$SICC(02631.HK) dropped by three points; the market is still watching the pace of silicon carbide substrate expansion realization; $ASMPT(00522.HK) saw a slight drop, with advanced packaging equipment orders following AI computing power trends, but Hong Kong stocks have consistently been valued cautiously; $BIREN TECH(06082.HK) and $CIG(06166.HK) also dipped slightly. One domestic GPU is still waiting for tape-out volume ramp-up, while one optical module has no new orders landing. All of them lack an immediate catalyst, and with thin liquidity in Hong Kong stocks, they are just grinding lower in a dull manner🙄
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