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China '26: Semis
6 tickers · $276.27B total market cap
Group: China
China '26: Semis tracks 6 publicly listed stocks in this theme: 002371.SHE, 1810.HK, 688072.SHG, 688256.SHG, 688795.SHG, ACMR. See the constituent table for details.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Xiaomi Corporation1810.HK | 03/24/2026 (BMO) | 05/27/2026 (BMO) | 1.59% | — | -5.93% | — | $101.39B | 16.6667 |
Cambricon Technologies Corporation Limited688256.SHG | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 0.00% | 23.85% | 17.08% | -22.08% | $81.60B | 16.6667 |
NAURA Technology Group Co., Ltd.002371.SHE | 04/17/2026 (AMC) | 04/17/2026 (AMC) | -2.10% | -0.70% | 20.54% | 32.24% | $65.89B | 16.6667 |
Piotech Inc688072.SHG | 04/28/2026 | 04/28/2026 | — | 2.37% | — | — | $23.01B | 16.6667 |
ACM Research, Inc.ACMR | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -18.68% | 8.07% | -0.54% | 11.03% | $4.37B | 16.6667 |
—688795.SHG | — | — | — | — | — | — | — | 16.6667 |
| Average | -4.80% | 8.40% | 7.79% | 7.06% | $55.25B | 16.6667 | ||
| Median | -1.05% | 5.22% | 8.27% | 11.03% | $65.89B | 16.6667 | ||
| Std Dev | 8.12% | 9.46% | 11.25% | 22.35% | $36.24B | 0.0% | ||
| Min | -18.68% | -0.70% | -5.93% | -22.08% | $4.37B | 16.6667 | ||
| Max | 1.59% | 23.85% | 20.54% | 32.24% | $101.39B | 16.6667 | ||
| % Positive Tickers | 25.00% | 75.00% | 50.00% | 66.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.