Breaking the rumor to resurgence, semiconductor chips set off a daily limit!
On November 11, the chip industry chain broke out lines, and the light carved machines, sealing and testing, equipment, design and other directions rose sharply., Guoxin Technology, Canxin, Zhangjiang Hi -Tech (600895), Tongfu Microelectronics (002156), Dagang (002077), Wenyi Technology (600520), etc.Essence
In terms of industry theme ETF, multiple semiconductor and chip -related ETF lead the rise, semiconductor materials ETF rose more than 7%, semiconductor equipment ETF, semiconductor material ETF, etc. rose more than 6%.
On the market, there are rumors on the market that TSMC will temporarily stop supplying AI/GPU chips for advanced processes of 7nm and above mainland enterprises.
Sources said that the US Department of Commerce has given TSMC to implement export restrictions on some cut -end chips that are shipped to mainland China or more advanced design.These chips are used for AI accelerators and graphics processors (GPUs).TSMC has notified the affected customers to suspend the chip delivery from November 11.
That is to say, this time the card neck is targeted at AI computing power chips, mobile chips, etc., and other other.It is enough to see the United States attention to the field of AI computing chips.
Huaxin Securities Research Report pointed out that this series of decisions and some of the actions we can foresee will have a negative impact on Mainland AI and GPU companies to varying degrees.The advanced process technology that cannot use TSMC will have a certain impact on the competitiveness of the above companys market, but in the long run, autonomous controlling is an inevitable trend.
Huaxin Securities further pointedFurther stress is expected to accelerate the penetration rate of domestic suppliers.We believe that the proportion of production capacity of domestic head AI computing power chips in domestic foundries will be further increased, and the domestic production rate of related supply chain companies will be further increased.
From the perspective of the market, after "924 Crazy Cow", ETF is still the most eye -catching fund product, especially, in particular, the semiconductor chip related ETFs are still in the market brief return to the market.Can be red.
So the question comes, how is the persistence of ETF -related ETFs in semiconductor chips?
First of all, the current chip -related index on the market has accumulated a certain increase.iFind data shows that the national syndrome chip, the Chinese semiconductor chip, and the chip industry index have increased by 70%since September 24, while the CSI 300 index increased by 27.74%during the same period.
Second, drive the basis of the ETF market of semiconductor chips, policy and fundamental resonance still exist.
Huabao Securities pointedVolatility risk.In terms of industry, you can pay attention to real estate, consumer sectors that are vulnerable to policies, as well as technology and domestic alternative sectors related to new productive forces, including semiconductors, computers, industrial equipment, etc. General investors can pay attention to CSI 300, CSI 1000, 1000 CSI,Investment opportunities such as GEM and other broad -based indexes.
From the fundamental point of view, the vertical point of the semiconductor industrys last round of the cycle appeared in the fourth quarter of 2021.Looking at the world, the cycle of the semiconductor industry is 3 to 5 years.Beginning in April this year, the A -share semiconductor sector has accelerated. Many institutions believe that the bottom signal of the industry has become more and more obvious. Before the market launch on September 24, the science and technology chip index was even lower than the lowest point in October 2022.
Some media commented: "After the policy turns, the market has chosen a science and technology chip."
