On December 27, China's semiconductor sector rose rapidly, with Xinhai Technology rising by more than 10% and many stocks rising by more than 5%. This has attracted the attention of the market, how to view this phenomenon?Let me make my point.
First of all, the rapid rise of the semiconductor sector indicates that the market's confidence in the semiconductor industry has been restored. In recent years, China's semiconductor industry has continued to grow and develop with the support of national policies, and at the same time, in the context of the reconstruction of the global semiconductor chain, China's semiconductor industry is expected to usher in new development opportunities.
Secondly, this time ** may be related to the market's monetary policy of the Federal Reserve. Recently, the Federal Reserve has released a signal to end interest rate hikes, the market's concerns about inflation have eased, the development of semiconductor-related industries will return to normal, and funds are expected to flow into the driving sector
Also, the industry does not mean that it has reversed. At present, the global semiconductor market is still facing some difficulties, and it is difficult to improve the overall performance in the short term. In addition, there are uncertainties in the international situation, which also makes the future trend of the semiconductor industry uncertain.
To sum up, I think the rapid rise of the semiconductor sector on the 27th shows the market's optimistic expectations for the industry's prospects, but from a medium and long-term perspective, the trend of the semiconductor industry still depends on changes in fundamentals and international forms. It is recommended that investors remain rational when participating in the investment of the semiconductor sector, pay attention to the industry leaders, grasp the market rhythm, and make a cautious layout.