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This (chip semiconductor-domestic substitution) concept stock, I immediately wrote an article to dedicate to your collection and preservation.
Articles – The bottom (Digital Economy – Categorization) article covers:
(Digital economy + artificial intelligence + chip sector + semiconductor sector + 6G + AI + industry chain of various industries) - related stocks of the industry chain
You are welcome to open my previous article and find the section you are interested in - the conceptual classification diagram
In the future, there will be more popular section concept maps, I will send them out for your reference as soon as possible!
On the basis of the last 2 articles, 3 more (chip sector) industry classification charts have been updated
In the future, individual stocks with positions (national large funds) are easy to be pulled up by institutional groups. You have to choose a low ticket that does not rise. I myself chose a listed company (semiconductor-discrete). If the short-term increase is more, it needs a major adjustment at the weekly level, and there will be a good opportunity.
In the chip sector, most of the listed companies are still in the bottom area, and those companies that have risen by 30%-40% should not go to the game. Try to choose the listed enterprises that have been stationed in the last 2 years of the National Large Fund-2 phase.
Generally, listed companies bought by large national funds will reduce their holdings for more than 4-5 years, and then invest in listed companies with chip segments. In this way, it can continue to provide a steady stream of financial support for various sub-industries. Therefore, based on this line of thinking, there must be a short-term rise and a bearish judgment, and the medium line is optimistic. Anyway, I only consider the low-level large box in the short term, and the subdivision chip industry leader with a large market capitalization.
The picture above is a floor fund, and many readers are not familiar with funds
Let me introduce you to the difference between (on-exchange funds) and (over-the-counter funds).
Funds traded with (stock accounts), commonly known as - floor funds, T+1 trading rules, buy today and sell tomorrow, or hold in the middle line. It is characterized by strong flexibility, and if there is a major positive, it can be sold at the opening of the day.
Here is a separate explanation of why the (chip) sector is the main line in the later stage.
According to the law of predicament reversal, if there is a fundamental inflection point in the semiconductor 3 or 4 quarters, the market will be hyped 1-2 quarters in advance, and now is the time for hype.
When the semiconductor industry fully recovers, it is the moment for us to sell semiconductors. The risk of individual stocks in the semiconductor sector is probably between 3-4 quarters.
At that time, we will look at the risks of semiconductors in combination with domestic policies, fundamentals and foreign industrial policies. At present, there is no problem in speculating until the third quarter.
Chip-on-market funds, still in the bottom area, through the fund's K-line, probably know that the chip industry has fallen for a full 2 years.
There are 5 (on-market chip trading funds), (science and technology innovation board) -2, (motherboard) -3.
In the last 2 weeks of chip sector ETFs, the short-term increase reached about 10%-13% of the increase, short-term is not recommended that you chase the rise, it is best to wait for the chip sector to plummet and appear a good chip ETF fund weekly level 5-day net value price back, will be a good opportunity.
This year is the first year of the registration system, and the best change is that 10%-20% of stocks are up and 80%-90% of small-cap stocks are down in a single day. From the perspective of (game) it is no longer suitable for (most retail investors) to gamble, and old investors are constantly adapting to new market changes this year. Personally, I still try to operate (industry ETF funds). Retail investors with foreign registration changed from 90% to about 15%.
Welcome (readers) to share with me: (Fund) related questions - (stock) related questions
I will do my best to brag about my 14 years of stock trading experience with you!
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