cookingmamacrypto| Commentary: Hang Seng Index rose 1.17% Hang Seng Index rose 1.71% Semiconductor concept stocks rose sharply

News on May 27thCookingmamacryptoThe three major indexes of Hong Kong stocks continued to strengthen in the afternoon. As of the close, the Hang Seng Index was up 1.Cookingmamacrypto.17%, at 18827Cookingmamacrypto.35 points, the Hang Seng Science and Technology Index rose 1.71%, and the State-owned Enterprises Index rose 1.25%. On the market, science and Internet stocks rose generally, Lenovo rose nearly 9%, Meituan rose more than 2%, Alibaba rose more than 1%, NetEase fell nearly 2%; the third phase of the National Great Fund was established to promote the rise of semiconductor stocks, and Huahong Semiconductor rose more than 11%. Wind power stocks are active throughout the day, Dongfang Electric is up nearly 9%; Evergrande will be acquired by mysterious buyers, up nearly 87% throughout the day; copper, home appliances, machinery and shipping stocks all rose significantly.

The third phase of the National Great Fund established to promote semiconductor stocks to rise, Huahong Semiconductor rose by more than 11%. On the face of the news, the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. was officially established on May 24, with a registered capital of 344 billion yuan. The third phase of the large Fund will increase investment in core technologies and key components, and will also focus on docking and integration with international advanced technologies.

Wind power stocks were active throughout the day, with Dongfang Electric up nearly 9%. On the face of the news, what the market is most concerned about is that Liu Mingsheng, chairman of SPIC and secretary of the party group, attended the Jinan forum on 23 May and put forward opinions and suggestions on deepening the reform of the electric power system. On the same day, the chairmen of State Grid and Southern Power Grid held talks, and the two sides will strengthen cooperation in speeding up the construction of a new power system and promoting the construction of a unified power market. The above news further strengthens the market's expectation of the power system reform policy, and the market thinks that the power reform is expected to usher in a round of acceleration, which may be conducive to the landing of power market-oriented transactions.

Lenovo is up nearly 9%. Morgan Stanley said Microsoft's launch of personal computers that support artificial intelligence would usher in a new era and could lead to updates to commercial personal computers. Morgan Stanley wrote in a report that "artificial intelligence PC will lead the next phase of growth in the PC market."CookingmamacryptoWe believe that the commercial PC market will be the first adopter of artificial intelligence PC because they are marketed primarily as productivity tools. " Morgan Stanley's original AI PC forecast predicted that the new computer would account for 2% of the PC market by 2024 and would continue to climb in the following years. It is expected to reach 16% in 2025, 28% in 2026, 48% in 2027 and 64% in 2028.

Evergrande rose nearly 87% throughout the day. On the face of the news, Evergrande announced last night that 3.145 billion potential unsold shares (accounting for about 29.0% of all issued shares) will be acquired immediately, and 3.203 billion potential unsold shares (accounting for about 29.5% of all issued shares) will become an option for potential buyers for a certain period of time after the date of the sale and purchase agreement. The announcement said that the potential buyer (or the other party designated by him with the consent of the company) will provide credit to the company to finance the continued operation and development of the group's electric vehicle business.