Following yesterday, on February 15, Hong Kong stocks once again staged a low opening and a high move. As of **, the Hang Seng Index closed up 041%, the Hang Seng Tech Index rose 079%。Technology stocks continued to gain momentum, with GDS up more than 7% and Weibo up more than 4%; The chip and consumer industries were strong throughout the day, and Hua Hong Semiconductor rose more than 3%; The real estate and medical sectors continued to weaken.
On February 15, the Taishan Scenic Area Management Committee issued a notice saying that the Taishan Scenic Area would be temporarily closed from February 15. Hua Hong Semiconductor rose more than 3%.Led the gains in semiconductor stocksOn February 15, Hong Kong semiconductor stocks rose. As of **, Hua Hong Semiconductor rose 330% to 15HK$66; Shanghai Fudan rose 418% to 10HK$22; CLP Huada Technology rose 233% to 1HK$32.
On the wind news side, TSMC previously announced that its consolidated revenue in January was 2157NT$8.5 billion, an increase of 22 percent from the previous month4%, a year-on-year increase of 79%。TSMC President Wei Zhejia previously predicted that the overall output value of the semiconductor industry is expected to increase by 10% year-on-year this year (excluding memory), and the revenue of the wafer foundry industry will also increase by 20%. In addition, ASML said in its 2023 annual report released on Wednesday that the semiconductor market has bottomed out and there are signs of recovery. ASML said that in the fourth quarter of 2023, the value of new orders more than tripled from 2.6 billion euros in the previous quarter to 91.1 billion euros900 million euros, a record high, well above the average analyst estimate of 3.6 billion euros. SPDB International's recent research report pointed out that it maintains its optimism for China's semiconductor foundry industry. First of all, the year-on-year growth rate of wafer foundry revenue continued to improve. The year-on-year revenue growth rates of SMIC and Huahong in the fourth quarter of last year and the first quarter of this year continued to improve compared with the third quarter of last year. Secondly, the profits of the wafer foundry industry have bottomed out, lagging behind the revenue growth rate, but Huahong's gross profit margin has bottomed out. Education stocks continue to be strongGuangzheng Education rose 1864%On February 15, some education stocks in Hong Kong stocks continued to be strong. As of **, Guangzheng Education rose 1864%, Maple Leaf Education rose 909%, Jianqiao Education rose 606%。
On the news side, on February 8, before the Spring Festival, the Ministry of Education issued the "Regulations on the Administration of Off-campus Training (Draft for Comments)", which clarified that to carry out off-campus training activities, the corresponding off-campus training license should be obtained in accordance with the law and meet the conditions of a legal person. Academic extracurricular training institutions for the compulsory education stage shall be registered as non-profit legal persons. Kaiyuan** said that in the face of the accelerated evolution of the world's century-old changes, under the new round of scientific and technological revolution and industrial transformation, the country attaches great importance to STEM education, and "comprehensive education" conforms to the national orientation and the needs of parents. New Oriental and Good Future have set up courses such as scientific programming, and leading non-disciplinary off-campus training institutions have played an important role in promoting the addition of science education. Taiwan, China** is off to a good startOn February 15, Taiwan, China** resumed trading, and after the opening, the Taiwan weighted index opened sharply higher, closing up more than 3%, up as high as 18,72547 points, a record intraday high. Among them, TSMC, the "king of Taiwan stocks", led the rise, and its intraday stock price soared by 98%, a new record high.
***windThe box office of the 2024 Spring Festival stalls will exceed 6.2 billion yuanAccording to the data of Lighthouse Professional Edition, as of 13:19 on February 15, the total box office (including pre-sale) of the 2024 Spring Festival stalls (February 10-17) exceeded 6.2 billion yuan, entering the top three box office of the Spring Festival stalls in Chinese film history. Taishan Scenic Area announced: temporarily closed! On February 15, the Management Committee of Taishan Scenic Area issued a notice and decided to suspend the opening of Taishan Scenic Area from February 15. It is understood that from the night of February 14th to the early morning of the 15th, a heavy snowstorm (precipitation of 13. ) suddenly fell on Mount Tai8 mm), Taishan Scenic Area immediately issued an emergency notice to suspend ticket inspection, and organized the evacuation and resettlement of tourists who have entered the mountain overnight to ensure the safety of tourists. After inspection, at present, there is a large area of snow and ice accumulation on Taishan Pan Road, tourist highway, and mountaintop viewing platform, and the potential safety hazards are greater. In order to effectively protect the safety and health of Chinese and foreign tourists, it has been decided to suspend the opening of Taishan Scenic Area from February 15, and the resumption of opening hours will be announced separately. For tourists who have reserved tickets for Taishan on February 15, Meituan has begun to refund tickets in batches, with a total of 22,247 tickets in the first batch, and tourists will receive SMS notifications. Reviewer: Xu Zhao Editor: Li Ruoyu Ya Wenhui Proofreader: Jiao Yuanyuan Signed: Sun Hong.