The most direct Objectively speaking, the trend of domestic semiconductors will most likely be in this state. External
pressure is the upper limit, and internal support, market demand, substitution, and the company’s own breakthrough are the lower limit.
Over a period of time, the stock price will go up and down within this “box”. The “box” itself is not
static. If there is fierce external fire, the “box” will be under pressure to move downward. Conversely, when the domestic counterattack fire is strong, the “box” will move upward.
Therefore, moving back and forth in waves is a good strategy.
This is inde the case. Since 2018, domestic semiconductor companies have had many opportunities for
stock price fluctuations, some large and some small. There are also some longlasting downward
periods, which are also mix with the decline of the macro economy and the overall stock market and
are extremely difficult to endure, such as 2022, the second half of 2023, and Q3 of 2024.
We also see that in the first half of 2023
Q2 of 2024, and especially from September 24, 2024 to the present, the stock prices of semiconductor companies have rebound strongly, and they are one of the sectors that continue to outperform the market.
Just by simply pulling the Kline, you can clearly see that most market indices and industry indices
have fallen back to or below the lows of October last year. The semiconductor industry index is still
higher than the low of October last year, which email marketingyour inbox subscribe to is quite resilient.
One of the reasons behind this is that the constituent stocks of the CSI Semiconductor Chip Index
focus on the leaders of various semiconductor subsectors, including SMIC, Higon Information
Technology, Cambrian, North Huachuang, Will Semiconductor, AMEC, Lanqi Technology and other
leading companies, comprehensively covering multiple key tracks such as domestic substitution, computing facilities, and AI applications.
The fundamentals of these individual stocks are relatively
Good among their respective sectors, and their philippines numbers share prices have been on a good upward trend in the
past few months. Although there have been some pullbacks, the magnitude has been relatively small, providing strong support for the index The most direct.
