3191.HK is trading at HK$92.30, up +3.27%, as investors rotate back into AI and domestic chip supply-chain stocks.

  • The CSI Semiconductor Index recently gained 3.2%, while AI shares also rallied.
  • The move is sector-wide, supported by Beijing’s long-term semiconductor policy and patient-capital initiatives.
  • Major ETF holdings include GigaDevice, NAURA, AMEC, SMIC, and Montage Technology.