The bottom of the valuation!On the 9th consecutive day, the net purchase chip ETF (159995) reached 1.3 billion yuan

The three major indexes of the A -share in the morning opened low, and the chip stocks fell collectively. As of 10: 40, TCL Central, Weir, SMIC, and Enchi Technology all fell nearly 3%, and Huiding Technology rose 1.57%. As the largest chip index fund in the market, the chip ETF (159995) has been adjusted by 2%, but it has been purchased for 9 consecutive days. The cumulative net purchase funds have reached 6.8 billion yuan this year.

The chip ETF (159995) is closely tracking the national syndrome semiconductor chip index with 30 components. Investment in the entire industry chain of the chip, including materials, equipment, design, manufacturing, packaging, and testing. Data show that the latest valuation of the National Certificate Chip Index is about 42 times, and the valuation segmentation is at a historical low of less than 10%. TCL Central, SMIC and others are their weights.

Dongxing Securities recently stated that the short -term supply and demand mismatch leads to the high inventory of IC distributors may be improved. The logic of the current intelligent and all -things interconnection is still continuing, and the downstream consumer electronics industries are expected to gradually recover. Optimistic about the field of semiconductor upstream materials and components, benefiting from semiconductor production capacity to the country, the segmentation faucet is expected to seize the rise of import substitution opportunities.

- END -