Semiconductor stocks pulled up SMIC by 4.4%
Posted: Sun Feb 16, 2025 5:59 am
Port and shipping stocks fell significantly. China COSCO Shipping Holdings fell nearly 4%, recording four consecutive declines. Coal stocks and catering stocks generally fell. Heavyweight stocks China Shenhua and Yum China both fell. In addition, Conch Material Technology's stock price fell below its IPO price on its first day of listing, with a sharp drop of more than 43.67% in early trading.
Sector
Biden plans to strengthen export controls on AI chips before russia telegram data leaving office . According to news reports, the Biden administration of the United States plans to impose a new round of restrictions on the export of artificial intelligence chips from companies such as Nvidia before leaving office. The new rules, which would impose three tiers of restrictions on chip trading, could be released as soon as Friday, the people said.
Guotai Securities pointed out that looking ahead to the whole year of 2025, drivers such as AI and information technology innovation are expected to remain strong. It is recommended to pay attention to advanced packaging and storage leaders whose growth space is expected to be further opened up under the drive of AI, as well as the semiconductor equipment sector that will fully benefit from domestic substitution and has strong performance certainty.
Airline stocks were generally active, with Cathay Pacific leading the gains. According to the Civil Aviation Administration of China, the total civil aviation transport turnover in the country is expected to reach 161 billion ton-kilometers, passenger transport volume will reach 780 million, and cargo and mail transport volume will reach 9.5 million tons in 2025, and the industry's profitability will be further improved.
Sector
Biden plans to strengthen export controls on AI chips before russia telegram data leaving office . According to news reports, the Biden administration of the United States plans to impose a new round of restrictions on the export of artificial intelligence chips from companies such as Nvidia before leaving office. The new rules, which would impose three tiers of restrictions on chip trading, could be released as soon as Friday, the people said.
Guotai Securities pointed out that looking ahead to the whole year of 2025, drivers such as AI and information technology innovation are expected to remain strong. It is recommended to pay attention to advanced packaging and storage leaders whose growth space is expected to be further opened up under the drive of AI, as well as the semiconductor equipment sector that will fully benefit from domestic substitution and has strong performance certainty.
Airline stocks were generally active, with Cathay Pacific leading the gains. According to the Civil Aviation Administration of China, the total civil aviation transport turnover in the country is expected to reach 161 billion ton-kilometers, passenger transport volume will reach 780 million, and cargo and mail transport volume will reach 9.5 million tons in 2025, and the industry's profitability will be further improved.