A股CPO、光通信方向午后拉升，深科达20CM涨停，长光华芯、天孚通信、光迅科技、东山精密纷纷拉升。

JP Morgan cut its PT on Exxon Mobil to $158 from $173.

A-share semiconductor materials stocks rallied; Shanghai Hejing hit its daily trading limit after its Zhengzhou subsidiary brought its Phase II 12-inch large-silicon wafer R&D and industrialization line into full production. With the line online, 12-inch epitaxial wafer capacity will gradually increase to 1.2 mln wafers/year. The company said the phased capacity release will align with domestic leading foundries' incremental demand and speed substitution of imported products, and that a planned SOI joint venture could weaken overseas vendor dominance and capture domestic substitution and emerging-application demand, amid structurally expanding high-end silicon wafer market prospects.