The A-share market is closed, but the A-share etf is still soaring!

"Betting on china" trading is hot, with funds from A-shares continuously flowing into Hong Kong and US-related ETFs, and the Hong Kong-listed ChinaAMC Star50 ETF once surged over 200%, with several Chinese concept ETFs soaring together. Market observers have noticed funds from other regions in Asia are flowing back into the Chinese stock market.

wallstreetcnOct 3 13:08

The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?

Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.

Futu NewsMay 28 15:45

2 nanochips, a money race for the giants

The development cost of the 28 nm process is about 51.3 million US dollars, the 16 nm process requires an investment of 100 million US dollars, and the cost of the 5 nm process reaches 542 million US dollars. If we calculate an increase of close to two times, the development cost may be close to 2 billion US dollars in the 2 nm process

財經十一人Jul 19, 2022 17:30

Express News | Founder Securities: the upstream semiconductor support industry is getting more and more attention from the market.

BreakingsOct 15, 2021 10:51

Top ten institutional strategies: strengthen value allocation and lay out market conditions for the fourth quarter

CITIC Securities pointed out that the style change is speeding up, downplaying short-term games, strengthening value allocation, and laying out the market for the fourth quarter; Haitong Securities said that big finance and infrastructure-related manufacturing industries are expected to benefit; Societe Generale Securities pointed out that after experiencing turbulence, science and innovation has reached a point where it is worth spending time on dips and digging at the bottom.

券商中國Sep 27, 2021 07:31

CITIC: when the style switch is going on, the center of gravity is partial to the value.

The macroeconomic and policy environment continues to improve and the policy effect accumulates and improves fundamentals. 1) the domestic economy will improve month by month after bottoming out in August, and the economy will return to normal in the fourth quarter after the relief of short-term disturbances. Affected by the rise in raw material prices and the epidemic, PMI in manufacturing and non-manufacturing fell back to 50.1 per cent and 47.5 per cent respectively in August. On the financial front, the stock growth of social finance fell further to 10.3% in August compared with the same period last year. Structurally, government bond financing is the biggest drag. Considering that the recent net financing of new government debt has rebounded, the period of greatest downward pressure in this credit cycle has passed. In terms of foreign trade, exports grew by 25% in August.

華爾街見聞Sep 12, 2021 14:59