A-shares

Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

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Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

In mid to late November, global markets are experiencing a complex moment intertwined with multiple events: there has been phased progress in the negotiations between China and the Netherlands regarding Nexperia, NVIDIA’s earnings report is impressive but cannot hide the divergence in tech stocks, A-shares are facing a broad decline, and the divergence in the … Read more

A-shares Resiliently Close in the Green, Chip Sector Shines! But with 3100 Stocks Declining, How to Play Before the Holiday?

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A-shares Resiliently Close in the Green, Chip Sector Shines! But with 3100 Stocks Declining, How to Play Before the Holiday?

Today’s market is like the autumn weather, with bursts of sunshine and rain. All three major indices rose, but the stocks in hand mostly fell. What is going on with this market? At 3 PM, the A-shares closed. Today’s battle between bulls and bears was dazzling. Surprisingly, the market closed in the green, with the … Read more

On the Eve of the Federal Reserve’s Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

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On the Eve of the Federal Reserve's Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

The ChiNext Index surged by 1.95%, reaching a new high for the period, with the total trading volume in the two markets exceeding 2.4 trillion yuan, indicating a significant adjustment in the allocation of major funds.At 2 AM Beijing time on September 18, the Federal Reserve will announce its interest rate decision, with the market … Read more

Next Week Will Be a Crazy Week: The Semiconductor War Begins

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Next Week Will Be a Crazy Week: The Semiconductor War Begins

The US and China will hold talks in Madrid, Spain from September 14 to 17, where they will discuss US unilateral tariff measures, abuse of import controls, and economic and trade issues such as TikTok. Preliminary reports may emerge tomorrow morning. In Stockholm, the US and China reached a vague consensus to extend the provisional … Read more

A-shares Close Lower, Storage Chip Stocks Surge Against the Trend

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A-shares Close Lower, Storage Chip Stocks Surge Against the Trend

The three major A-share indices collectively retreated today. By the close, the Shanghai Composite Index fell by 0.12%, closing at 3870.60 points; the Shenzhen Component Index dropped by 0.43%, closing at 12924.13 points; and the ChiNext Index decreased by 1.09%, closing at 3020.42 points. The total trading volume of the Shanghai and Shenzhen markets reached … Read more

Today’s A-shares: Robots Are Going Crazy, AI Hardware Is Crashing!

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Today's A-shares: Robots Are Going Crazy, AI Hardware Is Crashing!

“ Funds are like a playboy, tired of AI hardware, and immediately turn to robots. Today’s market can be summed up in one word: split! The Shanghai Composite Index crawled up 0.38%; the Shenzhen Composite Index surged 0.61%; the ChiNext is like a loser, down 0.84%. 3900 stocks are rising, but AI hardware is crying … Read more

The U.S. Cancels Semiconductor Exemptions, Opening the Path for Domestic Semiconductor Equipment Replacement! Who Has the Best Opportunities?

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The U.S. Cancels Semiconductor Exemptions, Opening the Path for Domestic Semiconductor Equipment Replacement! Who Has the Best Opportunities?

This account rarely writes articles, mainly focusing on core directions. Previously focused on AI hardware, today we focus on semiconductors!【Catalytic Factors】 The U.S.: In June, it was hinted that the Department of Commerce would revoke the export exemptions for Intel, Samsung, and SK Hynix regarding chip equipment to China by the end of August. Main … Read more

Top Ten Leading Stocks in Wafer Fabrication

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Top Ten Leading Stocks in Wafer Fabrication

(Friends who are not interested in the technical background can skip directly to the practical content below) 1. Definition and Significance of Wafer Fabrication Wafer fabrication is the core process of semiconductor manufacturing, referring to the submission of chip design layout data to a wafer foundry for trial production. Through processes such as photolithography, etching, … Read more

Weekend Summary (Consumer Electronics + Semiconductor Analog Chips)

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Weekend Summary (Consumer Electronics + Semiconductor Analog Chips)

Chinese consumer electronics have indeed been exempted, applicable under the latest exemption terms. (Products manufactured within China are also exempted) The exempt tariff codes 8517.13.00, 8471, 8517.62.00 cover Apple products manufactured in China, including smartphones, laptops, headphones, glasses, and watches. This means that all products produced by Apple in China and exported to the United … Read more