Changes in Hong Kong stocks | Chip stocks are reversing the market and the technology sector is being upgraded, and the semiconductor industry has recently ushered in multiple catalysis

The Zhitong Finance App learned that chip stocks rose against the market. As of press release, Huahong Semiconductor (01347) rose 2.2% to HK$83.55; SMIC (00981) rose 1.61% to HK$78.8.

According to the news, the game between major powers in the field of science and technology has escalated. On October 8, the “Special Committee” of the US House of Representatives issued an important report on semiconductor export control involving China; on October 10, the China General Administration of Market Regulation opened an investigation against Qualcomm because its acquisition of Autotalks allegedly violated anti-monopoly laws; on October 10, Trump issued a document stating that he would impose 100% tariffs on China and implement new export controls on key software products; from October 15 to 17, the 2025 Bay Area Semiconductor Industry Ecological Expo will be held in Shenzhen. The director of the Shenzhen Development and Reform Commission said that Xinkailai will bring a surprise.

Zheshang Securities pointed out that computing power has become a new engine driving a new round of scientific and technological revolution and industrial transformation. There is no time to delay when semiconductors are autonomous and controlled. China's local manufacturing, semiconductor equipment, computing power chips, etc. are expected to accelerate growth through this window. Huaxi Securities, on the other hand, pointed out that the rare earth control policy covers semiconductors for the first time, and may have an impact on overseas chip manufacturing processes.