Hello everyone, I am guarding the clouds and seeing the moon. On December 20, the three major indexes collectively closed down, and the Shanghai Composite Index fell 103%, the Shenzhen Component Index fell 141%, the GEM index fell 146%。The semiconductor board dived at the end of the day, and the deadline fell 121%, what do you think about the follow-up?
On the news side, according to the "Japan Economic News" on December 13**, the International Semiconductor Equipment and Materials Organization (SEMI) on the 12th**, the global semiconductor equipment sales in 2024 may turn from decline to increase after two years, an increase of 4% from 2023 to 105.3 billion US dollars;It will continue to grow in 2025, reaching a record high of $124 billion. Investment in semiconductor equipment is expected to rebound due to the improvement in the supply of semiconductors.
In terms of strong, weak** and leading stocks in the sector: Xinzhong Technology rose 636%；SMIC fell 046%, Haiguang Information fell 208%。Of the 171 animals covered in this sector, 29 are ***
Summary: The semiconductor sector shrank**, and the transaction volume was 244 as of **4.4 billion yuan, with a net outflow of 89.1 billion yuan. Falling below the 5-day line again, the current volume is insufficient, the position is mainly wait-and-see, and the position can be appropriately increased after stabilization.
The above is purely a personal opinion, and the products mentioned in the article are for creative needs and are not recommended. If the article is fortunate enough to be read and feels okay, please pay attention to it and like it to support. Adhere to the concept of value investment, keep the clouds open and see the moon.