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Restrictions continue, rebounds continue

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A fullscale outbreak! The most eyecatching track since the beginning of the year
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In the afternoon, there was a big explosion!

I am talking about today’s semiconductor sector. It perform well in the morning and rose strongly in the afternoon, occupying 5 of the top 10 positions in the Wind Hot Concept Index, including the top spot.

 

In terms of individual stocks, SMIC’s increase once exce 7%, and still clos up 6.31%, setting a new high since November 12 last year. Shengbang shares also rose by 20CM, and Rockchip Micro rose by 10CM.

As individual stocks collectively rose, the how to automate your sales activities to increase sales benchmark index track by the Semiconductor ETF (159813) also rose, becoming one of the most outstanding performing sectors since the beginning of the year.

Although domestic semiconductors encounter a new round of restrictions a few days ago and their stock prices fluctuat, stock prices rebound today under another logic the hging of domestic substitution.

In the future, these two internal and external forces will still dominate the overall rise and fall of the semiconductor sector

What is certain is that external pressure will not disappear in the short term, especially after the new president takes office, but the logic of domestic liechtenstein number substitution is equally strong.

But as time goes by and domestic substitution capabilities gradually develop, there may be more investment opportunities in semiconductors.

Since 2018, the domestic semiconductor industry has been under pressure from restrictions from the Unit States, and the restrictions have been increasing layer by layer, each time more severe than the last Restrictions continue.

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