Iyo chip uye semiconductor zvikamu zvave zvakare inotapira keke yemusika.Pakupera kwemusika musi waChikumi 23, iyo Shenwan Sekondari Semiconductor Index yakakwira neinopfuura 5.16% muzuva rimwe chete.Mushure mekukwira ne7.98% muzuva rimwe chete muna Chikumi 17, Changyang yakaburitswa zvakare.Veruzhinji neakavanzika equity masangano anowanzo tenda kuti iyo yakarongwa boom mumasemiconductors inogona kuenderera, uye kune nzvimbo yakakwana yekusimudzira kwenguva refu.
Iyo semiconductor sector yakakwira munguva pfupi yapfuura
Tichinyatsotarisisa, muShenwan Secondary Semiconductor Index, masheya maviri eAshi Chuang naGuokewei ese akasimuka 20% pazuva rimwe chete.Pakati pezvikamu makumi mana nenomwe zvezvikamu zve index, 16 mashizha akasimuka kupfuura 5% muzuva rimwe chete.
Kubva pakupera kwaChikumi 23, pakati pe104 Shenwan sekondari indexes, semiconductors akakwira ne17.04% mwedzi uno, yechipiri chete kumotokari, iri pachinzvimbo chechipiri.
Panguva imwecheteyo, kukosha kweiyo semiconductor-inoenderana neETF ine "chips" uye "semiconductors" mumazita avo zvakare yasimuka.Panguva imwecheteyo, iyo mambure kukosha kweakawanda anoshanda homwe zvigadzirwa muindasitiri yesemiconductor yakakwirawo zvakanyanya.
Kubva pamaonero ebudiriro yemaindasitiri echip uye semiconductor, masangano ezvekuenzanirana neveruzhinji aiwanzoratidza kuti ane tarisiro yebudiriro yenguva refu.China Southern Fund Shi Bo akati anoramba aine tarisiro nezvekuita kwenzvimbo yeindasitiri yesemiconductor.Yakagadziriswa nepasi rose "kushomeka kwepakati" uye zvimwe zvinhu, kuiswa kweiyo semiconductor indasitiri cheni kwakakosha.Kunyangwe iri yechinyakare semiconductor midziyo yemidziyo, kana kuvandudzwa kwechizvarwa chechitatu semiconductors uye tekinoroji nyowani, inoratidza kutsunga kweChina kuenderera mberi nekurima mumunda wesemiconductor.
Sekureva kwaPan Yongchang weNord Fund, hunyanzvi uye budiriro yeindasitiri yetekinoroji iri kuita ruzha, uye kukura kwepakati uye kwenguva refu kwakasimba.Semuenzaniso, kudiwa kwenguva pfupi mumunda we semiconductor yakasimba uye kupa kwakasimba.Iyo pfungwa yekusaenzana kwenguva pfupi pakati pekupa uye kudiwa inopindirana neiyo yepakati- uye yenguva refu logic, iyo inogona kutyaira semiconductor chikamu chebudiriro kuti chirambe chichikwira.
Kuwedzera kwemaindasitiri kunotarisirwa kuramba kuchikwira
Kubva pamaonero ekupa kwakapetwa uye kudiwa, vazhinji vanoisa mari vakabvunzurudzwa vakati iyo inoenderera mberi ichikwira muindasitiri yesemiconductor ichave chiitiko chepamusoro.Iwe Guoliang, maneja wehomwe yeGreat Wall Jiujia Innovation Growth Fund, akataura kuti izvo zvakakosha zvechikamu chesemiconductor zvanga zviri nani mumakore achangopfuura, kunyanya mumakore maviri apfuura, kukura kwekuita kwemakambani ane hukama kwagara kwakakwira.Iyo chip munda yakatanga kusave muchikamu chechina chegore rapfuura, uye budiriro yeindasitiri yakawedzera kuvandudzwa.Zvinogona kuonekwa kuti kushanda kwemakambani akawanda ane chokuita semiconductor akanyorwa anoramba achikura nokukurumidza, kunyanya mamwe makambani emagetsi semiconductor, nekuda kwekufambisa kwemagetsi emotokari uye njere, kushanda kwegore rino regore regore rakakosha, kudarika zvinotarisirwa nemusika.
Kong Xuebing, maneja maneja uye fund maneja wedhipatimendi rekudyara reJinxin Fund, nguva pfupi yadarika akataura kuti inofanira kunge iri chiitiko chepamusoro cheiyo semiconductor indasitiri kuti iwane chiyero chekukura kweanopfuura makumi maviri muzana muna 2021;kubva kuIC dhizaini kusvika pakugadzira wafer kusvika pakurongedza uye kuyedzwa, zvese vhoriyamu uye mutengo zvakwira pasirese.Icho chinhu chinowanzoitika chepabonde;zvinotarisirwa kuti iyo yepasi rose semiconductor yekugadzira huwandu ichave yakasimba kusvika 2022.
Ping An Fund Xue Jiying akati kubva pakuona kwebudiriro yenguva pfupi, "kuda kudzoreredza + masheya ekuchengetedza + kusakwana kwekupa" kwakonzera kusimba kwepasirese semiconductor kupa uye kudiwa muhafu yekutanga ya2021. Chiitiko che "core kushomeka" ari serious.Zvikonzero zvikuru ndezvizvi zvinotevera: kubva kudivi rekuda Panyaya yekudzika kwemvura kudiwa, kudiwa kwepasi kwemotokari nemaindasitiri kuri kupora nekukurumidza.Magadzirirwo emagetsi akadai se5G uye mota nyowani dzesimba zvakaunza kukura kutsva.Pamusoro pezvo, denda iri rinokanganisa kudiwa kwenharembozha uye indasitiri yemotokari, uye machipisi ekumusoro anowanzo kugaya zvinhu uye anoda kupora.Mushure mekunge kupihwa kwave kushoma, makambani ekupedzisira akawedzera kutenga chip, uye makambani echip akawedzera kudiwa kwemawafer.Muchikamu chekutanga chegore rino, kupokana kwenguva pfupi pakati pekupa uye kudiwa kwakawedzera.Kubva pamaonero edivi rekupa, kupihwa kwemaitiro akakura kunogumira, uye iyo yese yepasi rose semiconductor inopa ishoma.Iyo yepamusoro yedenderedzwa rekupedzisira rekuwedzera yaive hafu yekutanga ye2017-2018.Mushure meizvozvo, pasi pesimba rekuvhiringidza kwekunze, kwaive nekuwedzera kushoma uye kushoma kwekudyara kwemidziyo muna 2019. , Muna 2020, mari yemidziyo ichawedzera (+ 30% gore negore), asi iyo chaiyo kugadzirwa kwesimba yakaderera (yakakanganiswa ne chirwere).Xue Jiying anofanotaura kuti iyo semiconductor indasitiri inosimudzira ichagara ingangoita kusvika hafu yekutanga yegore rinouya.Pasi pemamiriro ezvinhu aya, mikana yekudyara muchikamu ichi ichawedzera.Kune iyo indasitiri pachayo, ine yakanaka indasitiri maitiro.Pasi pehupamhi hwepamusoro, zvakanyanya kukosha kuti uongorore mimwe mikana yemasheya..
Invesco Great Wall Fund Manager Yang Ruiwen akati: Kutanga, iyi inguva isati yamboitika semiconductor boom cycle, iyo inoratidzwa mukuwedzera kuri pachena kwehuwandu uye mutengo, iyo ichagara makore anopfuura maviri;chechipiri, makambani ekugadzira chip ane simba rekutsigirwa achagamuchira zvisati zvamboitika Kugadziriswa-side reform yemakambani ekugadzira chip ichatanga;chechitatu, vagadziri vakakodzera vekuChina vachasangana nemikana yenhoroondo, uye kushandira pamwe kwepasirese ndiyo kiyi yekuderedza kukanganisa kwehupfumi;chechina, kushomeka kwemachipi emotokari ndiko kwekutanga, uye mukana zvakare ndewekutanga Nzvimbo dzakakamurwa dzinogadzirisa kuomerwa uye kudiwa kwematambudziko, asi zvinounza kumwe "kushomeka kwepakati" mune dzimwe nzvimbo.
Shenzhen Yihu Investment Analysis inotenda kuti kubva pane ichangoburwa dhisiki maonero, tekinoroji masheya ari kubuda zvishoma nezvishoma kubva pasi, uye semiconductor indasitiri inotopisa.Iyo semiconductor indasitiri ndeimwe yezvikamu zvakanyanya kukanganiswa nekumisikidzwa kwepasirese kwemaindasitiri ketani.Mumamiriro ezvinhu edenda, cheni yepasi rose uye kukanganisa kwekupa kunoenderera mberi, uye dambudziko re "kushomeka" harina kunyatsogadziriswa.Mumamiriro ezvinhu ekupa semiconductor uye kusaenzana kwekuda, semiconductor makambani ekugovera ketani anotarisirwa kuchengetedza Kubudirira kwepamusoro, achitarisa kune yechitatu-chizvarwa semiconductors, kusanganisira yakabatana mikana yekudyara muMCU, mutyairi IC, uye RF mudziyo zvikamu.
Nguva yekutumira: Jun-24-2021