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gtja: Numerous convertible bonds in the semiconductor industry chain, short-term performance is expected to bottom out and rebound.
"Trump 2.0" may further expand the scope of the entity list and expand the range of key technology products exported to China, further restricting inflow of US capital into China's semiconductor industry. It is imperative for China to achieve independent and controllable semiconductors.
Hong Kong stock market midday review | Hang Seng Index fell 2.12% in the morning, car dealers/auto retailers layout new energy fund, and the stock price soared.
Currently, increasing investment in the new energy vehicle sector may become one of the ways for many dealers to break the deadlock.
Semiconductor stocks rise against the market! Hua Hong Semi up nearly 10%, semiconductor manufacturing international corporation up nearly 6%, institutions point to the imminent need for domestic equipment substitution.
Ping An Securities pointed out that against the background of restrictions on both equipment and outsourcing, mainland china's semiconductor equipment manufacturers urgently need to increase the research and development of high-end equipment to support the expansion of local advanced process capacity, and achieve the localization of the semiconductor industry chain.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
Track the entire lifecycle of the main sector.
Hong Kong semiconductor stocks outperformed with strong performance, stock prices remained resilient against the market trend. Global semiconductor sales hit a record high.
①Hong Kong-listed semiconductor stocks remain resilient in a bearish market, what bullish factors are boosting the market? ②Global semiconductor sales hit a record high, what are the key points?
Brokerage morning meeting highlights: China's semiconductor industry's domestic market demand and self-controllable direction are clear.
At today's brokerage morning meeting, citic sec believes that the domestic market and self-controllable direction are clear development directions for China's semiconductor industry; gtja pointed out that the improvement in domestic demand is expected to continue to heat up, highlighting the elasticity of baijiu; htsc stated that bank performance is expected to stabilize, seizing structural opportunities.
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