Guan Shipeng |Investment Advisors
a0380621040001|Practice number
Considering the relative resilience of the global macro and the expected end of the Fed's interest rate hike cycle, the prosperity of the relevant segments of the big technology field is expected to bottom out and usher in investment opportunities.
The semiconductor industry is characterized by technology-intensive, capital-intensive and industrial clusters. The upstream of the semiconductor industry chain is IC design, semiconductor materials, and semiconductor equipmentThe midstream is semiconductor manufacturing, semiconductor packaging and testing;Downstream are a variety of application areas.
At present, the semiconductor industry chain has formed an efficient and stable in-depth division of labor model of EDA tools, IP suppliers, IC design, foundr factories, and packaging and testing plants. At present, global semiconductors are experiencing the third industrial transfer from Taiwan, China to Chinese mainland, historically, the first two industry transfers occurred in the 80s and late 90s of the 20th century, from the United States to Japan and the United States and Japan to South Korea, Taiwan, China.
At present, the prosperity of the chemical industry continues to be low, and the brokerage analysis believes that as the chemical industry as a whole is at the bottom of the stage, the downside risk of the current chemical industry has been greatly alleviated, and the prosperity is expected to bottom out next year.
Guoxin ** said that considering the relative resilience of the global macro and the expected end of the Federal Reserve's interest rate hike cycle, and the introduction of domestic support policies for real estate and other industries, the demand for chemical products at home and abroad is expected to resume growth, and the overall prosperity of the chemical industry is expected to bottom out**.
Galaxy believes that in the context of weak support on the cost side, chemical products are obvious. Looking forward to 2024, the center of gravity of oil prices may fall slightly, and the cost side will no longer be the key to the profitability of the industryUnder the resonance of internal and external demand repair and active replenishment of inventory**, the overall prosperity of the chemical industry is expected to rise in 2024, and there is a structural **.
Technical: The concept index of chemical raw materials has continued to fall recently, stopped falling and stabilized under the support of the previous low, and closed slightly up against the trend on Tuesday, and the market is expected to continue to rebound.
Guan Shipeng (certificate number A0380621040001) Introduction:
He has served as a special guest of Zhejiang Economic Radio's "Fortune Evening Peak", "Finance and Economics at 8 o'clock in the morning" and "Venture Capital Heroes" columns for a long time, and has a keen perception of the mainstream direction of the market.
【Disclaimer】The content and views in this article are for reference only and do not constitute any investment advice. **There are risks, and you need to be cautious when entering the market.