Hot Trades in Hong Kong Stocks (8.8)｜Gold Sector Rises Across the Board on Tariff Catalysts, SMIC Leads Decline by 6%

August 8 Hot Trading Industry Trends and Related Hong Kong Stocks

Gold sector generally rises

On August 8,$LAOPU GOLD(06181.HK) rose nearly 4% again. On the news frontThe new US tariff policy precisely targets 1 kg gold bars, Swiss refineries face a 39% tariff on exports to the US, which may disrupt the global gold market structure.

Related industry stocks

$CHIFENG GOLD(06693.HK)

$TONGGUAN GOLD(00340.HK)

$ZHAOJIN MINING(01818.HK)

$ZIJIN MINING(02899.HK)

$LINGBAO GOLD(03330.HK)

$CHI SILVER GP(00815.HK)

$SD GOLD(01787.HK)

Semiconductor sector generally falls

$SMIC(00981.HK) fell over 6% today, Q2 sales revenue increased by 16.2% year-on-year, net profit decreased by 19% year-on-year. Although revenue maintained a strong growth trend year-on-year, net profit declined significantly. CITIC Securities pointed out that the current bottleneck in domestic computing power is mainly on the supply side, considering the subsequent iteration and increased difficulty in research and development, the company has significant advantages and is expected to maintain its leading position in China.

Related industry stocks

$CE HUADA TECH(00085.HK)

$SMIC(00981.HK)

$INNOSCIENCE(02577.HK)

$BATELAB(02149.HK)

$FORTIOR(01304.HK)

$HUA HONG SEMI(01347.HK)

$HORIZONROBOT-W(09660.HK)