Its a semiconductor leader again! Whats wrong with the semiconductor plate?

category:Finance
 Its a semiconductor leader again! Whats wrong with the semiconductor plate?


The trend of the semiconductor plate is suppressed by the flash collapse of the leading enterprises

The two leading stocks of semiconductor industry have been greatly adjusted.

In the early morning trading on October 21, the semiconductor industry leader Ziguang Guowei fell sharply after the opening of the market, and the limit fell after about 35 minutes. By midday, Ziguang micro reported 113.65 yuan, with a total market value of 69 billion yuan.

Source: wind

Source: wind

Ziguang Guowei released the third quarter report of 2020 on the evening of October 20. During the reporting period, the company achieved revenue of 2.320 billion yuan, with a year-on-year increase of 23%; the net profit attributable to shareholders of listed companies was 684 million yuan, with a year-on-year increase of 88%; the annual net profit is expected to reach 751 million yuan - 872 million yuan, with an increase of 85% - 115%.

North Huachuang answered investors questions on the interactive platform of Shenzhen Stock Exchange on the 20th, saying that the companys orders are in good condition and there is no plan to develop lithography machines.

Under the influence of the flash collapse of the two major taps, the semiconductor plate as a whole has also been greatly adjusted. By midday, the semiconductor sector fell 2.33%. The semiconductor sector fell more than 7% in the past six trading days.

Source: wind

Home appliances and banks rose against the market

In the household appliances sector, Aucma led the rise with a 5.03% increase, Beiding shares rose by more than 4%, and jinlaite rose by more than 4%.

Source: wind

It is worth mentioning that after the listing of Beiding shares, it was called the next little bear electric appliance. According to its official website, Beiding is an innovative enterprise providing high-quality kitchen appliances and supporting products and services.

Pro cyclical plate and leading technology market in the fourth quarter

CITIC Securities strategy Qin Peijing team suggested that we should continue to pay attention to the pro cyclical plate and technology leaders. The former includes nonferrous metals and chemicals, which have benefited from the global economic recovery and a weak US dollar, and some optional consumer sectors benefiting from domestic consumption recovery, while the latter proposes to focus on new energy vehicles and consumer electronics. In addition, we can also pay attention to the electronic module, semiconductor module and military optical module.

The team of Chen Xianshun of Guotai Junan strategy points out that science and technology sector is the preferred attack direction. New energy and new energy vehicles, consumer electronics (Apple chain), network security, optical module, IDC and semiconductor (domestic substitution) are recommended for the subdivided track; hotels, automobiles, home furnishings, aviation, tourism and home appliances are recommended for optional consumption; and finance, real estate, transportation and public utilities are recommended for the fourth quarter Such undervalued and defensive sectors have a high probability of outperforming the market. Chen Li, director of Sichuan Securities Research Institute, said in an interview with zhongzhengjun that investors should follow the value investment, attach importance to the companys core assets, understand the companys moat, have their own reasonable judgment on the companys price, reduce the interference of market sentiment on their own investment, not blindly pursue the rise and fall, pursue long-term profits, and ignore the short-term Period fluctuation. For investors who are short of experience and time, they can give their funds to professional investors. Source: China Securities Journal Editor in charge: Yang Bin_ NF4368

Chen Li, director of Sichuan Securities Research Institute, said in an interview with zhongzhengjun that investors should follow the value investment, attach importance to the companys core assets, understand the companys moat, have their own reasonable judgment on the companys price, reduce the interference of market sentiment on their own investment, not blindly pursue the rise and fall, pursue long-term profits, and ignore the short-term Period fluctuation. For investors who are short of experience and time, they can give their funds to professional investors.