In fact, the reason is quite simple, that is, the whole world lacks chips, and semiconductor funds mainly invest in stocks of various chips. TSMC ·SMIC and various stocks with chip concept made a lot of money. However, with the lifting of the ban on SMIC astronomical figures, semiconductor funds are now in a sideways state, and even some semiconductor funds have fallen by more than 10 points in a month.
However, from my personal point of view, I still think that semiconductor funds will make great achievements in the stock market in the second half of the year, because many large and experienced fund managers have allocated a lot of their cash to semiconductor chip stocks. Even in a short period of time, the stock of this industry fluctuates, which is affordable for the managers of these fund companies.
It is an indisputable reality that there is a shortage of chips all over the world, whether it is mobile phones, car-making or other industries. In this special period, all countries want to develop their economies, expand domestic demand, electronic products, high-consumption products and transportation products. These products must sell well and have a market, but the most important component of these products is the chip.
According to this analysis, the future market still belongs to chip stocks. In the next 6~ 12 months, a market of semiconductor stocks is believed to have semiconductor factors, chip factors and high-tech core technologies. It is an inevitable result that you can still mix well in the stock market, so you should continue to pay attention to such stocks or funds.
Just a reminder, if you don't have such a fund now, choose some funds with relatively low net worth, and don't chase up and down casually. This is a very dangerous investment behavior, investors who are full of hope for the future and have extra liquidity in their hands. You can choose to invest in semiconductor funds by fixed investment, which may have a good return in the next 3-5 years. In short, investment is risky and speculation needs to be cautious. In any case, the previous generation was really the king of making money.