Ping An CSI Consumer Electronic Theme ETF

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588170

FTXL

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BOCOM International has raised its target price for HUA HONG SEMI to HKD145, citing improved revenue and gross margin forecasts. The company expects 2Q26 revenue between USD690M and USD700M, with a gross margin of 14%-16%. The report highlights potential price increases for NOR Flash and a significant investment in the 9B fab, which is projected to enhance capacity and ASP growth. BOCOM maintains a Buy rating, anticipating revenue of USD3.51B and USD3.96B for 2027 and 2028, respectively.

AASTOCKS News

HUA HONG SEMI

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

First Trust Nasdaq Food & Semicon

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

Hua Hong

BOCOM International Raises HUA HONG SEMI  TP to HKD145, Lifts Revenue and Gross Margin Forecasts

SOXX

AAC TECHshares rose over 4% following a report from M Stanley, which highlighted the mass production of new Cooling Distribution Units (CDUs) by its subsidiary, JYUNDSE16. The CDU products, designed for AI data centers, have a monthly production capacity of 400 units and are already being shipped to facilities in major Chinese cities. M Stanley maintains an Overweight rating on AAC TECH with a target price of HKD42, indicating positive growth potential linked to AI infrastructure development.

VanEck Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

iShares Semiconductor ETF

AAC TECH

Morgan Stanley

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AAC TECH  Up Over 4% as M Stanley Says New CDU Products Enter Mass Production to Capture AI Infrastructure Growth Opportunities

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On May 8th, at the close, AAC TECH's MACD daily line confirmed a bullish signal above the zero axis, with short-term buying power re-gathering, and the medium-term trend still pointing towards a strong direction. The trading volume that day was approximately HKD 202 million, with volume levels being moderately above recent averages, indicating a recovery in capital participation in the consumer electronics components sector. As a leader in the acoustic and haptic feedback field, AAC TECH's performance is often seen as a leading indicator of the smartphone industry's prosperity. On the news front, with the Apple WWDC conference approaching, the market is filled with expectations for innovative features in the new generation iPhone, and upgrades to edge-side AI functionalities may drive an increase in the unit value of acoustic and haptic modules. Meanwhile, several flagship new models from the Android camp are being released intensively, and as a core supplier, AAC TECH is expected to benefit from the initiation of the new product stocking cycle. The overall performance of the Hong Kong stock electronic equipment sector that day was mixed; semiconductor stocks weakened due to a pullback in U.S. chip stocks, but the components sector gained favor from funds due to order certainty. Sunny Optical Technology rose slightly by 0.45%, providing bottom support as the sector leader. From a technical perspective, the stock price is operating above the short-term moving averages, with the 5-day moving average sloping upwards, forming the first level of support. If trading volume continues to expand and breaks through recent highs, upward momentum is expected to accelerate. It should be noted that the overnight weakness in U.S. chip stocks may cause some emotional disturbance to the upstream of consumer electronics. The short-term trend is biased towards bullishness, with product cycles and technical signals forming a positive resonance. However, if the demand for consumer electronics terminals falls short of expectations or if the order rhythm from major clients is delayed, the current bullish expectations may face adjustments

Technical Forecast

T-Rex 2X Long Apple Daily Target ETF

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bull 2X Shares

Apple

SUNNY OPTICAL

Pre-market trend | AAC TECH (2018.HK) 5/8 Consumer electronics recovery, bullish signals emerging?

ams-OSRAM (OTCMKTS:AMSSY) reached a new 52-week high of $8.3035, closing at $7.53 with a trading volume of 395 shares. Analysts have mixed views, with Zacks upgrading the stock to 'hold' while Deutsche Bank maintained a 'hold' rating. The company reported $0.20 EPS, exceeding estimates, and had a revenue of $1.02 billion. Despite a negative net margin of 3.76%, analysts expect a consensus EPS of -0.35 for the fiscal year. ams-OSRAM specializes in optical solutions, serving various markets including consumer electronics and automotive.

Market Beat

Direxion Semicon Bull 3X

Guotai CES Semiconductor Chip Industry ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ams-OSRAM (OTCMKTS:AMSSY) Sets New 12-Month High  - Here's Why

Myrias Optics has announced over 25 active customer engagements in AR/VR, datacom, and consumer electronics, alongside a $2.7 million Seed 1 extension, bringing total funding to $7.5 million. The company focuses on all-inorganic metaoptics manufactured via additive nanoimprint lithography, which are smaller and thermally stable, suitable for mass-market smart glasses. Myrias's technology has gained validation from industry analysts and publications, enhancing interest and demand. The funding will help advance from R&D to pilot production samples for initial design partners in 2026, with a strategic focus on the upcoming AR waveguide manufacturing decisions by major OEMs between 2027 and 2029.

prnewswire

03:01 ET25+ AR, Datacom, and Consumer Electronics Customer Engagements Validate Myrias Optics' All-Inorganic Metaoptics Platform

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Motorola's Razr and Razr Plus flip phones have seen a price increase of $100, with the Razr Plus now costing $1,099. Despite the higher price, upgrades are minimal, featuring an older Snapdragon 8S Gen 3 chipset, 12GB of RAM, and a slightly improved battery capacity of 4,500mAh. The main camera hardware remains unchanged, indicating limited enhancements in the new models.

The Verge

LENOVO GROUP

Lenovo Group

The Moto Razr and Razr Plus are victims of shrinkflation

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CICC has raised ASMPT's target price to HKD210 following strong 1Q results that exceeded expectations. ASMPT reported revenue of HKD3.967 billion, with orders up 71.6% YoY. The company guided 2Q revenue between USD540 million and USD600 million, maintaining growth momentum. CICC also increased its 2026 and 2027 revenue/profit forecasts by 12%/15% and 21%/30%, respectively, and maintained an Outperform rating due to strong demand and improved margins.

ASMPT

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

China Merchants CSI Semiconductor Industry ETF

Harvest SSE STAR Chip ETF

Harvest CSI All Share Integrated Circuit ETF

CICC

CICC Raises ASMPT  TP to HKD210; 1Q Results and Guidance Beat

ASMPT Ltd reported strong Q1 2026 results, driven by AI demand, with bookings up 71.6% to HK$5.67 billion and revenue rising 32% to HK$3.97 billion. Adjusted net profit nearly tripled, and gross margin reached 46.4%. The company expects a 37% revenue increase in Q2. Despite losses from its discontinued NEXX unit, ASMPT maintains a Buy rating with a price target of HK$130.00. The firm specializes in semiconductor and SMT manufacturing equipment, serving global data-centre and electronics markets.

Tip Ranks

ASMPT Rides AI Boom With Surging Q1 Orders and Strong Margin Gains

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The main funds saw a net inflow in sectors such as electronics, communications, and non-ferrous metals in the morning, while there was a net outflow in sectors like pharmaceuticals and biotechnology, food and beverages, and oil and petrochemicals. Specifically, in terms of individual stocks, VGT, DSBJ, and Yunnan Germanium received net inflows of 3.446 billion yuan, 2.445 billion yuan, and 2.289 billion yuan, respectively. On the outflow side, CATL, Kweichow Moutai, and Bairui Storage were sold off for 2.107 billion yuan, 1.976 billion yuan, and 853 million yuan, respectively. (First Financial)

36Kr

Yunnan Germanium

DSBJ

CATL

Moutai

Biwin

CATL HK SDR 30to1

In the half-day session, main funds increased their positions in the electronics sector while selling off in the pharmaceutical and biotechnology sector

Ping An CSI Consumer Electronic Theme ETF(561600.SH)

BOCOM International Raises HUA HONG SEMI TP to HKD145, Lifts Revenue and Gross Margin Forecasts

AAC TECH Up Over 4% as M Stanley Says New CDU Products Enter Mass Production to Capture AI Infrastructure Growth Opportunities

Pre-market trend | AAC TECH (2018.HK) 5/8 Consumer electronics recovery, bullish signals emerging?

ams-OSRAM (OTCMKTS:AMSSY) Sets New 12-Month High - Here's Why

03:01 ET25+ AR, Datacom, and Consumer Electronics Customer Engagements Validate Myrias Optics' All-Inorganic Metaoptics Platform