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.

Source: wind

North Huachuang, another leader in the semiconductor industry, quickly dived after a slight drop in the country, with a decline of more than 7%. As of midday closing, North China group fell 7.98% to 156.95 yuan, with its latest total market value of 77.7 billion yuan.

Source: wind

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

As for the recent adjustment, Zhang Yulong, chief analyst of securities strategy of China Securities Construction Investment Corporation, told zhongzhengjun that on the one hand, there are many external disturbance factors in the semiconductor industry in the near future, which affect the trend of the plate; on the other hand, the recent lifting and reduction of the semiconductor plates holding volume is relatively large, which also has an impact on the board to a certain extent. However, there is no problem with the fundamentals of the semiconductor industry, and investors need to grasp the factors such as capital changes at the transaction level. Zhang Yulong said.

Home appliances and banks rose against the market

October 21 morning, A-share market volatility weakened. As of midday closing, the Shanghai Composite Index, Shenzhen Composite Index and gem index fell 0.35%, 1.12% and 1.48% respectively. Among the 28 industry sectors, only home appliances and banks rose against the market.

Source: wind

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%.

Data shows that the shares of Beiding stock have been rising since it was listed on June 19 this year. As of midday close, its share price has risen more than 500% in the four months since its listing.

For the small household appliances market, Societe Generale Securities said that the recent European and American epidemic situation rebounded and superimposed. This winter is probably a cold winter. It is estimated that domestic consumers will spend more time at home in the consumption scene in autumn and winter, promoting the demand for electric hot pot, cooking small appliances and cleaning appliances to pick up in autumn and winter, similar to the booming sales of small household appliances under the background of epidemic prevention and control in the first half of this year. As the epidemic subsided in the third quarter, the growth rate of these small appliances decreased month on month, and the stock prices fell accordingly, and the market attention gradually declined. With the demand for small appliances rebounding in autumn and winter, or driving the stock price to rise further.

Pro cyclical plate and leading technology market in the fourth quarter

After synthesizing the views of securities companies, zhongzhengjun found that the securities companies were generally optimistic about the A-share market in the mid-term of the fourth quarter. How should investors grasp? How to prevent lightning?

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

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.