Hong Kong stock chip stocks surge against the market trend!

Hong Kong chip stocks rose against the market trend, with HUA HONG SEMI up nearly 18%, FUDANZHANGJIANG up over 9%, and SMIC up over 7%.

The latest report from IDC, titled "Global Semiconductor Technology Supply Chain Intelligence Report," indicates that global demand for AI and high-performance computing (HPC) will continue to rise, with the global semiconductor market expected to grow by more than 15% by 2025.

In addition, on Tuesday, U.S. President Trump stated that he would announce import tariffs on automobiles, semiconductors, and pharmaceuticals in early April. Institutions generally believe that, in the long term, the uncertainty brought about by external geopolitical influences is expected to accelerate the pace of domestic substitution in China's semiconductor industry chain.

Galaxy Securities expressed optimism about the explosive demand for domestic computing power and the elevation of the semiconductor manufacturing industry chain's ceiling. Under the combined influence of internal demand explosion and geopolitical factors, related enterprises in China's semiconductor industry chain will gain more validation opportunities and scenarios, entering a virtuous cycle.

Guosen Securities believes that through adaptation with domestic large models like DeepSeek, the support capability of domestic full-function GPUs for complex AI tasks will be validated and optimized, which will help the development of the entire domestic AI industry chain, continuing to recommend related semiconductor companies such as SMIC