Pre-market report on A-shares | Chip price hike spreads! Two giants collectively announce, US technology stocks soar! US dollar suffers heavy losses.
Chip price surge spreads, two giants Zhongwei Semiconductor and National Science Micro announce price hike, with the highest increase reaching 80%.
Pre-market news
1. The trend of chip price hikes spreads, with China Micro Semicon (Shenzhen) and Hunan Goke Microelectronics, two giants, announcing price increases, with the highest increase reaching 80%.
Type: Industry
Emotional impact: Positive
On January 27, China Micro Semicon (Shenzhen) and Hunan Goke Microelectronics, two semiconductor companies, issued price increase notices. China Micro Semicon (Shenzhen) decided to increase the prices of MCU, Norflash and other products by 15% to 50%. Hunan Goke Microelectronics announced a 40% increase in the price of sealed 512Mb KGD products and a 60% increase in the price of sealed 1Gb KGD products. Institutions generally expect that the memory chip industry is entering a super cycle, supported by the surge in AI demand and domestic substitution, and the trend of price increases is likely to continue.
2. US tech stocks surge, US dollar hits four-year low, gold and crude oil prices rise
Type: Market
Emotional impact: Neutral
The market is waiting for the earnings reports of tech giants like Apple and Meta, as well as the Federal Reserve interest rate decision. The S&P hit a historic high with five consecutive gains, and the US tech stock index of the seven giants rose by 1.14%. The US dollar index fell by over 1%, marking the largest four-day decline since former President Trump announced tariffs in April last year. Gold prices hit a new high, with spot gold rising by 3.3%. Geopolitical tensions in Iran, severe weather in the US, and a weak US dollar boosted oil prices on Tuesday.
3. People's Bank of China: By the end of the fourth quarter of 2025, the year-on-year decrease in RMB real estate loans balance was 1.6%
Type: Macro
Emotional impact: Negative
The People's Bank of China's statistics show that by the end of the fourth quarter of 2025, the balance of RMB real estate loans was 51.95 trillion yuan, a decrease of 1.6% year-on-year, with a decrease of 963.6 billion yuan for the whole year. By the end of the fourth quarter of 2025, the balance of real estate development loans was 13.16 trillion yuan, a decrease of 3.0% year-on-year, with a decrease of 357.5 billion yuan for the whole year. The balance of personal housing loans was 37.01 trillion yuan, a decrease of 1.8% year-on-year, with a decrease of 676.8 billion yuan for the whole year.
4. UK Prime Minister Starm...
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