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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.
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.
Haiguang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.
①In the third quarter, Haiguang Information achieved a net income attributable to the parent company of 0.672 billion yuan, a year-on-year increase of 199.9%;②During the reporting period, Ge Weidong's Chaos Investment reduced its holdings by over 4.13 million shares; ③If Chaos Investment implements the shareholding before September 27, it will miss out on most of the gains.
Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.
①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.
Chinaamc Star50 ETF increased its shareholding in Semiconductor Manufacturing International Corporation by more than 9.6 million shares, with domestic shareholding exceeding 5% for the first time.
Semiconductor Manufacturing International Corporation announced that E Fund Star50 ETF increased its shareholding by approximately 9.61 million shares, accounting for 5.47% of its total domestic share capital after the increase; ETF products are becoming an important channel for investors to allocate semiconductor manufacturing international corporation and other companies, with four of the top ten shareholders of semiconductor manufacturing international corporation being ETF funds.
US stocks closed: on the two-year anniversary of this bull market, the S&P and Dow hit new highs, while Chinese stocks collectively strengthened.
①The s&p 500 index welcomes the second anniversary of the bull market, historically breaking through the 5800-point integer mark for the first time on Friday; ②The nasdaq china golden dragon index has closed higher for two consecutive days; ③Tesla tumbled by 8%, while uber technologies and Lyft strengthened; ④Boeing announced a 10% workforce reduction.
Daring Lu : China is the next Super power.