The leader of "semiconductors", with a large increase of 10 billion yuan, may become the leader of science and technology in 2024!
I have always paid attention to the growth logic behind it, rather than judging by some simple news, and the core logic of "semiconductors" is:
Clause. 1. A number of companies have shown strong performance, which has prompted the capital market to remain optimistic about the future development of the semiconductor industry, especially for those third-generation semiconductor companies with technological advantages and market potential.
Clause. Second, the scale of semiconductor ETFs has increased significantly by 6 in the past year3.8 billion yuan, showing an obvious growth trend.
Third, driven by the surge in demand for artificial intelligence, the semiconductor chip industry seems to have been revitalized overnight. Recently, the financial data released by a number of industry giants show that the semiconductor chip industry has once again ushered in a period of vigorous development. This spectacular spectacle brings great hope and vitality to the future development of the entire industry.
The progress of science and technology, the scientific research of chips, and the selection of several core companies from the "semiconductor" related sectors, especially the last one, may usher in the main rising wave again!
The first: China Porcelain Electronics
The company's precision ceramic parts are made of advanced ceramic materials such as alumina and aluminum nitride, which are prepared by precision processing and are used in the core components of semiconductor equipment. These parts have excellent properties such as high strength, corrosion resistance and high precision.
The second: Tony Electronics
The Company's main products cover ultra-fine electronic wires and diamond cutting wires. In addition, they plan to build a new project with an annual output of 120,000 pieces of silicon carbide semiconductor materials.
The third: San'an Optoelectronics
The Company's core business is mainly involved in the production of gallium arsenide semiconductor chips and gallium nitride high-power semiconductor chip products. GaN semiconductor devices are mainly used in the communication field, while GaN high-power semiconductor chip products also play an important role in various fields.
Fifth: the optimistic one
The concept of lithography machine + chip, the earliest clear semiconductor manufacturer in China.
The number of shareholders is 260,000, the main inflow of 200 million, the market value is less than 10 billion, the starting stock price is 14 yuan, low + low valuation,The bottom is launched, and it is in the bottom "** pit", and the chip peak is highly concentrated.
From a technical point of view, the classic duck head pattern,The bottom is a strong trend line, and the patience is resistantOne yang wears more, the main force is high-control, and it is expected to be 14 yuan to 30 yuan.
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