招银国际称，中央近期推出刺激政策，中国市场(A股和H股)大幅上涨，半导体和通信板块大幅上涨。截至2024年9月底，半导体板块指数大涨15.5%。9月23日至9月30日，半导体A股集团和光/电信集团股价平均涨幅分别为37%和32%。招银国际预计半导体行业或有重新估值的机会。市场势头短期内可能持续，尤其是香港上市的半导体股。On Friday, the U.S. stock market opened, with ACM Research (ACMR.US) opening significantly higher by over 10%, as of the time of drafting, it is up 10.42% to $20.87, with a trading volume of $55.35 million.
According to Wisdom Finance, the U.S. stock market opened on Friday, with ACM Research (ACMR.US) opening significantly higher by over 10%, as of the time of drafting, it is up 10.42% to $20.87, with a trading volume of $55.35 million.
On the news front, today the semiconductor sector in the Hong Kong stock market saw an overall increase exceeding 50%, ranking as the top sector in terms of market gain in Hong Kong. Among them, HG Semi's increase once expanded to over 270%.
Zhong Yin International stated that the recent introduction of stimulus policies by the central government has led to significant increases in the Chinese market (A-shares and H-shares), with substantial gains in the semiconductor and communications sectors. By the end of September 2024, the semiconductor sector index soared by 15.5%. From September 23 to September 30, the average price increase for semiconductor A-shares and optical/telecom shares was 37% and 32% respectively. Zhong Yin International expects there may be an opportunity for a revaluation of the semiconductor industry. The market momentum may continue in the short term, especially for semiconductor stocks listed in Hong Kong.