The chip sector rose, Cambrian -U touched the daily limit, chip ETF (512760) rose more than 1.6%

The chip sector continues to rise, Cambrian -U touches the daily limit, and Zhenxin Technology and Guoxi micro-rising.The chip ETF (512760) rose over 1.6%, and the turnover exceeded 260 million yuan. In the past 10 days, net inflow exceeding 300 million yuan.

Guo Rong Securities believes that chip equipment has a high barriers and broad domestic replacement prospects. In the context of the restrictions of chip equipment in the United States, domestic leading manufacturers have strong mid -to -long -term growth attributes under the trend of domestic replacement, and their future performance is high.It is recommended to pay attention to investment opportunities from two aspects. One is a chip and equipment platform -type enterprise with comprehensive strength; second, there have been breakthroughs in the segmentation of chip preparation. In the future, it is expected to benefit from leading manufacturers in the segment of downstream customers to import volume.

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