Fund February Report: ETF size soared by 370 billion yuan in February! 10 billion equity fund managers such as Xie Zhiyu and Zhu Shaoxing raised their eyebrows
The monthly increase of all 729 stock ETFs in the market in February was up, and none closed down.
The semiconductor industry chain soared, and semiconductor ETF (159813) rose more than 5%
Gelonghui, Feb. 29 | The semiconductor industry chain rose across the board. As of 10:20, Ziguangguo had slightly risen and stopped. CCME, Shengmei Shanghai, and North China Huachuang rose more than 8%, and the semiconductor ETF (159813) rose 5.08%. According to the news, data released by the China Academy of Information and Communication Technology shows that in January 2024, 31.778 million mobile phones were shipped in the Chinese market, an increase of 68.1% over the previous year. Among them, there were 26.165 million 5G phones, a year-on-year increase of 59.0%, accounting for 82.3% of mobile phone shipments during the same period. Ping An Securities believes that there is currently a recovery in consumer electronics and domestic production of semiconductors
Sales of new Huawei machines are booming, and chip ETFs are rising
GLONGHUI September 15 丨 Chip stocks rose, Huatianfu Fund Chip 50 ETF, Guolian Fund Semiconductor ETF, Yi Fangda Fund Semiconductor Chip ETF, Fuguo Fund Chip Leading ETF, Harvest Fund Science and Technology Innovation Chip ETF, Huaxia Fund Chip ETF, Cathay Pacific Fund Chip ETF, Guangfa Fund Chip ETF, Leading Industrial Bank Credit Fund Semiconductor ETF, Huaan Fund Science and Technology Innovation Chip ETF, Huabai Terry Fund China-Korea Semiconductor ETF rose. Sales of new Huawei machines are booming, and there is broad scope for domestic substitution in related industrial chains. On September 8, on the Huawei Mall
Daimo: The semiconductor industry will enter an upward cycle in Q4, and chip ETFs will rise
GLONGHUI July 11 | The chip semiconductor sector continued to strengthen. Huahai Chengke rose and stopped at 20CM, while Jiang Bolong, Haiguang Information, Hengxuan Technology, Haiguang Information, Jingchen Co., Ltd., and Cambrian all rose sharply. In terms of ETFs, Huatai Berry Fund's China-Korea semiconductor ETF rose more than 3%, Huaxia Fund Chip ETF, Guolian Fund Semiconductor ETF, Guangfa Fund Chip ETF, Penghua Fund Semiconductor ETF, Cathay Pacific Fund Chip ETF, E-Fangda Fund Chip 50ETF, Huitianfu Fund Chip ETF, Wells Fargo Fund Chip ETF, ICBC Credit Fund's leading semiconductor ETF, Chuangxin
With chip adjustments last week, capital took advantage of the opportunity to reach the bottom. The share of Sci-Tech Innovation 50 ETFs surged by 4.806 billion shares in a single week
The chip sector adjusted significantly last week. The Jingshun Great Wall Consumer Electronics 50 ETF, the Huitianfu Chip ETF Fund, the Penghua Semiconductor ETF, the GF Chip ETF, the ICBC Credit Suisse Semiconductor Leading ETF, and the Huaxia Chip ETF fell 6.71%, 6.50%, 6.49%, 6.47%, 6.45%, and 6.4, respectively, last week
The semiconductor sector rose in early trading, and the semiconductor ETF (159813) rose more than 2%
Gelonghui, April 6, 丨 The semiconductor sector fluctuated and rose. As of 9:40, Jingchen shares rose more than 11%, Ruixin rose slightly by more than 8%, Jacques Technology and China Micro rose more than 5%, SMIC, Beijing Junzheng, and Beifang Huachuang rose more than 4%, and the semiconductor ETF (159813) rose 2.17%. Fangzheng Securities said that according to IDC data, global data traffic will increase from 41ZB (ZB index bytes, representing 10 trillion bytes) in 2019 to 175 ZB in 2025, and CAGR 2015-2025 will reach 35.18%. Traditional optical communication equipment is difficult to meet high speeds
The semiconductor sector rose in early trading, and the semiconductor ETF (159813) rose more than 3%
Gelonghui, April 3, 丨 The semiconductor sector fluctuated and picked up. As of 9:46, Beijing Junzheng rose more than 15%, Jacques Technology and Sino Micro rose more than 9%, Zhaoyi Innovation and the Shanghai silicon industry rose more than 5%, Liangwei, Yangjie Technology, Ziguang National Emblem, Beifang Huachuang, Siripu rose more than 3%, and the semiconductor ETF (159813) rose 3.40%. Huatai Securities said that the industry was still in a downward cycle of continuous inventory adjustments in March. The ChatGPT concept sector saw a high rise. At the same time, the industry was in a downward cycle, and demand for terminal products did not recover significantly. It is expected that the second half of the year will gradually recover after production adjustments in the first half of the year.
The photoresist concept exploded, and chips on the Science and Technology Innovation Board rose more than 2%
Currently, China's semiconductor photoresist market is mainly dominated by foreign-funded enterprises, and the degree of localization is low.
The boss collectively adjusted their positions, and the father of the Internet issued a warning
Stock god Buffett and Qiaoshui, the world's largest hedge fund, sold chip stocks at the same time.
Demand for computing power surged, and semiconductor ETFs surged 4.53%
ChatGPT is an emerging ultra-intelligent dialogue AI product. Whether from the perspective of technical principles or operating conditions, ChatGPT needs strong computing power as support, thereby driving a sharp increase in scenario traffic. Furthermore, ChatGPT's increased demand for high-end chips will also drive the average price of chips, and the sharp rise in volume and price has led to a sharp rise in chip demand.
Chip giant Vail's net profit plummeted, shareholders bluntly called for exhaustion, leading chip ETFs rose more than 3%
Semiconductors will enter a downward cycle in 2022, and the prosperity of the electronics industry is under pressure. However, even so, capital continues to pour into chip ETFs in an attempt to undercut the chip sector.
The semiconductor sector showed strong performance, and semiconductor ETFs rose more than 2%
Gelonhui September 7 丨 The semiconductor sector fluctuated upward in early trading, ending at 10:10. Beifang Huachuang and Jacques Technology rose more than 4%, Lanqi Technology, China Micro, and Jingsheng Electromechanical rose more than 3%, Zhayi Innovation, Sanan Optoelectronics, etc. rose more than 2%, and the semiconductor ETF (159813) rose more than 2%.
Semiconductor sector performed strongly, semiconductor ETF rose by more than 2.5%
As of 9:55, Shilan rose slightly by more than 5%, Northern Huachuang and San'an Optoelectronics rose more than 4%, Ziguang National Emblem rose more than 3%, and semiconductor ETF (159813) rose more than 2.5%.
Admission fee for Asia's first global semiconductor ETF is 1,560 yuan
Samsung Asset Management (Hong Kong) will launch Asia's first global semiconductor ETF — the Samsung Bloomberg Global Semiconductor ETF (03132).
Tianfeng: External macro shocks are an opportunity to rearrange the hard technology circuit
Looking at it now, on the one hand, stock prices have been adjusted by a certain margin; on the other hand, peripheral risk appetite has plummeted during the Mid-Autumn Festival. If this leads to further adjustments in the hard technology circuit, then it may provide a very good opportunity for reconfiguration.
Express News | Shanghai Lingang: It will promote the cross-border flow of data in the fields of intelligent connected vehicles, e-commerce, finance, etc.
Express News | Huawei P50 Pro is in short supply.
US stock outlook | How big is the bubble? The “Buffett Index” has hit the charts! US stocks are the most expensive in history
Bank of America: Fundamentals can't support the market capitalization of 200 billion dollars; Moderna has 75% room for decline; fuboTV rose before the market, and the company raised revenue and subscriber expectations for the third quarter and the whole year; foreign media: Tesla may be eligible to receive electric vehicle charging funds from the bipartisan infrastructure law; Station B's daily active users exceeded 65 million.
Express News | TSMC's 3nm manufacturing process received an order from Intel for mass production in July next year
The NEV sector is making a collective correction today. Does a good track equal a good investment?
New energy sectors such as lithium batteries and photovoltaics fell collectively today. Has the new energy sector peaked? Is the pullback picking up people in reverse or a precursor to the bursting of the bubble?