The semiconductor sector rose after the opening of the morning session and continued to maintain a strong state, with an increase of 115%, *aspect, $Cambrian$ up limit, $Haiguang info$+392%, SMIC $ -042%, NAURA $+065%, BIWIN Storage $+646%, so what is the reason for the sharp rise in semiconductors, and can it continue to attack next?
Personally, I think that the main reasons for semiconductors are as follows:
First, the U.S. stock AI chip giant Nvidia announced its earnings report, and its performance exceeded expectations, which was a boost for chip semiconductors;
Second, a few days ago, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI empowering and renewing the industry". It said that it is necessary to accelerate the development of artificial intelligence, which is the functional mission of state-owned central enterprises, which leads to an expected increase in demand for semiconductor chips;
Third, the CITIC ** research report pointed out that in the short term, the rise of mainstream storage in 24Q1 is expected to continue, and the trend of niche storage is relatively stable. This is a boon for storage companies.
So based on the above points, the semiconductor sector can be understood, then technically, semiconductors are the sector that has fallen too much in the past two years, and is currently at a relatively bottom, and in recent days, it has shown an upward trend, which has broken through the 20-day ** pressure level, and the transaction has increased significantly, and there is still about 10% space from the 60-day ** pressure level above. $ChinaAMC CNI Semiconductor Chip ETF ConnectivityC$$Sino Growth Mix $ Galaxy Innovation Growth Mix A$