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Huaxi Securities: The semiconductor industry has entered a historically undervalued range and has strong allocation conditions
The Zhitong Finance App learned that Huaxi Securities released a research report saying that the semiconductor industry has entered a historically undervalued range from a valuation point of view, but fundamental lows have not yet occurred. According to historical experience, the industry's downturn usually lasts 1-2 years, and the bank expects an inflection point in Q3 next year. According to the historical situation of the SOX index, the inflection point of stock prices will be 2-9 months ahead of the inflection point of semiconductor sales. The bank believes that judging from the two dimensions of valuation and timing, the industry already has strong allocation conditions. It is recommended to focus on generic product companies and companies with strong competitiveness in the automotive field. Key recommendations: Ziguang Guo Wei (002049.SZ),
Are Strong Financial Prospects The Force That Is Driving The Momentum In GigaDevice Semiconductor (Beijing) Inc.'s SHSE:603986) Stock?
GigaDevice Semiconductor (Beijing)'s (SHSE:603986) stock is up by a considerable 29% over the past three months. Given the company's impressive performance, we decided to study its financial indicat
The Shanghai Stock Exchange fell nearly 1% in the afternoon, and Zhayi Innovation fell more than 4%, leading the decline in constituent stocks
Individual Investors Who Hold 54% of GigaDevice Semiconductor (Beijing) Inc. (SHSE:603986) Gained 12%, Institutions Profited as Well
To get a sense of who is truly in control of GigaDevice Semiconductor (Beijing) Inc. (SHSE:603986), it is important to understand the ownership structure of the business. We can see that individual i
CITIC Construction Investment: The domestic MCU industry will gradually get rid of some players who are optimistic about platform-based MCU manufacturers and leaders in dedicated fields
The Zhitong Finance App learned that CITIC Construction Investment released a research report stating that MCU is an industry with “low entry threshold and high development threshold”. The low-end MCU market has a low entry threshold and pursues cost performance, but due to product homogenization, manufacturers lack pricing power; middle and high-end MCUs pursue reliability and performance, and have stable profitability and customer resources. Domestic MCU manufacturers are gradually crossing the line between high and low ends and have achieved great development. The bank believes that in the medium to long term, the domestic MCU industry will gradually get rid of some players, optimize the pattern, and be optimistic about platform-based MCU manufacturers and leaders in dedicated fields. Recommended attention: (1) Platform type factory
Megayi Innovation (603986): MCU takes advantage of wind power to move forward and the storage layout is ready to move forward
Recommended logic: 1) The shipment volume of Ziyi Innovation MCUs is expected to exceed 600 million units in 2022, and the consumer electronics and industrial control fields are expected to accelerate the replacement of ST with performance and price advantages; 2) The share of demand for high-capacity NOR products in the company has increased, and subsequent demand for vehicle regulations is expected to provide a new growth point; 3) The company's self-developed 19 nMDDR4 has a price advantage over its peers, and it is expected that the company's market share of the global niche market will increase to 1.5% in 2024. The company is expected to continue to iterate with MCU products
Guoxin Securities: The semiconductor industry has entered a period of bottom-building, focusing on the design process that is expected to take the lead in recovery
The Zhitong Finance App learned that Guoxin Securities released a research report saying that the semiconductor industry has entered a period of bottoming out, focusing on the design process, which is expected to take the lead in bottoming out recovery. The year-on-year growth rate of global semiconductor sales has been declining for 11 consecutive months. According to data, the 3Q22 revenue of the world's top ten IC design companies decreased 5.3% month-on-month. It is expected that 4Q22 and 1Q23 will continue to decline month-on-month, and the capacity utilization rate and output value of the fab 4Q22 will decline month-on-month. The bank believes that with the gradual digestion of downstream inventories, the semiconductor industry is gradually entering a period of bottoming out. It suggests focusing on the design process, which has an opportunity to take the lead in bottoming out this year. priority
Semiconductor and photoresist concept stocks continued to rise, Xinyuan rose slightly by more than 10%, Tiandeyu rose more than 7%, and Guangliwei, Tuojing Technology, Zhaoyi Innovation, Guoxin Technology, Anji Technology, and China Micro Corporation all
GigaDevice Semiconductor (Beijing)'s (SHSE:603986) Five-year Earnings Growth Trails the 12% YoY Shareholder Returns
When we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying the right stocks can give your wealth a significant boost. For example, the GigaD
The chip sector fell sharply, and many stocks fell more than 9%
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