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Fortune News on January 14 news, U. S. stocks fell overnight, Hong Kong stocks opened lower today. As of press time, the Hang Seng Index fell 0.79%, or 193 points, to 24236, while the Hang Seng Technology Index fell 1.69%.
Some Hong Kong semiconductor stocks rose.Crystal Gate Semiconductor (02878.HK) $、$Hua Hong Semiconductor (01347.HK) $、Shanghai Fudan (01385.HK) $Increase by more than 3%$ASM Pacific (00522.HK) $、$Semiconductor Manufacturing International Corporation (00981.HK) $Follow the rise.
Taiwan Semiconductor Manufacturing Co Ltd released better-than-expected results on Jan. 13, with revenue reaching an unprecedented $56.82 billion in 2021, up 24.1% from a year earlier. At the same time, Taiwan Semiconductor Manufacturing Co Ltd raised his capital expenditure this year to 33% to 46%, or $40 billion to $44 billion. Among them, 70% to 80% include 2 nm and other advanced process investment.
Huatai commented that Taiwan Semiconductor Manufacturing Co Ltd's guidance in 2022 is strong, and the growth rate continues to improve compared with 2021, reflecting that industrial capacity is expected to continue to improve in 2022, and it is suggested that attention should be paid to investment opportunities for valuation repair of contract manufacturing enterprises; and investment opportunities for semiconductor equipment companies and semiconductor materials such as silicon wafers.
Huatai also pointed out that major contract manufacturers are still likely to continue to raise contract prices in 2022, and suggested that investors continue to pay attention to the impact of higher contract manufacturing costs on the profitability of chip design companies, as well as the ability of chip design companies to increase downstream transmission costs.
$time Electric (03898.HK) $It rose more than 5% to HK $43.3.
According to a research report released by Shenwan Hongyuan, during the 14th five-year Plan period, the national network plans to build UHV projects with "24 deliveries and 14 direct lines", involving more than 30,000 kilometers of lines and a converter capacity of 340 million KVA, with a total investment of 380 billion yuan. This year, the national network plans to start construction of a total of 13 UHV lines with 10 deliveries and 3 direct lines. With the high technical content of UHV core equipment, strong customer stickiness and good competition pattern, UHV core equipment will continue to benefit with the acceleration of UHV construction.
Evergrande concept stocks strengthen$China Evergrande New Energy Vehicle (00708.HK) $Increase by more than 7%$Hengteng Network (00136.HK) $、$China Evergrande Group (03333.HK) $Increase by more than 1%$Evergrande Property Services (06666.HK) $涨0.77%。
On January 12, Evergrande official Xuan, China Evergrande New Energy Vehicle Hengchi five first cars have been officially off the line, 12 days ahead of schedule. This is the first model launched by China Evergrande New Energy Vehicle, Hengchi 5 is located in the A-class SUV, the price is less than 200000 yuan, for the standard Audi Q3, BMW X1 and other models, NEDC mileage of more than 700km. Positioning low and cheap models for the China Evergrande New Energy Vehicle family.
Hong Kong shares of health care equipment rose$Chunli Medical (01858.HK) $Increase by more than 13%$Kai Ming Medical-B (02500.HK) $Increase by more than 4%$Nuohui Health-B (06606.HK) $It's up more than 3%.
On the news side, the Shenzhen Stock Exchange announced that as Chunli Medical's corresponding A-shares have been listed for 10 trading days and its price stability period in the Hong Kong market has ended, according to the relevant regulations, the list of Hong Kong Stock Connect shares has been adjusted and will be transferred to Chunli Medical from today.
According to the Futuo Niuniu Hong Kong stock trading hot list today, the top stocks include Sunac China, Tencent, BABA, China Evergrande New Energy Vehicle, Meituan, XIAOMI Group, Kuaishou Technology, CNOOC Limited and so on.
Screenshot from: Futuo Niuniu APP market-market-opportunity-popularity list
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