Name: Investor: Chip stock correction may create new opportunities
Uploaded: 2026-07-31T11:41:47+08:00
Duration: PT41.96S
Description: Valuation concerns and liquidity pressure from the CXMT IPO have pushed some Chinese semiconductor stocks sharply lower, says Hong Hao, the managing partner and chief investment officer of Lotus Asset Management. He adds that many remain globally competitive,

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Valuation concerns and liquidity pressure from the CXMT IPO have pushed some Chinese semiconductor stocks sharply lower, says Hong Hao, the managing partner and chief investment officer of Lotus Asset Management. He adds that many remain globally competitive, and the recent correction could create fresh opportunities as investor confidence returns to the sector.

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