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| HSI1 | 24,917.60 | +111.97 | 192.63B |
| HSCEI1 | 8,284.58 | +38.25 | 51.08B |
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2026-09-14 12:57:49 Goldman Sachs recently conducted visits in Shanghai and Beijing to assess AI development, meeting with management teams of multiple semiconductor companies and touring factories covering areas including equipment, foundry/assembly and testing, fabless, GPU, GaN and EDA. Propelled by generative AI and local demand, capex growth among memory and advanced logic suppliers is accelerating. The broker expected capex in China's semiconductor industry to record growth of 10-15% from 2026 to 2030, reaching USD82 billion by 2030. Goldman Sachs gave Buy ratings to HUA HONG GRACE (01347.HK), BIREN TECH (06082.HK), HORIZONROBOT-W (09660.HK), ILUVATAR COREX (09903.HK) and INNOSCIENCE (02577.HK), with target prices of HKD335, HKD80.5, HKD13.12, HKD859 and HKD114, respectively. ~ AASTOCKS Financial News Website: www.aastocks.com | |