According to the AI Chip Economics APP, the Hang Seng Index fell 1.34% at midday, and the Hang Seng Tech Index fell 1.15%.

It is rumored that the USA is considering restricting the sale of AI chips to some countries; institutions expect AI and localization to drive semiconductor demand. Semiconductor stocks rebounded in the morning, with Shanghai Fudan (01385) up 2.18%; Semiconductor Manufacturing International Corporation (00981) up 4.32%; Hua Hong Semi (01347) up 0.43%.

CNI data factor index-related policies were intensively released, GDS Holdings-SW (09698) rose by 7.39%.

The property market is lackluster in September, with all mainland real estate stocks falling. R&F Properties (02777) dropped by 5%; Shimao Group (00813) fell by 4.38%; Agile Group (03383) fell by 2.91%; Sunac (01918) fell by 4.4%.

The Ministry of Finance plans to increase the debt ceiling on a large scale at one time, causing bad debt management concept stocks to fall in the morning. China Cinda (01359) transferred the debt rights of two companies for 0.53 billion, involving multiple project sites or assets in Fuzhou, dropping by 10.80%; Zhongxin Financial Assets (02799) fell by 5.97%.