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The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
China Securities Co., Ltd.: Fiscal clues are gradually becoming clear. Buy on dips to layout trades for the recovery of domestic demand.
china securities co.,ltd. released research reports stating that the market has transitioned from the 'blitzkrieg' of the first phase of the bull market to the second phase of 'tug of war', presenting a pattern of fluctuations in the short term. However, in the medium term, it is also a period for preparing for the layout of the third phase.
Debon Securities: Semiconductors are an important investment direction in a bull market. There may still be significant room for further upside.
Currently, there is a large gap in the overall domestic semiconductor production capacity, with continuous external restrictions increasing. The localization process in some areas is gradually accelerating.
The market's clear switch from high to low, collectively falling back for high-end stocks, can the beginning with middle letter stocks hold up the flag?
Track the entire lifecycle of the main sector.
Where to go after the short-term market earthquake? The direction of big finance and technology may still be the focus.
Track the entire lifecycle of the main sector.
Trending Industry Today: SHANGHAI FUDAN Leads Losses In Semiconductors Stocks
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