The Southbound Science and Technology Innovation Board 50 (03109) rose more than 7% in the afternoon, rising by 6.96% by the time of publication, reaching 16.3 Hong Kong dollars, with a total of 137.47 million Hong Kong dollars. On the news front, benefiting from the surge in global demand for memory chips, South Korean chip manufacturers Samsung Electronics and SK Hynix saw significant increases in their stock prices, with intraday gains exceeding 10%. Samsung Electronics' market value surpassed 1 trillion U.S. dollars. As a result, as of May 6, the Science and Technology Innovation Board 50 surged more than 8% in the morning; meanwhile, A-share memory chip concept stocks saw a surge in limit-up prices, with Hylink Information reaching the limit-up price of 20cm intraday, continuing to achieve historical highs, with a total market value exceeding 820 billion yuan. Analysis from the ICBC Credit Suisse Fund indicates that based on the annual reports for 2025 and the first quarter of 2026 disclosed by several semiconductor equipment companies, the industry's overall profitability is improving and company profits are significantly increasing. Currently, AI is becoming the core engine of industrial growth. Huachuang Securities believes that as the market gradually becomes desensitized to geopolitical conflicts, attention has shifted back to fundamentals and industry logic. Stimulated by factors such as policy benefits, easing geopolitical risks, and capital inflows, increased market risk preference is driving continued trading volumes, with the possibility for the index to further recover and break through previous highs.