ETF Daily Report (05.13) | Storage concept rebounds collectively, ChiNext ETF strengthens all day.

2026-05-13 16:41

Zhitongcaijing
Today, the Hong Kong stock market rose moderately, with storage concepts collectively rebounding, and the GEM and semiconductor ETF strengthening throughout the day.
Today, the Hong Kong stock market rose moderately, with storage concept stocks collectively rebounding. The ChiNext and semiconductor ETFs strengthened throughout the day. The Hang Seng Index rose by 0.15% to 26388.44 points at the close, with a total turnover of 277.71 billion Hong Kong dollars for the day; the Hang Seng TECH Index rose by 0.46% to 5093.85 points. The top three performing ETF products in the Hong Kong stock market were: AIA Group (02800) rose by 0.15% to 26.52 Hong Kong dollars; HS Tech (03033) rose by 0.4% to 4.988 Hong Kong dollars; Samsung Double Bull (07709) rose by 14.81% to 105.6 Hong Kong dollars.
Industry Performance:
1. Korean customs data reveals a monthly surge in storage prices, with the AI arms race continuing to intensify, leading to a collective rebound in related storage ETFs. On the market, Samsung Double Bull (07709) rose by 14.81% to 105.6 Hong Kong dollars; Samsung Double Bull Samsung Electronics (07747) rose by 6.56% to 149.4 Hong Kong dollars at the close.
May 13, according to market media reports, SK Hynix CEO Lee Seok will meet with Microsoft co-founders Bill Gates and CEO Satya Nadella in the United States, aiming to further deepen the strategic partnership between Microsoft and SK Hynix, especially in terms of HBM supply. In addition, the South Korean government may intervene in the Samsung strike to stabilize the supply chain. South Korean customs latest data shows that memory chip export prices continue to rise, confirming the accelerating trend brought on by AI computing power demand.
Haitong International Chief Economist Zhang Yidong believes that the storage industry's fundamental prosperity continues to rise, with the Q2 price increases being fully validated by the industry chain. The sector's investment focus has officially shifted from comprehensive rise to structural differentiation. The current market focus is no longer on whether storage prices can achieve a month-on-month increase, but rather on the absolute increase in prices, the duration of high prosperity prices, and the differences in cost tolerance for continuous price hikes in downstream terminals. The divergence in the prosperity of consumer electronics and AI servers has become the core variable driving the subsequent market trends.
2. The ChiNext Index returned above 4000 points, with the ChiNext 50 and the GEM Comp Index continuin...