Passive components benefited from the effect of price increase and shortage of goods. The market demand is highly visible. It is the strongest stock in the first half of the year. The first trading day in July was renewed. The ethnically upswing was then burned back to the national giant by the second-line group. The three giants of Heshentang, the 3rd trading volume of the last day, the first, second, and fourth, totaling 29.26 billion yuan, accounting for 20% of the market turnover, regaining popularity.
It is worth noting that the National Giant will excuse the interest rate of 14.87 yuan on July 9. Today (3) is the last replenishment date of the securities lending. As of yesterday, there are still 764 copies of the national giant's securities lending numbers. Fang will be determined, and stick to the last day to fill the empty list.
Zhongsheng Investment Co., Ltd. Zhong Guozhong said that the funds will enter the layout stage in the second half of the year. The revenue in June will be the first observation indicator. In terms of industrial fundamentals, the price increase concept stocks still have a leading edge, and the relevant industry is optimistic about the third season in the peak season. Under the effect, supply and demand will be even tighter. From the analysis of the growth of revenue this year, passive components will maintain their monthly growth trend. After short-term finishing of the chips, they will once again attract buying.
Passive component leading stocks Guoju announced yesterday that it made a profit of 3.5 billion yuan from the end of May, EPS 9.95 yuan, and paid a single monthly profit of nearly 1 share. Recently, the foreign capital has been quietly overweight, and it has been bought for 5 consecutive days. , and in the pursuit of funds, led the national giant stock price rose 9.33%, to tie the new high price with 1,230 yuan.
In addition, Huaxin Branch and Heshentang were also favored by the three legal entities. They bought 1,648 and 1,725 copies respectively. The stock price doubled up and stopped, Huaxin Branch climbed 458.5 yuan to rewrite the historical record, and He Shentang was refreshed. The 17-year high has not been affected by the decline of the broader market.
The passive mass group has three giants to lead the assists, Xinchang Electric, Meilu, Huarong and so on rose more than 9% yesterday, with the June revenue growth theme, the most consistent rise, 12 stocks hit a high stock, there are 5 files Passive components related.
However, due to the large increase in the passive component group band, there are also legal persons reminding that the long position of the Taiwan stock market has not fully recovered, and the new face of the chip is relatively unfavorable.