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How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
gtja: Numerous convertible bonds in the semiconductor industry chain, short-term performance is expected to bottom out and rebound.
"Trump 2.0" may further expand the scope of the entity list and expand the range of key technology products exported to China, further restricting inflow of US capital into China's semiconductor industry. It is imperative for China to achieve independent and controllable semiconductors.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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Hong Kong semiconductor stocks outperformed with strong performance, stock prices remained resilient against the market trend. Global semiconductor sales hit a record high.
①Hong Kong-listed semiconductor stocks remain resilient in a bearish market, what bullish factors are boosting the market? ②Global semiconductor sales hit a record high, what are the key points?
Brokerage morning meeting highlights: China's semiconductor industry's domestic market demand and self-controllable direction are clear.
At today's brokerage morning meeting, citic sec believes that the domestic market and self-controllable direction are clear development directions for China's semiconductor industry; gtja pointed out that the improvement in domestic demand is expected to continue to heat up, highlighting the elasticity of baijiu; htsc stated that bank performance is expected to stabilize, seizing structural opportunities.
The convergence of big finance and technology may continue to lead the bullish trend.
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