After the opening of the A-share market today, although there had been a certain decline, it quickly turned red. By 2:50 pm, the ChiNext Index rose 1.78%.
Among the Shenwan first-level industry indexes, agriculture, forestry, animal husbandry and fishery rose the highest, up 6.1%, pharmaceutical and biological also rose 3.7%, and national defense and military industry rose 2.6%. However, today semiconductors fell sharply.
In the morning, the Guozheng Chip Index fell 3.9%. By the afternoon, the index slowly narrowed its decline, and is still falling 2.8% near the closing.
Among the constituent stocks of Guozheng chips, the declines of Lianwei, Zhaoyi Innovation, and Lanqi Technology all exceeded 6%, while the declines of Northern Huachuang, China Resources and other companies exceeded 5%.
Among them, Northern Huachuang, at the end of the first quarter of this year, there were 361 funds holding this stock, the most of which were NoAn Growth and Galaxy Innovation Growth. The stock price reached 452.78 yuan at its highest in November last year, but at its lowest in early May, it once reached 206 yuan. It currently rebounded slightly and the stock price has temporarily fallen by more than 40% to its highest level.
Today's decline in the semiconductor sector is probably related to the news that TSMC was cut on a large scale during the weekend.
TSMC will hold a performance briefing in the near future. It is rumored that Apple 14 has reduced its orders by 10%, from the original shipment target of the first batch of 90 million units to 80 million units, which has a shadow on Apple's new phone issuance in the second half of the year.
In addition, due to the recession of the computer market, rumors of AMD and Nvidia have also been rumored to cut orders, which are related to the sharp shrinkage of demand for consumer electronics, resulting in a decline in the share price of semiconductors.
In the US stock market last Friday, the Philadelphia Semiconductor Index fell by more than 4%, and TSMC's stock price fell by the highest of 6.8%, which has already reflected the news in advance.
It seems that the previous comprehensive chip shortage has gradually eased, and the demand for semiconductor chips related to consumer electronics may decrease in the future, and inventory will increase instead. However, chips related to new energy vehicles are still a hot-selling product on the market.
In the fund market, Nuoan Growth has fallen from its previous high of 2.626 yuan to its current 1.623 yuan. Although it has rebounded for this period of time, the decline is still 40%.
Relatively speaking, Galaxy Innovation Growth's current drawdown is slightly smaller. The fund's previous highest reached 9.326 yuan. Although the previous lowest fell below 5 yuan, it has rebounded slightly during this period. Its current net value is 6.223 yuan, and its current drawdown is 33%, which is smaller than the drawdown of Noan Growth.
However, these two funds, which mainly focus on semiconductor investment, began to decline in scale in the middle of last year, but increased again in the first quarter of this year. It can be seen that many investors are full of expectations for investment in semiconductor themes.
