TTNEWS
  • entertainment
  • Sport
  • Finance
  • tec
  • Travel
  • military
  • Parenting
  • fashion
  • game
  • history
  1. home
  2. finance

TSMC wants to disconnect 7nm chips?Semiconductor ETF is full of screens, depending on this subdivision direction

2024-11-11 23:41:43

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."

Popular information
  • Hong Kong stock stocks fell over 5%, Rongxin China fell more than 4% | 2024-11-12 15:58:43
  • Ruthless Sun Hongbin, fight again | 2024-11-12 15:59:58
  • Diving!Someone realized 380,000 in advance | 2024-11-12 16:02:10
  • Will real estate usher in the "new situation"?Internal walk: Families that have bought a house, or you need to prepare in advance | 2024-11-12 16:02:15
  • "Indian Miracle", unrealistic name | 2024-11-12 16:07:57
  • Guosheng Securities Xiongyuan: In October, the social finance has a happy and worrying year or reduced interest rate cuts next year | 2024-11-12 16:10:23
  • Some people have a hundred times leverage for one night, and some people have doubled the 3 -day income. | 2024-11-12 16:16:04
  • A -share evaluation: collective adjustment of the index, the Shanghai index fell 1.39%, the military and semiconductor collectively fell, and medicine rose against the trend!Nearly 4,000 shares fell, transactions of 259 trillion yuan | 2024-11-12 16:17:26
  • Lu Hua, chairman of the 61 -year -old Shenzhen Industrial Group, retired, and the new chairman has not yet appointed | 2024-11-12 16:17:34
  • The fake records of 2.5 million two major shareholders of the Annual Environmental Protection Annual Report were all punished for violations of the rules. | 2024-11-12 16:26:15
  • Beautiful Ecology and China Ship International signed an equity cooperation agreement | 2024-11-12 16:26:17
  • The sales volume increased slightly by 0.86% in October before the liberation of FAW only completed the annual challenge target 60.35% | 2024-11-12 16:30:10
  • Kim Jong -un approved the important treaty of North Korea and Russia | 2024-11-12 16:30:16
  • Yangnong and Chemical (600486) On November 11th, the main funds sold 11.091 million yuan | 2024-11-12 16:35:11
  • There are no 250 billion yuan, what happened to El Ophthalmology | 2024-11-12 16:49:13
  • Xuantai Medicine fell 2.23%. In the short -term trend, it was increased by the main funds for 3 consecutive days.The main force is not controlled | 2024-11-12 16:52:28
  • The concept of quantum communication concepts on the 12th main net outflow of 810 billion yuan, ZTE, the Great Wall of China | 2024-11-12 16:52:32
  • The closing of Xinwufeng rose 1.17%, and the net outflow of the main funds was 29.412 million yuan | 2024-11-12 16:52:35
  • The daily limit is unveiled, the daily fashion 4 consecutive board daily limit, the funds of the boarding board are 99.7084 million yuan | 2024-11-12 16:52:38
  • Golden Cup Electrician over 50 million yuan repurchased 6.447 million shares to accelerate overseas expansion and planned to divide over 145 million yuan | 2024-11-12 16:55:16
  • China Securities Shanghai and Hong Kong Deep Red Retera growing low fluctuation index fell 0.63%. The top ten weights include Chinese architecture international | 2024-11-12 16:55:23
  • Changhong Meiling closed 1.8%, and the net outflow of the main funds was 5.4073 million yuan | 2024-11-12 16:55:27
  • The major development leading enterprise index of the Shanghai Stock Exchange fell by 1.08%, and the top ten weights include the Chongqing Rural Commercial Bank, etc. | 2024-11-12 16:55:33
  • Shanxi Securities gives Sichuan -Ning biological increase rating. The performance in the first three quarters exceeds expectations. | 2024-11-12 16:55:36
  • Energy -saving iron and Han Dynasty signed 5.818 billion yuan of overseas projects, still losing money by more than 50%liabilities to 82.45% | 2024-11-12 16:59:35
  • The China Securities Anime Game Index fell 3.49%, and the top ten rights include Gabit, etc. | 2024-11-12 16:59:42
  • Shanxi Fenjiu closed down 1.77%, and the net inflow of main funds was 27.378 million yuan | 2024-11-12 16:59:44
  • The daily limit of Liancheng Precision Platform Daily Line, with a panel funds of 18.5966 million yuan | 2024-11-12 16:59:48
  • The concept of electronic ID card on the 12th was 377 million yuan in net outflows. | 2024-11-12 16:59:51
  • Ankai Wei (688620.SH): The current development of smart sensor chips is not yet involved in the development of smart sensor chips | 2024-11-12 16:59:55
Latest
Happy Bao | Dream of Dream Medicine Bloom -Graduate Students from our hospital won the second prize of the Capital Medical University 2024 Speech Contest Personal evaluation of the 30 -year history of the best lineup of Ma Lai can barely enter the bench The domestic "three major airlines" C919 aircraft gathered in Chengdu!Practicing flying and going north Shangguang Parents do this to break the "only performance theory", and each child can bloom unique light She, sent a letterless letter to the moon Old cup bonus super lpl champion!Attract the old We Korean aid: I want to support the championship, I want to raise children In 2025, the statutory holidays have been added for 2 days. What is the true attitude of tourism practitioners? What does the PPT look like by Lin updated?After reading it, I was cried by ugliness Beiqing: After the National Football Team Barin will return to Xiamen for the afternoon of the 15th, the 15th day of the 15th National Football Team VS Balling 23 people List exposure: Xie Wen can suspend the race!Fourth goalkeeper+flying wing failure selection The best element of the Super League announced, Wei Shihao missed, 4 people in Shanghai, Luneng 2, Wu Xi was surprised Ding Yongxun fell in love with Zhao Xuehua at first sight and loved each other for 37 years. Now the 36 -year -old son makes him worry Ye Ke has not seen Huang Xiaoming in the checkup. Paparas have been exposed to 5 months of pregnancy. The 24 -year -old Fan Ye compared the 28 -year -old Shi Yunpeng. Aspen: Mbappe has been silent after joining Real Madrid for 4 months. Only 2 interviews have been accepted in 4 months Chen Meng withdrew!Instead, Sun Yingsha was forced to have both and gave birth to 2 questions. What did Ma Lin think? It is the lowest -key county in Shanxi, with world -class famous mountains, but few people know the county name! Ye Ke promised to return the net to cancel the account again as a demon again!Huang Xiaoming is lazy, Ye Ke is alone for pregnancy! Big!Blast Yang Zi accompanied by sleeping: evidence has been obtained, involved in many popular actresses, more synthetic streams out "The Lane Family" Zhuang rushed to drive away his parents and forced Pengfei to buy a house. Only then did you know that Zhuang Chaoying was very lucky Wang Xiaofei hit Big S: A wedding with Ma Xiaomei will be re -wedd, Ma Xiaomei threw out propositions Who is the most runner -up in the World Cup?The Dutch Three Entry Finals are defeated, Argentina is tied, and the other team is the most The Clippers regretted, Harden 19+6+7, after the game, Harden walked towards the Rockets bench, hugged Ethan to pay attention to Rockets 111-103 Clippers!Player scores are released: 4 people are full, 3 people pass, 2 people pull their hips! No accident, this will become the main framework of Amurin Manchester United! Choose a rational student in kindergarten?Can "Run Run" Education really win on the starting line? British PS5 Pro price or permanent drop: the largest retail sales leading price reduction The 19 -day box office broke through 3.3 billion and won the global championship. The strongest movie this year was born. Daolang: The Macau concert is well received, and I won the two former CCTV host of Zhao Pu Li Xiaomeng. 2024 Inner Entertainment is to be exploded, only one year, the gap is obvious Lei Jun is jealous. Xiaomi SU7 has 100,000 offline and 100,000 orders. Guangzhou house tickets can buy new houses in the city!Expert: It is necessary to make the demolished households realized that in the past It is said that the Chery FR Division was established, and the headquarters is located in Shanghai Win 20 points!Du Feng won the first victory, and the new aid 23 points hit a new high. The chef should describe the job from the teachers and students and parents, and the supplier will not run away. Thirty points defeated, the CBA Journey really walked over?The three major foreign aids in Zhejiang broke out, and genius teenagers burst and burst The transformation of Jinji Co., Ltd. suffered a decline of 922 million large orders to terminate the operating pressure of 8.82 million yuan in the first three quarters. 4 games 0 goals!The number of shooters is lost, Alda is deeply trapped in the mud, and the situation of winning the championship deteriorates Crown: 0 to 4!The fatigue is shown. In the first round, Trump took Ding Junhui lightly Korean dramas have evolved to the male lead, no male lead is required The performance benchmark covers the global stock market and gold, and the world is actively configured with FOF to open the closed period CITIC Securities A shares increased by 60% of Yuexiu Capital to reduce holdings by 1% or cash out 5 billion yuan Academician Qian Qihu: The domestic shield is going to the world. I hope that the younger generation of "Chinese tunnelers" will create further glory The whole Chinese class rushes for another year!BLG is highly likely to renew the contract, ELK renewal conditions are only one The husband takes the child to buy milk powder to bring it back to the PS5 Pro, his wife asked the Internet online, and the merchant sent God to assist The most surprising seven players?Downs first!Hilde, three goals on the list! Shenzhen Chuanyin Communications under Chuanyin was awarded the title of new "Little Giant" enterprise in the national specialized specialty The stock price of the market fell by 6.43%in the afternoon of US $ 13.37 in the US real estate investment Sure enough!6 major foreign aid blessings, old acquaintances return, Zhou Peng will lead the Shenzhen team to take off The Egyptian Museum opened the night exhibition tourists with close contact with Pharaoh

©2024 ttnews All rights reserved

Privacy Policy | Service Terms | contact us