Hwabao WP CSI HK Connect Information Technology Composite ETF

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159516

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159131

Citi upgraded SMIC, China's largest chipmaker, to Buy, citing strong domestic chip localization and rising AI demand. SMIC reported Q1 revenue of $2.5 billion, up 12% year-on-year, with a gross margin of 20.1%. The company expects Q2 revenue growth of 14-16% and improved margins. Despite challenges like a memory supply crunch and geopolitical tensions, SMIC is positioned to benefit from China's push for technological self-sufficiency.

- Citi upgraded SMIC, China's largest semiconductor company, to Buy, citing strong domestic chip localization, rising AI demand, and improving pricing power.  
- The company reported a first-quarter revenue of $2.5 billion, up 12% year-on-year, with an improved gross margin of 20.1%.  
- SMIC's outlook for the second quarter indicates revenue growth of 14–16% sequentially, bolstered by increasing demand for various chip types amid challenges such as geopolitical tensions and a memory supply crunch.

Investing

SMIC

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ICBCCS CNI HK Connect Technology ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

SMIC HK SDR 5to1

Buy this China chip stock, Citi says

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DBS analyst Jim Hin Kwong Au has maintained a Buy rating for Semiconductor Manufacturing International (0981) with a price target of HK$87.40. The analyst, known for a 30.1% average return and 69.23% success rate, is part of a Strong Buy consensus for the stock, which has an average price target of HK$89.65.

- A report from Jim Hin Kwong Au at DBS maintains a Buy rating on Semiconductor Manufacturing International with a price target of HK$87.40.  
- Au is a 5-star analyst with an average return of 30.1% and a 69.23% success rate, focusing on the Technology sector.  
- The general analyst consensus for Semiconductor Manufacturing International indicates a Strong Buy rating with an average price target of HK$89.65.

Tip Ranks

XI2CSOPHSTECH

Micron Tech

BYD ELECTRONIC

ASMPT

New Buy Rating for Semiconductor Manufacturing International (0981), the Technology Giant

M Stanley rated SMICas Overweight, citing strong 2Q guidance with expected revenue growth of 14% to 16% QoQ. 1Q revenue was USD2.51 billion, up 1% QoQ and 11% YoY, with a gross margin of 20.1%. Net profit was USD197 million, up 14% QoQ but below expectations due to reduced subsidies. The broker highlights SMIC's role in China's AI GPU supply chain and maintains a target price of HKD70.

AASTOCKS News

Morgan Stanley

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

M Stanley: SMIC  2Q Guidance Strong, Rated Overweight

SMIC opened 3.4% higher at HKD73.9 following a 5% YoY increase in 1Q net profit to USD197 million and an 11.5% rise in revenue to USD2.51 billion. The company expects 2Q revenue growth of 14-16% QoQ and a gross margin of 20-22%, aided by price hikes for tight-supply products, according to Co-CEO.

SMIC Opens 3.4% Higher as 1Q Net Profit Hikes 5%; Co-CEO Says Price Hikes Agreed for Tight-Supply Products

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华虹半导体（1347.HK）现价 135.300，当日 +13.70%，盘中股价创历史新高，市值 2340 亿。作为港股半导体龙头，受益于港股早盘整体反弹及芯片板块强势领涨，芯片及存储股市场热度提升，相关公司如中芯国际亦大涨。近期无重大公告，涨幅或与板块轮动及资金追捧有关。

Movers Alert

HUA HONG SEMI

Guotai CSI All Share Integrated Circuit ETF

Hua Hong

Hua Hong Semiconductor Hits All-Time High

159137

520690

513120

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As of April 16, 46 Hong Kong stock thematic funds have been launched this year, doubling the number from the same period last year. Currently, 11 Hong Kong stock thematic funds are being issued, with another 4 set to start soon. In terms of investment direction, technology and healthcare sectors have attracted significant attention, particularly the Hong Kong Connect Information Technology Thematic ETF and multiple medical thematic ETFs currently under issuance

Wallstreetcn

Hwabao WP CSI Hong Kong Connect Medical Treatment Thematic ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

ChinaAMC CSI Hong Kong Connect Medical Treatment Thematic ETF

Huaan Hang Seng SCHK Technology ETF

Penghua CSI HK Connect Health Care Composite ETF

Dacheng Hang Seng Technology ETF(QDII)

E Fund Hang Seng SCHK Innovative Drug ETF

Bosera Hang Seng Health Care ETF(QDII)

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Tianhong Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

CSOP HEALTHCARE

E Fund CSI Hong Kong Connect Medical Treatment Thematic ETF

CSOP HS TECH

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

Hang Seng TECH ETF I

Tianhong CSI Robot ETF

Focusing on Technology and Healthcare Sectors, 46 Hong Kong Stock Thematic Funds Launched This Year

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159198

Hong Kong's large model stocks rose, with KNOWLEDGE ATLAS up nearly 14% and MINIMAX up over 9%

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Fullgoal CSI HK Connect Information Technology Composite ETF

CAM HKUS AI ETF

Guotai CSI HK Equities Technology ETF

Hwabao WP HK Connect Hang Seng China (Hong Kong-listed) 30 ETF

Hwabao CSI HK Equities Internet ETF

KNOWLEDGE ATLAS

Fullgoal CSI HK Equities Internet ETF

520570

SOXX

The Hang Seng Index opened up 2.61%, and the Hang Seng Tech Index rose 2.95%. HUA HONG SEMI increased by over 8%, SMIC rose by over 7%, and Bilibili and JD Health both rose by over 5%. The market carries risks, and investment should be approached with caution. This article does not constitute personal investment advice, and users should assess investment risks independently

华尔街见闻资讯

China Southern Hang Seng TECH ETF(QDII)

iShares Semiconductor ETF

GX HS TECH

E Fund Hang Seng Technology ETF(QDII)

Hang Seng Index

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

Bilibili

BILIBILI-W

The Hang Seng Index opened up 2.61%, and the Hang Seng Tech Index rose 2.95%

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On April 1st, the AH market rebounded significantly, with the Hong Kong stock chip industry chain rising over 3%. Hwabao Information Technology ETF (159131) opened sharply higher in the morning, becoming the first ETF focused on Hong Kong stocks in the chip sector. Semiconductor Manufacturing International Corporation (SMIC) released its 2025 annual report, with operating revenue of 67.323 billion yuan, a year-on-year increase of 16.49%; net profit of 5.041 billion yuan, a year-on-year increase of 36.3%. Galaxy Securities analysis believes that the low valuation of Hong Kong stocks attracts risk-averse funds, and the AI industry is entering a high-intensity expansion cycle

腾讯新闻 - 财经

MAXIC

EverProX

The AH market rebounds significantly, especially in chips! The Hong Kong stock market's chip industry chain surges by 3%, leading the charge

Hwabao WP CSI HK Connect Information Technology Composite ETF(159131.SZ)

Buy this China chip stock, Citi says

New Buy Rating for Semiconductor Manufacturing International (0981), the Technology Giant

M Stanley: SMIC 2Q Guidance Strong, Rated Overweight

SMIC Opens 3.4% Higher as 1Q Net Profit Hikes 5%; Co-CEO Says Price Hikes Agreed for Tight-Supply Products

Hua Hong Semiconductor Hits All-Time High