[The following is a personal sharing, not a buying or selling recommendation, nor an investment basis! The stock market is risky! Remember to chase high blindly! 】
1. Fundamentals: Semiconductor sector, the previous high was 1691, the lowest was 897, currently 1196, rebounded to 1305 during the year, rebounded to 1163, basically in place. It is estimated that the support level of is 1098-1130.
2. Trend speculation: At present, the recent adjustment of this sector is basically over. The strong performance this week is obvious to all. In the future, we will continue to be optimistic about .
3. Technical indicators: From the indicator point of view, the daily indicator needs to be repaired and needs to break through 1227. The MACD green column is shortening, KDJ will have a golden cross , the weekly line has stood on the 10 and 20 weekly lines, MACD, KDJ golden cross , standing on the middle track of the BOLL line, , so the sector index needs to be repaired in the short term, and the middle line problem is not big. One thing must be grasped: short-term obeys long-term. For example, the daily line obeys the weekly line, etc.
4. News: third-generation semiconductors have been included in the "14th Five-Year Plan". With the support of national policies and the growth of downstream demand, the overall market size of third-generation semiconductors is expected to exceed 50 billion yuan in 2025. With the development of new energy vehicles, 5G, PD fast charging and other markets, the market demand for semiconductor products has surged, and there is a large space for domestic substitution. At present, GaN is mainly used in the fields of radio frequency and fast charging. SiC is mainly used in the fields of new energy vehicles and charging piles. As the world's largest new energy vehicle market, my country's third-generation semiconductor devices are penetrating faster in the field of new energy vehicle charging piles than the entire vehicle market. In such applications as consumer power supplies (PFC), photovoltaic inverters , industrial and commercial power supplies , uninterruptible power supply UPS, fast charging source, industrial motor and other fields have great demand.
5. stocks direction: you can pay attention to stocks in the sector that involve concepts such as superimposed automobiles, electricity, charging piles, and consumer electronics . only lurks and does not chase highs. Stay away from problematic stocks with delisting risks and stay away from "minefields".
[It’s fate to meet you, thank you for the like + follow, and I wish you a prosperous future in the stock market! 】
