On June 15, Montage Technology rose 3.83% in regular trading, trading at 373.6 HKD/share, with turnover of HKD 428 million.
On the news front, FTSE Russell previously announced the inclusion of Montage Technology into the FTSE China A50 Index, with the change set to take effect after market close on June 18. Approximately USD 50 billion in assets track the index, with an estimated RMB 6.5–9.0 billion in passive allocation expected for the company. Historical patterns indicate that passive funds typically concentrate position-building within 5–7 trading days ahead of the effective date, placing the stock squarely within the peak capital allocation window.
Additionally, the broader semiconductor sector rallied strongly, with Hua Hong Semiconductor surging over 10%, SMIC gaining over 6%, and Innoscience rising over 11%, providing significant sector linkage support. Montage Technology had previously come under pressure from rumors of NVIDIA Vera Rubin memory configuration downgrades but has since stabilized and rebounded on the dual catalysts of index inclusion and sector momentum.
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