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Express News | US officials have called for restrictions on Huawei and other related companies in the semiconductor field, and the Ministry of Foreign Affairs responded.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.
Sudden move | Chip stocks rebounded in early trading, with reports that the USA is considering restricting the sale of ai chips to certain countries, institutions expect ai and domestic demand to drive semiconductor demand.
Chip stocks rebounded in early trading. As of press time, Solomon Systech rose by 3.57%, to 0.58 Hong Kong dollars; Shanghai Fudan rose by 4.85%, to 17.3 Hong Kong dollars; Semiconductor Manufacturing International Corporation rose by 4.50%, to 27.85 Hong Kong dollars; Hua Hong Semi rose by 3.24%, to 23.9 Hong Kong dollars.
China Securities Co., Ltd.: Fiscal clues are gradually becoming clear. Buy on dips to layout trades for the recovery of domestic demand.
china securities co.,ltd. released research reports stating that the market has transitioned from the 'blitzkrieg' of the first phase of the bull market to the second phase of 'tug of war', presenting a pattern of fluctuations in the short term. However, in the medium term, it is also a period for preparing for the layout of the third phase.
Denbang Securities: Semiconductors are an important investment direction in the bull market. There may still be significant room for further increase at present.
Currently, there is a large gap in the overall domestic semiconductor production capacity, with continuous external restrictions increasing. The localization process in some areas is gradually accelerating.
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