The 50th index of science and technology rose 6%week, and semiconductor rising is expected to lead technology stocks to rebound

Affected by the uncertain factors such as geopolitics, the broad market fluctuated this week. As technology stocks continued to recover, the market decline was narrowed. This week, the Composite Index fell 0.81%to close 3227.03 points; the Shenzhen Stock Exchange Index rose 0.02%to close 12269.21 points; the GEM index rose 0.49%to close 2683.60 points; Point; the CSI 300 index fell 0.32%to close 4156.91 points. Regarding the market next week, the industry believes that the track stocks led by semiconductor and chips are expected to continue to lead technology stocks to rebound, and the market outlook can continue to pay attention to changes in transaction volume.

Science and Technology 50 Index rose by more than 6% weekly

This week, affected by uncertain factors such as geopolitics, the broader market continued to bottom on Tuesday and Wednesday, and the Shanghai Composite Index once lost 3,200 points. As the technology stocks led by chips and semiconductors strengthened, the large market rose steadily, and the Shanghai Composite Index rose 1.19%on Friday, and successfully recovered 3200 points. This week, the Composite Index fell 0.81%to close 3227.03 points. From the perspective of the week, although it has been collected for two consecutive weeks, this week has left a long lower shadow line, indicating that there is a certain support below 3200 points.

From the perspective of transaction volume, the turnover of the two cities on Thursday has shrunk sharply, and the index is slightly closed, indicating that the short -term killing kinetic energy is insufficient. On Friday, as the volume gradually enlarged, the market collected the Zhongyang line. It is worth mentioning that the semiconductor sector rose 7.18%on Friday, and the average increase of individual stocks exceeded 9%.

According to the same flower statistics, the semiconductors, electronic chemicals, animal health, military electronics, components, leisure foods, biological products, computer equipment, precious metals, rubber; New materials, smelting steel raw materials, non -metal materials, professional engineering, automotive parts, automobile services.

It is worth mentioning that the Science and Technology 50 Index has received the sun for five consecutive days this week, and the weekly increase of more than 6%, becoming the biggest highlight of the recent market. Statistics show that there are 18 more than 10%increase in the 50 -component stocks of science and technology innovation. Among them, Naxinhara, Siruipu, Ruichuang Weinan, and Sino -Micro Corporation have risen by more than 20%.

Semiconductor leads technology stocks to strengthen

This week, the semiconductor sector is undoubtedly a star in the market, and its weekly increase is more than 12%. According to the same flowering statistics, in the Shenwan semiconductor industry, 104 stocks fell, with an average increase of 15.58%. Among them, the top five of the weekly increases were Juolun Electronics, Dagang, Xinmei, Huafeng, and Xinyuan shares, and the weekly increases were 52.90%, 51.37%, 42.34%, 36.78%, and 30.46%, respectively. Driven by the rise in the semiconductor sector, this week's electronic components, computers, software and other technology stocks have strengthened.

CITIC Securities believes that the current stage of changes in the global semiconductor supply chain. On the one hand, under the context of increasing policy subsidies in various countries, the expansion of production capacity has continued to increase, and the expansion of the production of equipment companies has benefited significantly; on the other hand, in the context of external restrictions, The supply chain security has received key concern, and local equipment materials and component suppliers have more to undertake local demand and continue to increase share increases. Mainland China has advantages in the world's most widely used electronic manufacturing, terminal brands and market demand. Demand downstream demand drives upstream supply chain transfer is a trend in accordance with historical trends. From the security considerations of supply chain, the research and development and verification of domestic equipment and components are expected to accelerate. It is recommended Pay attention to the development opportunities of equipment and components under the trend of domesticization.

The reporter noticed that as the rotation of the sector accelerated, the differentiation of the track stocks this week has increased, and lithium batteries, wind power, and photovoltaic sectors have weakened; in traditional industries, coal, real estate, and non -ferrous adjustments are large.

Continue to pay attention to changes in the volume

Regarding the market next week, industry insiders believe that semiconductor and chips are expected to continue to lead technology stocks to rebound, and the market outlook should continue to pay attention to changes in transaction volume.

Mr. Cao, a senior manager of Huaxin Securities, told the reporter of "Public Securities News" that the short -term broad market bottomed out, but the transaction volume was not ideal during the rise of the broader market. It should continue to pay attention to changes in transaction volume next week. In addition, recently, a number of high -themed stocks have intensified, and investors should avoid their risks.

Guosheng Securities believes that geopolitical disturbances are short in the short term, and it is difficult to affect the long -term trend of the market. At present, macro -liquidity support is still there, and the market does not have systemic risks of continuous plunge. It is recommended to pay attention to rotating opportunities for recent anti -decline semiconductors, robotic sectors, and food and medical sections.

Yu Xiaoli, an analyst of Xingye Securities, recommends paying attention to the silicon and photovoltaic glass sectors. Since the beginning of this year, the amount of photovoltaic installed machines is not off -season, and the industry's fundamentals are strong. At present, the prices of silicon materials and silicon wafers have maintained a high level, and subsequent silicon materials are released. In the long run, the technical advantages of first -line components are obvious, and the right to speak in the industrial chain is expected to be enhanced. The brand, channel layout and supply chain management capabilities of enterprises will continue to play a positive role. Reporter Tang Xiaofei

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