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.

cls.cnOct 15 21:40 ET

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.

cls.cnOct 11 20:26 ET

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.

cls.cnOct 10 21:24 ET

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.

cls.cnOct 9 21:16 ET

Semiconductor Manufacturing International Corporation's Hong Kong stocks surged nearly 60% during the holiday, with the semiconductor sector showing high elasticity and possibly welcoming a big rebound opportunity.

①The Hang Seng Tech Index hit a new high since February 2022, with Semiconductor Manufacturing International Corporation rising nearly 60% since October. ②Guangfa strategy chief analyst Liu Chenming believes that during the National Day holiday, the most vigorous rise in Hong Kong stocks is the technology sector represented by semiconductors. "I think when we come back from the National Day, the focus should also be on sectors represented by the Star Market in the A-share market."

cls.cnOct 7 20:02 ET

How to Capitalize on the Ongoing Bull Market for Chinese Stocks

Noah JohnsonOct 1 03:32 ET