Professional red brother, let's talk,
We saw that many stocks in the semiconductor sector rose sharply on Thursday, especially on Friday. The semiconductor sector led the gains, especially the conductor chip sector, in which the chip ETF rose as high as 3.74%.
In the news, the rise of emerging formats such as the Internet of Things and the impact of the epidemic have driven the demand for chips. Especially recently, many new energy automobile companies have said that they were forced to stop production because of the shortage of chips, which made the chips hot for some time. At present, the demand for in-vehicle chips in the automobile industry is increasing, and it is expected that it will still be highly dependent on the production capacity of semiconductors in the short term.
In fact, this incident started a week ago, but some friends were too concerned about the rise and fall of the index or lost confidence in the downturn of semiconductors, and did not dig deep.
The main reason for the chip shortage is the lack of upstream demand for chips in the new energy automobile industry, so this incident can continue. However, another reason for the semiconductor rebound is the oversold, which is the huge decline in the previous period. This is consistent with Hong Ge's constant reminder that we should tap the main line of oversold after the Spring Festival.
There are two main reasons for the adjustment and downturn of technology stocks after half a year.
First, the increase in the previous period was relatively high, and the performance of some stocks in the sector was also mixed, and the stock price would plummet at the slightest sign of trouble. There will be some growth in future performance, and there will be a deep callback now. Those with certain stock price advantages will be favored by funds.
2. There is no big market trend in our market in the future ... incremental funds are not active, as can be seen from the continuous shrinkage after the holiday, so it can only be plate rotation, spiral rise or box shock, so oversold varieties appear from time to time, but they will not last long.
The previous concept of carbon neutrality fell sharply on Friday, indicating that it has risen a lot, and no matter what theme concept appears, the chances will be relatively small, and the risk will increase with the rise of the stock price. It is not recommended to chase it again. However, the collective activation of the semiconductor concept will last for some time in the short term, and there are many stocks in this sector.
This can also mine stocks that have not risen. Don't chase stocks that rebound sharply, but learn to lurk on dips.
Semiconductor key materials and core technologies have been doing value reduction. Short-term trading cannot effectively determine whether it is lasting! Looking at the layout of science and technology for a long time is one of the main lines in the future!
Semiconductors are purely speculative in the financing leverage of Youzi, and the stocks are high and high, and many small and medium-sized investors are trapped on the top of their posts, waiting for the rescue of the People's Liberation Army. 80% of the major shareholders of enterprises reduced their holdings, their share prices fell, and they engaged in internal non-public offering and additional issuance, raising their share prices and killing a group of investors. Zhou You, an industry tycoon, said that semiconductor chips have no investment value in five years.
The possibility of persistence is very small! Jumping 50 minutes back to the starting point is a high probability event!
The ebb and flow of the tide, the Chinese have completely mastered the core technology, which will restore the original "cabbage price."