** Shares of China's top chip manufacturer Semiconductor Manufacturing International Corp (SMIC) 0981.HK jump 8.4% to HK$41.20
** Stock top pct gainer in both Hang Seng Index .HSI and Hang Seng Tech Index .HSTECH, which are down 1.5% and 2% respectively following U.S. President Donald Trump imposing sweeping tariffs
** "For SMIC and Hua Hong 688347.SS, it could mean less urgency to produce cutting-edge AI chips," Morningstar said in a note last week on DeepSeek's impact on Asian tech stocks, adding SMIC has been strong YTD on government subsidies on domestic appliances
** "While there will be elevated short-term volatility as demand may fluctuate, with efficiency gains and wider adoption, we're bullish over the long-term as wider adoption should win out and lead to sustainable AI investments" - Morningstar
** Hang Seng Commerce & Industry Index .HSNC falls 1.3%
** SMIC stock soared 60.1% last year
(Reporting by Donny Kwok)
((donny.kwok@thomsonreuters.com))
免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。