During the early trading session on December 22, the A+H semiconductor and chip industry chain showed strength. In the Hong Kong market, SENSETIME-W surged over 7%, SMIC rose nearly 6%, while other key players like Hon Hai Precision and Hua Hong Semiconductor also posted gains of nearly 5% and over 4%, respectively. The first-ever ETF focusing on the "Hong Kong chip" industry chain, the HK Information Technology ETF (159131), saw its price rise by 1.69% intraday, with real-time turnover exceeding RMB 30 million.
A recent breakthrough in next-generation optical computing chips was achieved by researchers at Shanghai Jiao Tong University. For the first time, they developed an all-optical computing chip capable of supporting large-scale semantic media generation models. The findings were published in the prestigious international journal *Science*.
Galaxy Securities noted that this technological milestone enables the monolithic integration of over one million optical neurons on a single chip, forming a fully optical closed-loop system for "input-understanding-semantic manipulation-generation." This innovation eliminates delays and energy losses caused by repeated photoelectric conversions. The breakthrough not only addresses AI industry pain points—such as high computing costs, slow training, and excessive energy consumption—but also paves the way for real-time AI, edge AI, and green AI with its high computing density and ultra-low power consumption. This could profoundly impact the commercial and operational models of AI applications.
The HK Information Technology ETF (159131), the first of its kind to track the "Hong Kong chip" industry chain, offers T+0 trading. Its underlying index comprises 70% hardware and 30% software, heavily weighted toward Hong Kong-listed semiconductor, electronics, and computer software firms. The ETF covers 42 hard-tech companies, with SMIC accounting for 20.48% of the index, Xiaomi Group-W at 9.53%, and Hua Hong Semiconductor at 5.80%. Notably, it excludes large-cap internet stocks like Alibaba, Tencent, and Meituan, making it a sharper tool for capturing AI-driven hard-tech trends in Hong Kong (data as of November 30, 2025).
Risk Disclosure: The HK Information Technology ETF passively tracks the CSI SHS Information Technology Index (base date: November 14, 2014; launch date: June 23, 2017). Index constituents are for illustrative purposes only and do not constitute investment advice or reflect fund holdings. Investors should carefully review fund documents and assess risks based on their financial situation and risk tolerance. Past performance does not guarantee future results.
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