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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Baidu Soars on AI Optimism

 Key Takeaways Stock surge : Baidu shares jumped  16% in Hong Kong , adding  US$6.4b in market value , biggest gain since March 2022. Analyst upgrades : Arete flipped from  sell  to  buy ; Citi and Goldman also turned bullish on Baidu’s AI growth prospects. Chip & cloud catalysts : Mass production of Baidu’s Kunlun AI chips and new China Merchants Group partnership expected to boost revenue. AI model upgrade : New Ernie X1.1 shows “significant improvements,” even surpassing some DeepSeek benchmarks. Baidu Rides AI Hype Baidu’s shares surged on Wednesday as analysts highlighted the company’s  AI chip and cloud opportunities . The rally came after  Arete Research  upgraded Baidu from  sell  to  buy , reversing its lone bearish stance since May. Options Activity Jumps Investor enthusiasm spread to the derivatives market, with  170,000 contracts traded  — more than triple the 20-day average — showing bets on further u...

US Expands Semiconductor Restrictions, Targeting China’s Chip Industry

The United States launched its third crackdown on China’s semiconductor sector in three years, introducing new export restrictions on 140 companies . This latest effort, announced Monday, aims to curb Beijing's chipmaking ambitions , citing concerns about advancing AI for military use and threatening US national security . Key Highlights New Export Restrictions Targeted Companies : Chinese semiconductor toolmakers, including Naura Technology Group , Piotech , ACM Research , and SiCarrier Technology , face export restrictions. Companies like Swaysure Technology Co. , Si'En Qingdao , and Shenzhen Pensun Technology , which collaborate with Huawei Technologies , have also been added to the Entity List . Advanced Technology Curbs : Restrictions include high-bandwidth memory chips (HBM) critical for AI training and chipmaking tools produced globally by companies in countries like Singapore and Malaysia. US Allies : The rule also impacts non-US firms such as ASM International (Ne...

Samsung Electronics Overhauls Leadership Amid AI Chip Market Struggles

Samsung Electronics announced a   sweeping reshuffle   of its top executives on Wednesday, appointing new heads for its   memory and foundry chip units   to regain competitiveness in the rapidly growing   AI chip market . The reshuffle follows mounting pressure as   SK Hynix   and   TSMC   continue to dominate the sector. Key Leadership Changes Jun Young-hyun : Appointed  co-CEO  and head of the  memory chip business . Previously led Samsung’s  semiconductor division  since May, tasked with addressing the ongoing  "chip crisis" . Han Jin-man : Named  President  and head of the  foundry business , overseeing Samsung’s efforts to close the gap with rivals. Park Hark-kyu : Moved from CFO to a strategic role in the  business support task force , led by the second-in-command to Chairman  Jay Y. Lee . Samsung has not yet announced a  new CFO . Nam Seok-woo : Promoted to  Chief Technol...