tech semiconductors received institutional buying for two consecutive days with intense speculation from first-tier private equity investors at tianfeng securities.
①Tech semiconductors, whose stock price hit a historical high, received institutional buy orders of 0.292 billion today, compared to 0.132 billion buy orders from institutions yesterday. ②Tianfeng Securities received a total buy order of 0.379 billion from two first-tier institutional investors, while facing a sell order of 0.259 billion from one first-tier institutional investor. In addition, the stock received a buy order of 0.296 billion from one institution while facing a sell order of 0.236 billion from another institution.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
The Hong Kong stock market is strong, with a stock soaring over 123% during intraday trading! What happened?
With the rise in market activity, the Hong Kong stock market has also seen frequent appearances of "monster stocks".
The annual top event of the integrated circuit industry is about to be held, and the recovery of the semiconductor prosperity is expected to continue.
On August 16, 2024, the top annual event in China's integrated circuit industry, the 2024 China (Shenzhen) Integrated Circuit Summit (referred to as the 'ICS2024 Summit'), will be grandly held in Shenzhen. Yongzheng Ma of Shanghai Securities believes that the semiconductors will achieve preliminary repair in 2024H1, and the recovery of the sub-sectors' prosperity is expected to continue in 2024H2.
Taiwan Semiconductor's urgent orders in mainland China have surged, indicating a positive trend in the semiconductor industry's recovery.
According to industry insiders, Taiwan Semiconductor has received an increase in orders for Super Urgent (SHR) from mainland Chinese customers, and customers are willing to pay a 40% premium for this. Tianfeng Securities' Pan Jian pointed out that looking at the whole year, it is expected that the shipment volume of mobile phones/PCs will increase compared to the previous year, and the tide of terminal replacement brought by AI and the construction of cloud computing will both drive semiconductors into a new cycle.
Data Analysis: Northbound funds significantly reduced holdings in Citic Securities, and well-known institutional investors sold Shanghai Belling Corp., Ltd. for over 100 million yuan.
CITIC Securities, which rose more than 4%, suffered net sales of 0.479 billion yuan from northbound funds. Semiconductor stock Shanghai Belling Corp., Ltd. was sold by Ningbo Sangtian Road Business Department of Guosen Securities for over 100 million yuan and was also sold by a quantitative position for over 40 million yuan.