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- 美股异动丨芯片板块跌幅扩大 ARM跌近10%，闪迪SK海力士英特尔均跌超6%Companies: SK Hynix格隆汇9月28日｜美股芯片股盘中多数走低，费城半导体指数跌3.00%。个股方面，Arm跌9.77%，高通跌7.21%，闪迪跌6.52%，SK海力士跌6.32%，英特尔跌6.11%，Lumentum跌6.02%，西部数据跌5.21%，AMD跌5.09%，美光科技跌4.56%。英伟达逆势涨1.68%，台积电跌1.61%，博通跌1.50%。
- “大空头”盯上5730亿美元AI融资网：接下来要问的是，AI支出停止会如何？谁将接盘这些债？华尔街知名投资者、电影《大空头》原型Michael Burry 原本正在准备他那套“AI 明星异端指南”系列的下一篇，主题是这轮 AI 建设的“钱究竟从哪来”。然后他读到了 Ares Management 的 2026 年秋季另类信贷通讯，随即在周日(9 月 27 日)晚发布了一篇计划之外的“简短思考”帖。他把这份研究的结论称为“现在就需要知道”的信息和“等不起的情报”，并称这份报告是“主流华尔街正在转向我的观点”。 被 Burry 点名的这份 Ares 报告，画的是一张 AI 融资网络图：过去 12 个月、共计 26 笔已披露融资、规模约 5730 亿美元。Ares 的结论是一句警告——这张网上的每一环都以“AI 支出持续增长”为假设前提。 一张 5730 亿美元的网：八家公司、五种身份 据 Ares 的这张矩阵图，5730 亿美元横跨公司债、数据中心建设贷款、租赁、GPU 抵押借款与财务担保五类工具。落在这张网上的名字几乎囊
- ASML reports transactions under its current share buyback programCompanies: ASML HoldingASML reports transactions under its current share buyback program
- 价值判断：跌停板的投资机会和风险提示（9月24日）｜上市公司观察来源：钛媒体 一、市场概览 9月24日，A 股三大指数低开后单边走弱，午后跌幅继续扩大，全天呈“指数普跌、个股大面积下挫、量能继续收缩”走势。上证指数跌 1.22% 报 3888.37 点，深证成指跌 2.34% 报 13316.97 点，创业板指跌 2.68% 报 3288.95 点，北证 50 跌 1.7%。沪深两市成交额约 1.65 万亿元（较前一交易日缩量约 1116 亿元），个股跌多涨少，全市场约 4306 只个股下跌、约 1120 只上涨，涨停个股 52 只、跌停个股 15 只。 盘面上，铜箔／覆铜板、HBM、PCB、贵金属、能源金属、生物制品等方向跌幅居前，房地产与建材板块同步走弱；林业、福建国资、中船系、纺织服饰、机场、出版等方向逆势上涨， 机器人 、风电设备板块局部活跃。指数单边走弱、高位品种承压，本期首次跌停且显著溢价的两只标的分属通信服务与城市燃气方向，回撤均来自前期题材预期落空后的资金集中撤离。 二、首次
- AI Chip and Server Revenue Reaches About HK$1.047 Billion; Proposed Rebrand Signals Central New Energy's Intelligent-Computing AmbitionHONG KONG, Sept 28, 2026 - Central New Energy Holding Group Limited ('Central New Energy' ; Stock Code: 1735) has proposed changing its name to Central AI Technology Group Limited, with proposed as its new Chinese name. The proposed name change highlights the Group's continued push into the intelligent- computing value chain, including AI chips, servers and data centers. According to information cited in the company’s announcement and its 2026 interim report, revenue from its AI chip and server segment grew to approximately HK$1.047 billion for the six months ended June 30, 2026. The company said this momentum is consistent with its strategy to capture rapid growth in the global AI industry and, going forward, to invest in, construct and operate data centers. As demand for AI infrastructure continues to grow, the proposed new name is expected to more clearly communicate the Group’s evolving positioning in intelligent computing and technology. The proposal remains subject to shareholder and regulatory approvals. The Company’s reported results and business expansion provide a positive basis for market attention: for the first half of 2026, the Group reported revenue of approximately HK$6.33 billion, up 56.3% year on year; gross profit of approximately HK$130 million, up 50.0% year on year; and AI chip and server revenue of approximately HK$1.047 billion. Today, as of 10:28 a.m. (Hong Kong time), a public market-data report cited an intraday gain of 10.45% for Central New Energy (01735.HK), with the Shares trading at HK$11.41 and turnover of approximately HK$84.35 million. Earnings growth, expansion of the AI computing business and data-center planning are positive factors for current observation, but do not constitute forecasts of future results or share-price performance.
- HKTDC raises 2026 export forecast amid AI boom, Strong technology demand and resilient supply chains underpin growthHONG KONG, Sept 28, 2026 - The Hong Kong Trade Development Council (HKTDC) has substantially revised upward its forecast for Hong Kong's merchandise export growth in 2026 to 42%-47%, following significantly stronger-than-expected global demand for artificial intelligence (AI)-related technologies, prompting a major upgrade to the trade outlook. Meanwhile, the latest HKTDC Export Confidence Index (3Q26) indicates that exporter sentiment remains broadly positive despite ongoing geopolitical uncertainties. The Current Performance Index stood at 51.8, while the Expectation Index registered 51.3, with both remaining above the neutral 50-point threshold. HKTDC Director of Research Bruce Pang (left), Deputy Director of Research Wing Chu (centre) and Section Head of Special Project & Business Advisory Kenneth Lee (right) announced the latest Hong Kong’s export outlook for 2026 and HKTDC Export Confidence Index for the third quarter of the year at a press conference today. AI-driven electronics exceed expectations Commenting on the export outlook, HKTDC Director of Research, Bruce Pang, said: "The strong Hong Kong export growth recorded this year has been driven primarily by the rapid acceleration of global demand for AI-related products and infrastructure. Demand for semiconductors, memory chips, computer components, telecommunications equipment and other advanced electronics expanded much faster than expected, providing substantial support to Hong Kong's exports." HKTDC Director of Research Bruce Pang Electronics remained the dominant growth engine, accounting for approximately 80% of Hong Kong's total exports in the first eight months of 2026. Exports of electronics rose by 52.8% year-on-year, significantly outpacing overall export growth. Major markets included the Chinese Mainland, ASEAN and the US, reflecting strong demand across global technology supply chains. Particularly notable was the strong performance of items related to growing investments in AI infrastructure, cloud computing, data centres and next-generation digital technologies worldwide. AI-related electronics now account for an increasingly significant share of Hong Kong's exports. Growth with broader regional trade flows throughout Asia The strong export performance has not been confined to a narrow range of technology items. HKTDC Deputy Director of Research, Wing Chu, said: "Exports of a broad range of conventional electronic parts and components have continued to perform strongly. Regional manufacturing networks spanning the Chinese Mainland and ASEAN economies remain highly active, supporting vigorous trade flows throughout Asia. At the same time, export performance across many traditional industries has remained broadly stable, reflecting continued overseas demand and resilient consumption in major markets." HKTDC Deputy Director of Research Wing Chu ASEAN continues to be one of Hong Kong's most dynamic export destinations, while exporter sentiment towards both ASEAN and the Chinese Mainland remains firmly positive. Regional trade flows across Asia have remained exceptionally strong amid the ongoing technology upcycle, demonstrating the resilience of regional production networks and supply chains. The Chinese Mainland's high-technology manufacturing sector has remained in expansion territory, helping sustain demand for electronic components and related intermediate goods. Exports remain robust amid evolving US trade policies Recent developments in US trade policy have introduced additional uncertainty into the global trading environment. In July, the United States imposed an additional 12.5% Section 301 tariff on imports from a number of trading partners, including the Chinese Mainland and Hong Kong. Nevertheless, Hong Kong's exports to the United States have remained remarkably resilient, with US-bound exports rising by 63.4% year-on-year in the first eight months of 2026. Bruce Pang added: "While the latest Section 301 tariff measures have added a degree of uncertainty for businesses, the direct impact on Hong Kong exports is expected to be limited. A substantial share of Hong Kong's exports to the United States consists of products covered by tariff exemption arrangements, particularly in the technology and electronics sectors.” “Recent developments in China-US relations have also helped improve the trade environment. The September Xi-Trump meeting and extension of the trade truce until January 2027, coupled with the US$30 billion Reciprocal Tariff Reduction Arrangement, provide a welcome period of stability, reducing the risk of further tariff escalation in the coming months. The extended policy dialogue between the two sides has also led to further easing in bilateral trade tensions. Together with the continued strength of global demand for technology products, these developments should help underpin Hong Kong's export performance in the months ahead." Hong Kong moving up the value chain Beyond the cyclical upswing in technology demand, recent trade developments also point to a significant structural transformation in Hong Kong's trade profile. According to HKTDC research, Hong Kong's exports are increasingly concentrated in high-value, technology-intensive products such as integrated circuits, computer parts and advanced telecommunications equipment. These products are progressively replacing traditional lower-value, bulk merchandise as key contributors to export growth. At the same time, Hong Kong's trade logistics pattern is undergoing a profound shift, as the growing importance of high-value items, such as semiconductors and luxury products, has increased reliance on air freight. Hong Kong's extensive air cargo network, combined with its close land transport connectivity with advanced manufacturing clusters in Southern China, has strengthened its position as a leading high-value international trade and logistics hub, as pledged in Hong Kong’s First Five-Year Plan. Wing Chu said: "Hong Kong is increasingly handling products that are compact in size but exceptionally high in value, which are frequently transported via a combination of air cargo services serving overseas destinations and land transport links connecting Hong Kong with manufacturing centres in the Chinese Mainland. This transformation highlights Hong Kong's evolution from a traditional trading gateway into a high-value-added international trade and supply chain management centre." Outlook remains constructive Looking ahead, the HKTDC expects Hong Kong's exports to maintain solid momentum through the remainder of 2026, supported by resilient global demand for technology products, and robust manufacturing and trade activities across the Chinese Mainland and other major destinations, such as ASEAN. Nevertheless, exporters will continue to navigate a challenging and uncertain external environment. HKTDC Section Head of Special Project & Business Advisory, Kenneth Lee, said: "Businesses continue to face a range of external headwinds like geopolitical tensions, volatility in energy and commodity markets, and rising protectionist measures in certain economies. Despite these challenges, international consumption has remained relatively resilient in recent months, helping sustain demand for a broad range of consumer products. As a result, sectors such as clothing, watches and clocks, and jewellery have continued to deliver stable export performance alongside the strong growth seen in technology-related industries." HKTDC Section Head of Special Project & Business Advisory Kenneth Lee References - Hong Kong’s 2026 Export Outlook: Hong Kong Export Growth Forecast Upgraded to 42%-47%https://research.hktdc.com/en/article/MjQzNzY3NzQ4Mg- HKTDC Export Confidence Index 3Q26: Sentiment remains broadly positivehttps://research.hktdc.com/en/article/MjQzNzY3MzkyMw- Hong Kong's Evolution into a High Value-Added Trade Hubhttps://research.hktdc.com/en/article/MjQzOTM2OTY1MQ- HKTDC Research websitehttps://research.hktdc.com/en/ Photo download: https://bit.ly/4rD4M8f Media enquiries Please contact the HKTDC’s Communications and Public Affairs Department: Christy Lee Tel: (852) 2584 4369 Email: [email protected] About HKTDC The Hong Kong Trade Development Council (HKTDC) celebrates its 60th anniversary this year. The HKTDC is a statutory body established in 1966 to promote, assist and develop Hong Kong's trade. With over 50 offices globally, including 13 in the Chinese Mainland, the HKTDC promotes Hong Kong as a two-way global investment and business hub. The HKTDC organises international exhibitions, conferences and business missions to create business opportunities for companies, particularly small and medium-sized enterprises (SMEs), in the mainland and international markets. The HKTDC also provides up-to-date market insights and product information via research reports and digital news channels. For more information, please visit: www.hktdc.com/aboutus.
- AI Chip and Server Revenue Reaches About HK$1.047 Billion; Proposed Rebrand Signals Central New Energy's Intelligent-Computing AmbitionHONG KONG, Sept 28, 2026 - Central New Energy Holding Group Limited ('Central New Energy' ; Stock Code: 1735) has proposed changing its name to Central AI Technology Group Limited, with proposed as its new Chinese name. The proposed name change highlights the Group's continued push into the intelligent- computing value chain, including AI chips, servers and data centers. According to information cited in the company’s announcement and its 2026 interim report, revenue from its AI chip and server segment grew to approximately HK$1.047 billion for the six months ended June 30, 2026. The company said this momentum is consistent with its strategy to capture rapid growth in the global AI industry and, going forward, to invest in, construct and operate data centers. As demand for AI infrastructure continues to grow, the proposed new name is expected to more clearly communicate the Group’s evolving positioning in intelligent computing and technology. The proposal remains subject to shareholder and regulatory approvals. The Company’s reported results and business expansion provide a positive basis for market attention: for the first half of 2026, the Group reported revenue of approximately HK$6.33 billion, up 56.3% year on year; gross profit of approximately HK$130 million, up 50.0% year on year; and AI chip and server revenue of approximately HK$1.047 billion. Today, as of 10:28 a.m. (Hong Kong time), a public market-data report cited an intraday gain of 10.45% for Central New Energy (01735.HK), with the Shares trading at HK$11.41 and turnover of approximately HK$84.35 million. Earnings growth, expansion of the AI computing business and data-center planning are positive factors for current observation, but do not constitute forecasts of future results or share-price performance.
- HKTDC raises 2026 export forecast amid AI boom, Strong technology demand and resilient supply chains underpin growthHONG KONG, Sept 28, 2026 - The Hong Kong Trade Development Council (HKTDC) has substantially revised upward its forecast for Hong Kong's merchandise export growth in 2026 to 42%-47%, following significantly stronger-than-expected global demand for artificial intelligence (AI)-related technologies, prompting a major upgrade to the trade outlook. Meanwhile, the latest HKTDC Export Confidence Index (3Q26) indicates that exporter sentiment remains broadly positive despite ongoing geopolitical uncertainties. The Current Performance Index stood at 51.8, while the Expectation Index registered 51.3, with both remaining above the neutral 50-point threshold. HKTDC Director of Research Bruce Pang (left), Deputy Director of Research Wing Chu (centre) and Section Head of Special Project & Business Advisory Kenneth Lee (right) announced the latest Hong Kong’s export outlook for 2026 and HKTDC Export Confidence Index for the third quarter of the year at a press conference today. AI-driven electronics exceed expectations Commenting on the export outlook, HKTDC Director of Research, Bruce Pang, said: "The strong Hong Kong export growth recorded this year has been driven primarily by the rapid acceleration of global demand for AI-related products and infrastructure. Demand for semiconductors, memory chips, computer components, telecommunications equipment and other advanced electronics expanded much faster than expected, providing substantial support to Hong Kong's exports." HKTDC Director of Research Bruce Pang Electronics remained the dominant growth engine, accounting for approximately 80% of Hong Kong's total exports in the first eight months of 2026. Exports of electronics rose by 52.8% year-on-year, significantly outpacing overall export growth. Major markets included the Chinese Mainland, ASEAN and the US, reflecting strong demand across global technology supply chains. Particularly notable was the strong performance of items related to growing investments in AI infrastructure, cloud computing, data centres and next-generation digital technologies worldwide. AI-related electronics now account for an increasingly significant share of Hong Kong's exports. Growth with broader regional trade flows throughout Asia The strong export performance has not been confined to a narrow range of technology items. HKTDC Deputy Director of Research, Wing Chu, said: "Exports of a broad range of conventional electronic parts and components have continued to perform strongly. Regional manufacturing networks spanning the Chinese Mainland and ASEAN economies remain highly active, supporting vigorous trade flows throughout Asia. At the same time, export performance across many traditional industries has remained broadly stable, reflecting continued overseas demand and resilient consumption in major markets." HKTDC Deputy Director of Research Wing Chu ASEAN continues to be one of Hong Kong's most dynamic export destinations, while exporter sentiment towards both ASEAN and the Chinese Mainland remains firmly positive. Regional trade flows across Asia have remained exceptionally strong amid the ongoing technology upcycle, demonstrating the resilience of regional production networks and supply chains. The Chinese Mainland's high-technology manufacturing sector has remained in expansion territory, helping sustain demand for electronic components and related intermediate goods. Exports remain robust amid evolving US trade policies Recent developments in US trade policy have introduced additional uncertainty into the global trading environment. In July, the United States imposed an additional 12.5% Section 301 tariff on imports from a number of trading partners, including the Chinese Mainland and Hong Kong. Nevertheless, Hong Kong's exports to the United States have remained remarkably resilient, with US-bound exports rising by 63.4% year-on-year in the first eight months of 2026. Bruce Pang added: "While the latest Section 301 tariff measures have added a degree of uncertainty for businesses, the direct impact on Hong Kong exports is expected to be limited. A substantial share of Hong Kong's exports to the United States consists of products covered by tariff exemption arrangements, particularly in the technology and electronics sectors.” “Recent developments in China-US relations have also helped improve the trade environment. The September Xi-Trump meeting and extension of the trade truce until January 2027, coupled with the US$30 billion Reciprocal Tariff Reduction Arrangement, provide a welcome period of stability, reducing the risk of further tariff escalation in the coming months. The extended policy dialogue between the two sides has also led to further easing in bilateral trade tensions. Together with the continued strength of global demand for technology products, these developments should help underpin Hong Kong's export performance in the months ahead." Hong Kong moving up the value chain Beyond the cyclical upswing in technology demand, recent trade developments also point to a significant structural transformation in Hong Kong's trade profile. According to HKTDC research, Hong Kong's exports are increasingly concentrated in high-value, technology-intensive products such as integrated circuits, computer parts and advanced telecommunications equipment. These products are progressively replacing traditional lower-value, bulk merchandise as key contributors to export growth. At the same time, Hong Kong's trade logistics pattern is undergoing a profound shift, as the growing importance of high-value items, such as semiconductors and luxury products, has increased reliance on air freight. Hong Kong's extensive air cargo network, combined with its close land transport connectivity with advanced manufacturing clusters in Southern China, has strengthened its position as a leading high-value international trade and logistics hub, as pledged in Hong Kong’s First Five-Year Plan. Wing Chu said: "Hong Kong is increasingly handling products that are compact in size but exceptionally high in value, which are frequently transported via a combination of air cargo services serving overseas destinations and land transport links connecting Hong Kong with manufacturing centres in the Chinese Mainland. This transformation highlights Hong Kong's evolution from a traditional trading gateway into a high-value-added international trade and supply chain management centre." Outlook remains constructive Looking ahead, the HKTDC expects Hong Kong's exports to maintain solid momentum through the remainder of 2026, supported by resilient global demand for technology products, and robust manufacturing and trade activities across the Chinese Mainland and other major destinations, such as ASEAN. Nevertheless, exporters will continue to navigate a challenging and uncertain external environment. HKTDC Section Head of Special Project & Business Advisory, Kenneth Lee, said: "Businesses continue to face a range of external headwinds like geopolitical tensions, volatility in energy and commodity markets, and rising protectionist measures in certain economies. Despite these challenges, international consumption has remained relatively resilient in recent months, helping sustain demand for a broad range of consumer products. As a result, sectors such as clothing, watches and clocks, and jewellery have continued to deliver stable export performance alongside the strong growth seen in technology-related industries." HKTDC Section Head of Special Project & Business Advisory Kenneth Lee References - Hong Kong’s 2026 Export Outlook: Hong Kong Export Growth Forecast Upgraded to 42%-47% https://research.hktdc.com/en/article/MjQzNzY3NzQ4Mg - HKTDC Export Confidence Index 3Q26: Sentiment remains broadly positive https://research.hktdc.com/en/article/MjQzNzY3MzkyMw - Hong Kong's Evolution into a High Value-Added Trade Hub https://research.hktdc.com/en/article/MjQzOTM2OTY1MQ - HKTDC Research website https://research.hktdc.com/en/ Photo download: https://bit.ly/4rD4M8f Media enquiries Please contact the HKTDC’s Communications and Public Affairs Department: Christy Lee Tel: (852) 2584 4369 Email: [email protected] About HKTDC The Hong Kong Trade Development Council (HKTDC) celebrates its 60th anniversary this year. The HKTDC is a statutory body established in 1966 to promote, assist and develop Hong Kong's trade. With over 50 offices globally, including 13 in the Chinese Mainland, the HKTDC promotes Hong Kong as a two-way global investment and business hub. The HKTDC organises international exhibitions, conferences and business missions to create business opportunities for companies, particularly small and medium-sized enterprises (SMEs), in the mainland and international markets. The HKTDC also provides up-to-date market insights and product information via research reports and digital news channels. For more information, please visit: www.hktdc.com/aboutus.
- How Can Everyday People Participate in the AI Infrastructure Boom? 51AIpower Explains the AI Token EconomyCompanies: NvidiaOpenAIAs artificial intelligence continues to advance at a rapid pace, it is creating new companies, careers, and business opportunities. Yet for most everyday people, actually finding a way to “participate in AI” still comes with significant barriers. Beyond buying shares of AI-related companies such as NVIDIA, building an AI product requires technical expertise, training models requires specialized teams, and developing data centers or purchasing GPUs is far beyond what most individuals can realistically do.
- Shenzhen Memory Industry Association (SMIA)AI Memory & Storage: The 5th GMIF2026 Innovation Summit Successfully Concludes in ShenzhenOn September 23, the 5th GMIF2026 Innovation Summit successfully concluded at the Renaissance Shenzhen Bay Hotel. Co-hosted by the Shenzhen Memory Industry Association (SMIA) and School of Integrated Circuits at Peking University, the...
- 英伟达系列GPU租赁价格多数下跌格隆汇9月26日｜截止9月26日，B200租赁价格最新报8.04美元/小时，日涨0.37%，周涨10.74%，月涨29.26%；Ｈ200租赁价格最新报5.08美元/小时，日跌1.55%，周跌9.29%，月涨19.81%；H100租赁价格最新报2.85美元/小时，日跌2.40%，周跌5.63%，月涨6.34%；A100租赁价格最新报1.02美元/小时，较前日持平，周涨2.00%，月跌3.77%；RT...
- 马斯克豪言：SpaceX数据中心GPU数量到年底翻一倍格隆汇9月26日｜马斯克周四表示，SpaceX的人工智能超级计算机Colossus2项目计划大规模扩张，到今年年底其使用的英伟达芯片数量将较目前翻一倍以上。马斯克在X上表示，Colossus2数据中心目前已搭载11万颗NvidiaGB200芯片和44万颗GB300芯片。下周将有22万颗GB300芯片投入使用，预计11月还将有22万颗投入使用。