Magawo a chip ndi semiconductor akhalanso makeke okoma pamsika. Kumapeto kwa msika pa June 23, Shenwan Secondary Semiconductor Index idakwera ndi 5.16% tsiku limodzi. Atakwera ndi 7.98% tsiku limodzi pa June 17, Changyang adatulutsidwanso. Mabungwe aboma ndi achinsinsi amakhulupirira kuti kuchuluka kwa ma semiconductors kumatha kupitilira, ndipo pali mwayi wokwanira wotukuka kwakanthawi.
Gawo la semiconductor lakwera posachedwa
Kuyang'anitsitsa, mu Shenwan Secondary Semiconductor Index, masheya awiri a Ashi Chuang ndi Guokewei onse adakwera 20% tsiku lomwelo. Pakati pa 47 masheya a index, masheya 16 adakwera kuposa 5% tsiku limodzi.
Pofika kumapeto kwa June 23, pakati pa 104 Shenwan secondary indexes, semiconductors akwera ndi 17.04% mwezi uno, wachiwiri kwa magalimoto, omwe ali achiwiri.
Nthawi yomweyo, mtengo wa ETF wokhudzana ndi semiconductor wokhala ndi "chips" ndi "semiconductors" m'maina awo wakweranso. Panthawi imodzimodziyo, mtengo wamtengo wapatali wazinthu zambiri zomwe zimagwira ntchito pamakampani a semiconductor wakweranso kwambiri.
Malinga ndi momwe makampani a chip ndi semiconductor akuyembekezeka kukulirakulira, mabungwe omwe ali ndi chiyembekezo amawonetsa kuti ali ndi chiyembekezo chamtsogolo. China Southern Fund Shi Bo adati akupitilizabe kukhala ndi chiyembekezo chokhudza kukhazikitsidwa kwamakampani opanga ma semiconductor. Chifukwa cha "kusowa kwakukulu" kwapadziko lonse lapansi ndi zinthu zina, kukhazikitsidwa kwamakampani a semiconductor ndikofunikira. Kaya ndi zida zachikhalidwe zama semiconductor, kapena kupanga ma semiconductors am'badwo wachitatu ndi matekinoloje atsopano, zikuwonetsa kutsimikiza kwa China kupitiliza kulima m'munda wa semiconductor.
Malinga ndi Pan Yongchang wa Nord Fund, luso ndi chitukuko cha makampani aukadaulo zikuyenda bwino, ndipo kukula kwapakati komanso kwanthawi yayitali ndikwamphamvu. Mwachitsanzo, kufunikira kwakanthawi kochepa m'munda wa semiconductor ndi wamphamvu ndipo zoperekera ndizochepa. Lingaliro la kusalinganika kwakanthawi kochepa pakati pa kupezeka ndi kufunikira kumagwirizana ndi malingaliro anthawi yapakatikati ndi yayitali, zomwe zingapangitse kuti chitukuko cha gawo la semiconductor chipitirire kukwera.
Kuchulukirachulukira kwamakampani kukuyembekezeka kukwera
Potengera kugawika kwa magawo ndi kufunikira kwa magawo, osunga ndalama ambiri omwe adafunsidwa adati kukwera kwamphamvu kwamakampani a semiconductor kudzakhala chochitika chotheka. Inu Guoliang, woyang'anira thumba la Great Wall Jiujia Innovation Growth Fund, adati zofunikira za gawo la semiconductor zakhala zikuyenda bwino m'zaka zaposachedwa, makamaka m'zaka ziwiri zapitazi, kukula kwamakampani okhudzana nawo kwakhala kwakukulu. Munda wa chip unayamba kutha m'gawo lachinayi la chaka chatha, ndipo kutukuka kwamakampaniwo kudakulitsidwanso. Zitha kuwoneka kuti ntchito zamakampani ambiri okhudzana ndi semiconductor omwe adatchulidwa akupitiriza kukula mofulumira, makamaka makampani ena amagetsi amagetsi, chifukwa cha kuyendetsa galimoto yamagetsi ndi nzeru, ntchito ya lipoti la chaka chino ndi yopambana, yoposa zomwe msika ukuyembekezera.
Kong Xuebing, Managing Director and Fund manager of the Investment department of Jinxin Fund, posachedwapa ananena kuti ziyenera kukhala chochitika mkulu Mwina kuti makampani semiconductor kukwaniritsa mlingo kukula ntchito oposa 20% mu 2021; kuchokera ku mapangidwe a IC mpaka kupanga zophika mpaka pakuyika ndi kuyesa, voliyumu ndi mtengo wakwera padziko lonse lapansi. Ndizochitika zodziwika bwino za kugonana; akuyembekezeka kuti mphamvu yopanga semiconductor padziko lonse lapansi ikhala yolimba mpaka 2022.
Ping An Fund Xue Jiying adanena kuti pakuwona kutukuka kwakanthawi kochepa, "kufunafuna kuchira + kusungira katundu + kusakwanira" kwapangitsa kuti pakhale kufunikira kokwanira kwa semiconductor padziko lonse lapansi mu theka loyamba la 2021. Chodabwitsa cha "kusowa kwakukulu" ndi serious. Zifukwa zazikuluzikulu ndi izi: kuchokera kumbali yofunikila Pankhani ya kufunikira kwapansi, kufunikira kwa magalimoto ndi mafakitale akuchira mofulumira. Zatsopano zamapangidwe monga 5G ndi magalimoto atsopano amphamvu zabweretsa kukula kwatsopano. Kuphatikiza apo, mliriwu umakhudzanso kufunikira kwa mafoni a m'manja ndi makampani opanga magalimoto, ndipo tchipisi ta m'mwamba nthawi zambiri zimagaya zinthu zomwe zimafunikira kuti zibwezeretsedwe. Zoperekazo zitakhala zochepa, makampani omaliza adachulukitsa kugula kwa tchipisi, ndipo makampani opanga ma chip adakulitsa kufunikira kwa zophika. Mu theka loyamba la chaka chino, kutsutsana kwakanthawi kochepa pakati pa kupereka ndi kufuna kunakula. Kuchokera pamalingaliro a gawo loperekera, kuperekera kwa njira zokhwima kumakhala kochepa, ndipo gawo lonse la semiconductor padziko lonse lapansi ndilochepa. Chiwongola dzanja chomaliza cha kukulitsa chinali theka loyamba la 2017-2018. Pambuyo pake, chifukwa cha chisokonezo chakunja, panali kuwonjezeka pang'ono komanso ndalama zochepa za zida mu 2019. mliri). Xue Jiying akulosera kuti kukula kwa makampani a semiconductor kudzakhalapo mpaka theka loyamba la chaka chamawa. Pazifukwa izi, mwayi wopeza ndalama mu gawoli udzawonjezeka. Kwa makampani omwewo, ali ndi machitidwe abwino amakampani. Pansi pa kukula kwakukulu, ndi koyenera kufufuza mwayi wambiri wazinthu zapayekha. .
Woyang'anira wa Invesco Wall Wall Fund Yang Ruiwen adati: Choyamba, ichi ndi chiwongolero cha semiconductor boom chomwe sichinachitikepo, chomwe chikuwonekera pakuwonjezeka koonekeratu kwa voliyumu ndi mtengo, zomwe zitha zaka zoposa ziwiri; chachiwiri, makampani opanga ma chip omwe ali ndi mphamvu zothandizira adzalandira zomwe sizinachitikepo Kukonzanso kwamakampani opanga chip kudzayamba; chachitatu, oyenerera opanga Chinese adzayang'anizana ndi mwayi mbiri, ndi mgwirizano padziko lonse ndi chinsinsi kuchepetsa zotsatira zoipa zachuma; chachinayi, kusowa kwa tchipisi zamagalimoto ndikoyamba kwambiri, ndipo mwayi ndiwonso woyamba Madera omwe ali ndi magawo omwe amathetsa zovuta zopezeka ndi zofunikira, koma adzabweretsanso "kusowa kwakukulu" m'malo ena.
Shenzhen Yihu Investment Analysis imakhulupirira kuti kuchokera ku disk yaposachedwapa, zida zamakono zimatuluka pang'onopang'ono kuchokera pansi, ndipo makampani a semiconductor akutentha kwambiri. Makampani a semiconductor ndi amodzi mwamagawo omwe akhudzidwa kwambiri ndi kasinthidwe kazinthu zamakampani padziko lonse lapansi. Pansi pa mliriwu, kusokonekera kwapadziko lonse lapansi ndikusokonekera kwazinthu zikupitilira, ndipo vuto la "kusowa kwakukulu" silinathetsedwe bwino. Pankhani ya kusagwirizana kwa semiconductor komanso kusagwirizana kwa kufunikira, makampani opanga ma semiconductor akuyembekezeka kukhalabe olemera kwambiri, kuyang'ana kwambiri ma semiconductors am'badwo wachitatu, kuphatikiza mwayi wokhudzana ndi ndalama mu MCU, driver IC, ndi magawo a zida za RF.
Nthawi yotumiza: Jun-24-2021