3191.HK is trading at HK$76.90, down 4.47%, with no confirmed semiconductor-specific news explaining the decline.

  • The reported Micron-led Asian chip rally would point the other way and does not explain the drop.
  • Higher Treasury yields and oil-related inflation concerns could weigh on growth-sensitive shares, but remain plausible, unverified macro pressures.
  • HKEX says Hong Kong markets reopened October 2, while mainland-market access was holiday-closed, limiting direct confirmation from underlying A-share constituents.