Like first and then look, monthly income millions. Today's semiconductor sector opened high and low, and then bottomed out, as of press time, the semiconductor index has changed from green to red, up 0.13%, on the market, Fuhan slightly rose more than 9%, Lixin rose more than 6%, Zhongying Electronics, Jiangfeng Electronics, Sai Microelectronics rose more than 4%, Unigroup Guowei, Quanzhi Technology, Zhuosheng Micro, North Huachuang, Silan Micro and so on.
Message Surface:
U.S. officials say they are considering restricting investment and technology flows to Chinese companies in areas such as advanced semiconductors, artificial intelligence and quantum computing.
2. The Ministry of Commerce said that the US semiconductor industry policies and export controls such as chip and science law are important economic and trade concerns for China, and they are also key issues raised in the talks between China's high-level and the United States.
The news itself is bearish, but after the previous round of sanctions against Chinese semiconductors by the United States, even if the United States really implements restrictions, the impact on China's semiconductor industry is not large, and American companies in areas such as artificial intelligence and quantum computing have little investment in China, and even if there are policy restrictions, the actual impact is limited.
Semiconductor opportunity coming? Can I buy it?
At present, semiconductors are in an upward trend, and have stood on the annual line, Xiao Zeng felt that this position opportunity is greater than risk, individuals have increased their positions significantly yesterday, and subsequent dips will increase their positions, optimistic about the medium and long-term performance of semiconductors.
The reasons for optimism are as follows:
First, from the perspective of the semiconductor industry cycle, although semiconductors are still at the bottom, some sub-fields have shown signs of reversal, such as memory chips, photoresists, etc., while the demand for computing power chips AI chips has skyrocketed;
Second, although the inflection point of the recovery of personal electronic products has not yet arrived, the current sales still continue to decline, resulting in a decline in related semiconductor demand, but the rapid development of artificial intelligence, Internet of Things, automatic driving and VR and other industries, the industry's increased demand for chips, can offset the negative impact of sluggish sales of electronic products to a certain extent;
Third, the technology industry is likely to be one of the main lines of A-shares this year, and semiconductors have pulled back more than 20% from the high point in April, and the risks brought by the rapid rise in the early stage have been released;
Fourth, the current semiconductor valuation is in a medium-low position, and there is still a long way to go from the peak, and there is more room for future growth.
The above is only Xiaozeng's personal opinion, does not constitute investment advice, investment is risky, enter the market need to be cautious!
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