HK Stock Market Move | Semiconductor stocks rise again, Philadelphia Semiconductor Index increases for the 18th consecutive time, DeepSeek V4 ignites domestic computing power.

Semiconductor stocks rose again, as of the time of writing, Montage Technology (06809) rose by 10.18% to 251 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 6.77% to 68.65 Hong Kong dollars; OmniVision Integrated Circuits Group, Inc. (00501) rose by 6.38% to 93.35 Hong Kong dollars; SOLOMON SYSTECH (02878) rose by 6.25% to 0.425 Hong Kong dollars. On the news front, recently, US chip stocks surged across the board. The Philadelphia Semiconductor Index rose by over 4% on Friday, recording gains for the 18th consecutive trading day. Intel achieved a revenue of 13.6 billion US dollars in the first quarter, higher than the market's expected 12.36 billion US dollars. Intel expects second-quarter revenue to be between 13.8 billion US dollars and 14.8 billion US dollars, also higher than the market's expected 13.03 billion US dollars. Stimulated by the financial report, Intel's stock price soared by over 23% in a single day, reaching a historical high. In addition, DeepSeek released the preview version V4, launching two versions, Pro (1.6 trillion parameters) and Flash (284 billion parameters), with a maximum context expansion to 1 million tokens, significantly reducing inference costs in scenarios with millions of tokens compared to V3.2. On the day of release, it achieved Day 0 adaptation for two major domestic chips, Cambricon and Huawei Ascend, demonstrating the deep collaborative ability between domestic large models and domestic computing power. Sinolink believes that the deep cooperation between DeepSeek and domestic chip manufacturers in technical research and development and software-hardware coordination is of great significance in promoting the coordinated development of domestic large model software-hardware industries and accelerating the independence and controllability of the AI computing power ecosystem.