918.HK)
$GALAXY ENT(00027.HK)
$MGM CHINA(02282.HK)
$WYNN MACAU(01128.HK)
$MELCO INT'L DEV(00200.HK)
Apple Concept Stocks
Apple surged 5% overnight in the U.S., and its Hong Kong suppliers rallied at the open!$FIT HON TENG(06088.HK) and$COWELL(01415.HK) rose over 10% at one point, with Sunny Optical and AAC Technologies also gaining.On August 6, Apple announced on its official website that it will invest an additional $100 billion in the U.S., bringing its total U.S. investment to $600 billion over the next four years.
Focus Opportunities
$FIT HON TENG(06088.HK)
$COWELL(01415.HK)
Pharmaceutical Stocks Retreat Collectively
Innovative drug stocks led the decline,$CSPC PHARMA(01093.HK) plunged 8% at one point,$WUXI APPTEC(02359.HK) and$INNOVENT BIO(01801.HK) also fell over 4%. Trump earlier announced that new tariffs on Chinese semiconductors, chips, and pharmaceuticals could be imposed as early as next week. TF Securities previously noted that it remains optimistic about the long-term development of China's innovative drug industry, with domestic demand stability gradually improving.
Focus Opportunities
$CSPC PHARMA(01093.HK)
$WUXI APPTEC(02359.HK)
$INNOVENT BIO(01801.HK)
$INNOCARE(09969.HK)
$TIGERMED(03347.HK)
Individual Stock Movements
$XIAOMI-W(01810.HK) plunged 5% intraday, hitting a two-month low. Xiaomi is set to announce its Q2 2025 results on August 19, with Jefferies warning that smartphone sales may drag down performance.
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