'China's core' | will carry next year's bull market banner

At the end of the third quarter, many raised funds have started to lay out the 'China Chip' sector ahead of schedule. In the recent week, the funds in Central and South China continued to be the leading chip makers in the Hong Kong market. These big funds seem to have sniffed the chip industry Of the huge growth space recently stimulated by strong performance and mergers and acquisitions tide, the US stock market in the semiconductor market last Tuesday became the most dazzling star, the same day the United States Philadelphia Semiconductor Index rose 1.1% in one fell swoop the highest closing station The price, just one step away from the highest point in the history of the Internet bubble set in 2000. Wall Street investment banks have said FAANG, the top five technology stocks in the United States, is cheaper and is expected to be the biggest winner in 2018. At the same time, we saw the Hong Kong shares last Wednesday, A-share market after the opening chip unit held a carnival.

Behind the Treasury Chip Popular Most technology companies think technology stocks are expensive, and cheaper chip stocks will carry the bullish banner by 2018. The typical representative of this view is the president of the American Renaissance Investment Management Co. Scholl Scholaur recommended three of the 2018 best targets, two of which are device makers in the chip industry, whose analysis suggests large computer hardware makers are currently trading at lower prices than technology service companies in current large-cap stocks While the US stock market almost no decent callback this year, but Goldman Sachs, Morgan Stanley and other recent investment bank recently released the end of the year strategy will be the United States in 2018, the average return on the stock market set at 10%.

Last Wednesday by the impact of overnight US stocks, in the Hong Kong stock market leader in the chip maker SMIC closed up 5.64%. At the same time in the A-share market, all Zhizhi Technology, Dali Technology, King Jia micro daily average daily close. According to institutional sources, the strong performance of the stock price comes from the enormous imagination of the industry. "How much is the alternative space for manufacturing in China? According to relevant statistics, as of the end of October, the import amount of China's IC reached as high as 207.197 billion U.S. dollars, up 14.5% Over the same period of China's crude oil imports of 1.151,010 billion US dollars, imports of Chinese chips as high as 1.57 times the crude oil, indicating that this part of the replacement demand is at least billions of dollars level space.At the same time, China's chip technology has also made substantial progress, Nuclear high base 'is the abbreviation of core electronic devices, high-end general-purpose chips and basic software products. In addition, the chip-related industrial policy planning has been frequent in the near future, but specific to China in 2020 Chip self-sufficiency rate to reach 40%, 50% by 2025. It is in this under the combined effect of internal and external factors, A-chip industry listed companies Third quarter performance is very dazzling, as many as 37 companies in the third quarter net profit to achieve year-on-year growth, accounting for more than Qicheng.

While the overall market since this year also can not stand the organization's passion for the configuration of the chipboard, although the latter is more partial growth style in the disclosure of the three quarterly shows, a total of 18 chip stocks appear on the list of the top ten shareholders of tradable shares The social security funds, insurance, brokerage, QFII and other four bodies figure, of which long electric technology, Silan Wei, Neusoft carrier, Nasdaq, crystal side technology, Microelectronics Tongfu 6 stocks are the institutions in this year The third quarter of new or holdings of species raised funds held a higher degree of concentration for the Changjiang Electronics Technology, the third quarter of up to 46 funds held the stock Xing Cheng's two funds hold more than 3000 million long technology Shares, and Everbright Pramerica's two funds is the collective jiacang this chip stocks .From the recent trend of funds south can also be seen that the plate once again institutions jiacang. On the whole, there are reasons to believe that in 2018 China core will carry the banner of the A-share bull market today, and I dig out a few main high Zhuangpan strong Zhuang shares, is expected to rise 50% short-term, mid-line rose 120% is about to break out if you still can not grasp To Ushimata, then Apply for the V circle plus (ng5926) Yifeng, we work together to explore the latest soaring bullies, we follow the pace of operation, so fast one profit

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