[Semiconductor and optical communications Hong Kong stocks strengthened, SMIC rose 7%] On November 4, Hong Kong stocks’ semiconductor and optical communications chains collectively strengthened in the afternoon. As of press time, SMIC (00981.HK) has risen by 7%, Huahong Grace (01347.HK) has risen by about 6.5%, Zhongji InnoLight (03308.HK) has risen by more than 3%, and YOFC Optical Fiber and Cable (06869.HK) has risen by more than 6%. In terms of news, Zhongji InnoLight clarified the rumors of "overseas customers cutting orders" and emphasized that the order coverage in 2027 is sufficient, which led to the recovery of computing hardware sentiment; at the same time, the A-share semiconductor sector strengthened, and Hong Kong stocks stabilized and rebounded.