The total outbreak of chip stocks has increased by more than 50 shares of more than 9 %. The institution claims that the follow -up trend needs to pay attention to the implementation of the US "Chip Act"

Economic Observation Network reporter on Monday Fan On August 5th, the A -share index shook a narrow range in the morning, and the capital organization broke through in the afternoon. Financial and new energy strengthened, driving the index to expand the rise. As of the close of the day, the Shanghai Stock Exchange Index closed up 1.19%to 3227.03 points. Chuang increased by 1.49%and 2.08%, respectively; the city sold for 995.7 billion yuan throughout the day, which was significantly measured from the same period of the previous day.

On the sector, the direction of the semiconductor chip exploded on the same day, and exceeded 50 stocks exceeding 9%. Huada Nine Days (301269.SZ), Sinhara (688521.SH), Ruichian Weisan (688002.SH), Tongfu Micro Electricity (002156.SZ), Northern Huachuang (002371.SZ), Jingfang Technology (603005.SH) and other more than twenty daily limits, Mingwei Electronics (688699.SH), Minxin (688286.SH), cores) More than ten shares such as Pengwei (688508.SH) and Quanzhi Technology (300458.SZ) rose more than 11%.

Some market views believe that the core logic of the rise of semiconductor chips in this round is the expected speculation of the national production of the industrial chain. Under this logic, the upstream materials and equipment have become one of the most popular directions in recent years.

In this regard, Bi Mengzhang, a researcher at Golden Camphor Investment, a subsidiary of Ge Shang Fortune, told reporters that recently the chip sector has increased significantly, and the most direct factors are due to the influence of the Taiwan Strait incident. TSMC is the leader of the entire industry, which once again aroused the attention of the A -share market for the "stuck neck" industry.

From the perspective of the monitoring data of the main funds of individual stocks, the top five stocks of the net inflow of the main funds are chip stocks. The first three are the northern Huachuang, San'an Optoelectronics (600703.SH), and Changdian Technology (600584.SH), with net inflows 1.172 billion yuan, 949 million yuan, and 896 million yuan, respectively. However, at the same time, overseas funds were reduced in an orderly manner in an orderly manner. The Northern Huachuang sold 133 million yuan in nets, and Weir (603501.SH) was slightly reduced by 66 million yuan.

On the other hand, in terms of news, the White House stated in a statement on August 3, local time that US President Biden will officially sign the "Chip and Science Act" on August 9 to directly subsidize and inspire the US semiconductor semiconductors in the United States. industry. According to the content of the bill, US chip companies will receive $ 52 billion subsidies, $ 24 billion in duty -free amount, and US $ 200 billion in R & D expenditure.

"In the absence of high -end technology, industrial upgrading is difficult to continue, so the logic of domestic replacement has strengthened at the current supply chain change. It is expected that my country will strengthen independent controlling policy efforts in the future, expand the subsidies for chips and EDA enterprises, tax -exempt tax exemption, exempt taxes, and tax exemption. Investment in research and development. So at present, the expected injection is the main factor of the rising chip sector in the near future. In the short term, the follow -up trend needs to pay attention to the fermentation of geopolitics and the implementation of the US "Chip Act". "Bi Mengyu said.

Huatai Securities also publicly pointed out that for the Chinese semiconductor industry, it is necessary to pay attention to the limited terms in the above bills that may affect the expansion of TSMC, Samsung, Hynix and other companies in mainland China. With less, the bill may strengthen the relative competitiveness of American chip design companies in the fields of simulation, MCU, and RF.

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