According to the Futu News App, semiconductor stocks rebounded in early trading. As of press time, Hua Hong Semiconductor (01347) rose 3.66% to HKD22.65; HG Semiconductor (06908) rose 2.06% to HKD0.495; Semiconductor Manufacturing International Corporation (00981) rose 1.98% to HKD17.54; Shanghai Fudan (01385) rose 1.5% to HKD12.18.

In terms of news, after three consecutive falls, Nvidia rebounded significantly, with a rise of about 6.8% overnight, and its total market value returned to above 3 trillion US dollars. The stock fell more than 6% on Monday, marking its biggest single-day drop since a 10% drop on April 19. Thierry Wizman, global interest rate and currency strategist at Macquarie, said, "The story of artificial intelligence is still in its infancy and will continue."

Tianfeng Securities recently released a research report stating that the semiconductor industry cycle is currently at a relatively low range. The bank believes that in the short term, sensitivity to changes in demand should be increased, and varieties that are expected to recover financially first should see improvements first. In terms of innovation, it is expected that artificial intelligence/satellite communication/MR will be major industry trends, and individual stocks in the industry chain are expected to continue to reflect thematic opportunities with technological innovation progress.