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10moon7today, the last day of the national day holiday, hong kong stocks started trading in advance again. but don’t worry, hong kong stocks are still rising and have reached a new high.

this morning, the hang seng index rose as high as23241points, an increase of2.22%. although it fell back in early trading, before the market closed in the morning, the hang seng index still rose more than1%, hitting a new stage high.

in addition, the hang seng technology index rose even more fiercely, with the largest increase in the morning exceeding4%, the increase before the lunch break still reached2.35%。

looking specifically at the market, the semiconductor sector has become the biggest hot spot.

among them, naodong technology once surged nearly600%, and then maintained high fluctuations. as of press time, the stock has risen more than320%. naodong technology is mainly engaged in the production and sales of electronic and electrical components. it is also involved in the construction of broadband infrastructure and the provision of comprehensive solutions for smart field applications (including smart homes, smart parks and smart communities). the company's products are mainly used in smart consumer electronic devices such as mobile phones, monitors,LEDtelevisions, portable electronic devices and power supply equipment. the company's main business includes self-produced electronic and electrical parts and components, such as diodes, transistors, rectifiers and surge absorbers, as well as electronic and electrical components and parts purchased from third-party suppliers. naodong technology's products mainly serve the well-known consumer electronics brands in south korea and china.OEM/ODMmanufacturer.

in addition, the semiconductor sector of hong kong stocks rose sharply across the board. contron rises100%, solomon systech and xinzhi holdings rose more than20%。

the largest increase of smic, which is highly concerned by the market, once exceeded27%。

shanghai securities believes that the electronic semiconductor industry is currently at the bottom of the cycle.2024weak recovery started in the first half of the year, and a full recovery is expected in the second half of the year. the industrial competition pattern is expected to accelerate the clearing and repair, and the industry profit cycle and related company profits are expected to continue to recover.

let’s look at the “bull market standard bearer” brokerage stocks again. it’s still the hong kong stock market.the section with the strongest "combat effectiveness". in this round of hong kong stock market, brokerage stocks are the sector with the largest increase. since the market started, the "chinese brokerage" index has increased from900points rose to today's highest2200points, with a cumulative increase of up to144%。

in early trading today, although brokerage stocks experienced large fluctuations, they still maintained gains across the board. among them, shenwan hongyuan surged20%, citic construction investment, zhongzhou securities, and hongye futures rose more than10%, cicc, guolian securities, etc. all experienced large gains.

zheshang securitiesthink, when the brokerage market starts, the trading volume will often increase rapidly, which will lead to an improvement in performance, and targets that are sensitive to changes in trading volume will be the first to benefit. in the context of regulatory support to build internationally competitive investment banks, promote state-owned capital and state-owned enterprises to become stronger, better and bigger, and support listed companies to manage their market value, leading securities companies will benefit, and net-breaking securities companies are expected to benefit even more. in addition, the supply-side structural reform of the industry has deepened, mergers and acquisitions and reorganizations are encouraged, and we continue to pay attention to event-driven opportunities on the theme of mergers and acquisitions.

it is worth noting that10moon3day,4hiyori7on the same day, mainland property stocks fell for three consecutive trading days, which not only showed that hong kong stocks were beginning to show signs of differentiation, but also gave optimism toAthis has brought a warning effect to investors in the real estate sector.

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