Hello, this is “Yikong Classmate” Today’s topic:
1. Small volume bullish
2. News: NVIDIA earnings report, countermeasures in semiconductor materials
Disclaimer: This article discusses all subjects solely for research or review purposes and does not constitute investment advice!
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Small volume bullish ends three consecutive bearish days, still within a volatile platform.
Oil and gas, banking, and insurance heavyweight stocks supported the index, while the sentiment remains fragmented. Recently, stocks that surged have seen significant corrections, with 22 stocks in the market hitting the daily limit down.
Today, the marine economy and fisheries led the gains, mainly due to inappropriate remarks leading to speculation in aquatic product countermeasures. The fisheries sector index surged by 11.87%, with all stocks hitting the daily limit up.
However, other stocks such as Shengli Co., Furui Co., Unified Co., and Renmin Tongtai, which are also related to countermeasures, all hit the daily limit down today.
Even within the same countermeasure theme, there is rapid internal rotation, and the speed of capital games is too fast for small investors to keep up.
It’s better not to follow if you can’t keep up. The probability of a big market at the end of the year is low, so everyone should try to watch more and operate less, appropriately avoiding risks.
Below are the key updates for today.
01. NVIDIA Releases Latest Earnings Report
Tonight at midnight, NVIDIA, with a market value of $4.5 trillion, will release its earnings report.
As the absolute leader in the global AI chip market, NVIDIA’s performance has become a barometer of sentiment in the global technology sector.
It has a profound impact on the trend of AI hardware in the domestic A-share market.
The market has high expectations for NVIDIA’s performance, with a single-quarter revenue expectation of $55 billion, a year-on-year growth of 57.04%, a net profit growth rate of 53.62% year-on-year, and a gross margin expectation of around 73%.
We will see the results tomorrow morning, so stay tuned.
02. Countermeasures Against Japan – Semiconductor Materials
In the semiconductor supply chain, Japan has long occupied a high point in the materials field, with some high-end materials almost forming a monopoly, including photoresists, epoxy encapsulants, high-purity chemicals, target materials, and electronic specialty gases.
If Sino-Japanese relations continue to be tense due to the Taiwan Strait issue, Japan’s cooperation with the United States will significantly increase the risk of technology blockade against China. Semiconductor materials, as a “choke point,” will inevitably become our focus for countermeasures and force domestic substitution.
The following are the concepts related to countermeasures in semiconductor materials:
Tongcheng New Materials: Ranked first in ArF photoresist technology level, leading domestic photoresist manufacturer;
Nanda Optoelectronics: Ranked second in ArF photoresist technology level;
Shanghai Xinyang: Ranked third in ArF photoresist technology level;
Jingrui Electric Materials: Mass production of KrF photoresist, ArF photoresist samples sent to customers, photoresist revenue scale is small;
Rongda Photosensitive: Mass production of g/i line photoresist, ArF in development, photoresist revenue scale is small;
Huamao Technology: 9 types of photoresists are undergoing product verification at client sites;
Dinglong Co.: Immersion ArF photoresist and a certain KrF photoresist product have successfully passed customer verification;
Changqing Technology: The company’s product 2-vinyl naphthalene can be used in the production of high-end photoresists;
800 Million Space: The company’s KrF photoresist resin is expected to contribute to performance in 2024;
Guofeng New Materials: The company is conducting research and development related to photosensitive polyimide photoresists;
Xingye Co.: Successfully developed phenolic resin for semiconductor photoresists;
Huarsoft Technology: The company has small batch orders for photoresist substrates;
LeKai Film: The only manufacturer in mainland China with TFT-type optical TAC film technology and mass production capability;
Dinglong Technology: The only mass production supplier of CMP polishing pads in China, breaking Dow’s monopoly;
Wanhui High-tech: The only company in China that produces, sells, and researches PVA optical films, supplying polarizer companies;
Jiangfeng Electronics: Core business covers ultra-high purity metal sputtering targets and semiconductor precision components;
Huahai Chengke: Its granular epoxy encapsulant series products have passed Hynix HBM certification.
[Friendly Reminder] For research purposes only, not a decision-making basis!
Previous Recommendations:
Keep an eye on Thursday’s NVIDIA earnings report
This concludes the current content, this is “Yikong Classmate”
Hope your account sees gains today, see you next time~
This article is for reference only and does not constitute a basis for buying or selling. Market risks are borne by the investor.
