The chip sector rose, the chip ETF (512760) increased by over 2%, and the premium transaction in the disc

The chip sector rose, Anji Technology rose more than 9%, and Huafeng's measurement and control rose more than 8%.The chip ETF (512760) increased by more than 2%, and the turnover exceeded 200 million yuan. The premium transaction in the session was over 260 million yuan in a consecutive day.

China Merchants Securities believes that the current chip demand side still shows a structural differentiation trend, and the consumer demand represented by mobile phones is still weak, and the demand for segmentation such as automobile/photovoltaic/server is relatively highlights.From the three factors of certainty, prosperity and valuation, focus on two main lines: 1) Grasp the definitance+prosperity combination, pay attention to high -quality chip companies that mainly cover the prosperity tracks such as car/photovoltaic/server; 2)Grasp the definition+valuation combination, you can pay attention to the domestic leading chip company that has global competitiveness at the same time in the segment.

- END -