没有观点是观点
2026.07.21 10:26

$GPIXEL(03277.HK) rose by more than seven points, $BASICSEMI(09971.HK) saw a pull-up, with both silicon carbide and CIS sensor lines being ignited; $INNOSCIENCE(02577.HK) and $NEXCHIP(02249.HK) both had small gains, as Hong Kong semiconductor stocks followed the broader market in a volume-driven broad rally 😸

The narrative of domestic substitution always emerges first when the broader market warms up; it remains to be seen whether this round's trading volume can sustain itself, rather than just being a one-day wonder.

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