China Southern CSI 500 Information Technology ETF

Hua Hong Semiconductor Reports Q1 2026 Results: Revenue Up 22%, Announces $6 Billion Expansion for Fab9B

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

BofA upgrades Hua Hong target price to $63 but reiterates Underperform rating on Q1 results

CLSA raises Huahong Semiconductor target price and valuation multiples, maintains outperform rating

CITIC International and Goldman Sachs Maintain Buy Ratings on Hua Hong Semiconductor with Target Prices of 145 HKD and 152 HKD

Morgan Stanley Maintains Hold Rating on Hua Hong Semiconductor with Target Price of HKD 88.00

Six Brokers Show Mixed Sentiment on Hua Hong Semiconductor Ratings and Price Targets

SMIC and Hua Hong Release 2026 Q1 Earnings, Both Raise Q2 Revenue Guidance

BOC International Maintains Buy Rating on Hua Hong Semiconductor and Raises Target Price to HK$152.4

CLSA Raises Hua Hong Semiconductor Target Price to 147.6 HKD, Citing AI and Domestic Substitution

Hua Hong Semiconductor holds AGM, approves name change to Hua Hong Grace Semiconductor and share buyback plan

Hua Hong Semiconductor Reports Q1 2026 Net Profit of $20.9 Million with 22.2% Revenue Growth

Hua Hong released FY2026 Q1 earnings on May 14 After-Market (BJT), actual revenue CNY 4.625 B (forecast CNY 4.56 B), actual EPS CNY 0.08 (forecast CNY 0.1433)

CLSA Reiterates Outperform Ratings and Target Prices for Semiconductor Companies

Hua Hong to release FY2026 Q1 earnings on May 14 After-Market (BJT), forecast revenue CNY 4.506 B, EPS CNY 0.1433

Morgan Stanley Maintains Huahong Semiconductor 'In-Line' Rating

TFME released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 7.482 B (forecast CNY 6.947 B), actual EPS CNY 0.2168 (forecast CNY 0.1015)

US Orders Multiple Chip Equipment Companies to Halt Shipments to HuaHong's Factories

CLSA Reports Resurgence in Analog Chip Demand, Upside for SMIC and Hua Hong

512330

159899

562930

<p>On April 14, 2026, the IT services and software development sector performed strongly, with the CSI Software Services Index rising by 1.53%. The rapid growth of AI applications has driven demand for computing power, especially for high-end computing power. Supported by policies, the computing power leasing business model is undergoing transformation, and the software ETF from Harvest provides investors with an opportunity to enter the AI software market</p>

腾讯新闻 - 财经

China Merchants CSI All Share Software ETF

E Fund CSI Software Services ETF

The explosive growth of AI applications continues to drive demand for computing power, and the software ETF, Harvest, is positioning itself for investment opportunities in AI software

159890

<p>In the first two months of 2026, the software and information technology services industry in mainland China performed well, with software business revenue reaching RMB 2.15 trillion, a year-on-year increase of 11.7%. However, the total profit growth rate slowed, reaching RMB 269.3 billion, a year-on-year increase of 7.3%. Software business exports grew significantly, reaching USD 10.38 billion, a year-on-year increase of 12.7%. Information technology service revenue was RMB 1.45 trillion, a year-on-year increase of 13.1%, accounting for 67.2% of the industry's total revenue. Revenue from cloud computing and big data services was RMB 280.9 billion, a year-on-year increase of 11.4%</p>

AASTOCKS

China Merchants CSI Cloud Computing and Big Data Theme ETF

The software industry in mainland China experienced steady revenue growth in the first two months, while the total profit growth momentum has slowed down

China Southern CSI 500 Information Technology ETF(512330.SH)

The explosive growth of AI applications continues to drive demand for computing power, and the software ETF, Harvest, is positioning itself for investment opportunities in AI software

The software industry in mainland China experienced steady revenue growth in the first two months, while the total profit growth momentum has slowed down