🔴 3119.HK is trading 3.7% down today as investors question AI profitability

3119.HK is trading 3.7% down today as investors dump semiconductor shares after questioning the durability and profitability of the recent AI-driven boom.

• Heavy exposure to TSMC, SK Hynix, Samsung, and Tokyo Electron is amplifying the impact of a global semiconductor rout.
• The sell-off is driven by mounting fears over high AI capital expenditure and fast-rising competition from Chinese chip manufacturers.