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Ukuthandwa kwe-Semiconductor kuqhuma, uphando lwabaphathi beengxowa-mali kunye nokugweba i-boom iya kuqhubeka nokunyuka

Icandelo letshiphu kunye ne-semiconductor liphinde laba yipastry emnandi yentengiso.Ekupheleni kweemarike ngoJuni 23, i-Shenwan Secondary Semiconductor Index inyuke ngaphezu kwe-5.16% ngosuku olunye.Emva kokunyuka nge-7.98% ngosuku olunye ngoJuni 17, i-Changyang yaphinda yakhutshwa.Amaziko obulungisa oluntu nawabucala ngokubanzi akholelwa ekubeni ukukhula kweqonga kwi-semiconductors kungaqhubeka, kwaye kukho indawo eyaneleyo yophuhliso lwexesha elide.

Icandelo le-semiconductor linyukile kutshanje

Ukujonga ngokuthe kratya, kwi-Index ye-Semiconductor yeSekondari ye-Shenwan, izitokhwe ezibini ze-Ashi Chuang kunye ne-Guokewei zombini zenyuka nge-20% ngosuku olufanayo.Phakathi kwee-stocks ze-47 ze-index, ii-stocks ze-16 zenyuka ngaphezu kwe-5% ngosuku olulodwa.

Ukusukela ekupheleni kwe-23 kaJuni, phakathi kwe-104 yezalathi zesekondari ze-Shenwan, i-semiconductors inyuke nge-17.04% kule nyanga, okwesibini kuphela kwiimoto, kwindawo yesibini.

Ngexesha elifanayo, ixabiso le-ETF ehambelana ne-semiconductor kunye ne "chips" kunye "ne-semiconductors" kumagama abo liye laphakama.Kwangaxeshanye, ixabiso elishiyekileyo leemveliso zengxowa-mali ezininzi ezisebenzayo kwishishini le-semiconductor nalo linyuke kakhulu.

Ngokwembono yophuhliso lwemveliso ye-chip kunye ne-semiconductor, amaziko obulungisa boluntu ngokubanzi abonise ukuba anethemba malunga nophuhliso lwexesha elide.I-China Southern Fund uShi Bo uthe uyaqhubeka enethemba malunga nenkqubo yendawo yoshishino lwe-semiconductor.Ukwenziwa "kukunqongophala okungundoqo" kwehlabathi kunye nezinye izinto, ukwenziwa kwendawo yekhonkco leshishini le-semiconductor kubalulekile.Nokuba zizixhobo zemveli ze-semiconductor, okanye uphuhliso lwe-semiconductors yesizukulwana sesithathu kunye nobuchwepheshe benkqubo entsha, ibonisa ukuzimisela kweTshayina ukuqhubeka nokulima kwintsimi ye-semiconductor.

Ukuthandwa kweSemiconductor-2

Ngokutsho kwePan Yongchang yeNgxowa-mali yaseNord, ukuveliswa kwezinto ezintsha kunye nokuchuma kwishishini letekhnoloji kuyavakala, kwaye ukukhula kwexesha eliphakathi kunye nexesha elide lomelele.Ngokomzekelo, imfuno yexesha elifutshane kwintsimi ye-semiconductor yomelele kwaye unikezelo luqinile.Ingqiqo yokungalingani kwexesha elifutshane phakathi konikezelo kunye nemfuno ihambelana nengqiqo yexesha eliphakathi kunye nexesha elide, elinokuthi liqhube impumelelo yecandelo le-semiconductor ukuqhubeka ukunyuka.

Ukukhula kweshishini kulindeleke ukuba kuqhubeke ukunyuka

Ngokwembono yobonelelo ngezigaba kunye nemfuno, abatyali-mali abaninzi ekwenziwe udliwano-ndlebe nabo bathi ukuqhubeka nokunyuka kwe-boom kwishishini le-semiconductor kuya kuba sisiganeko esinokwenzeka esikhulu.Wena Guoliang, umphathi wengxowa-mali ye-Great Wall Jiujia Innovation Growth Fund, uthe iziseko zecandelo le-semiconductor ziye zaphucuka kwiminyaka yakutshanje, ngakumbi kule minyaka mibini idlulileyo, ukukhula komsebenzi weenkampani ezihambelanayo ngokuqhelekileyo kuphezulu kakhulu.Intsimi ye-chip yaqala ukuphuma kwikota yesine yonyaka odlulileyo, kwaye ukuchuma kweshishini kwaphuculwa ngakumbi.Kuyabonakala ukuba ukusebenza kweenkampani ezininzi ezinxulumene ne-semiconductor ezidweliswe kuluhlu ziyaqhubeka zikhula ngokukhawuleza, ngakumbi ezinye iinkampani ze-semiconductor zamandla, ngenxa yokuqhutyelwa kombane wemoto kunye nobukrelekrele, ukusebenza kwengxelo yekota yalo nyaka kubalaseleyo, kudlula ulindelo lwemarike.

U-Kong Xuebing, umlawuli olawulayo kunye nomphathi wengxowa-mali yesebe lotyalo-mali lwe-Jinxin Fund, kutshanje uye wabonisa ukuba kufuneka kube yinto enokwenzeka kakhulu kwishishini le-semiconductor ukuphumeza izinga lokukhula kwentsebenzo engaphezulu kwe-20% ngo-2021;ukusuka kuyilo lwe-IC ukuya kwimveliso ye-wafer ukuya kwipakethe kunye novavanyo, zombini umthamo kunye nexabiso linyukile kwihlabathi jikelele.Yinto eqhelekileyo yesini;kulindeleke ukuba amandla emveliso ye-semiconductor yehlabathi aqine kude kube ngu-2022.

I-Ping An Fund uXue Jiying uthe ngokwembono yempumelelo yexesha elifutshane, "imfuno yokubuyisela + i-inventory stocking + insufficient supply" ikhokelele kubonelelo lwe-semiconductor yehlabathi jikelele kunye nemfuno kwisiqingatha sokuqala sika-2021. Isiganeko "sokunqongophala okungundoqo" inzulu.Ezona zizathu ziphambili zezi zilandelayo: ukusuka kwicala lemfuno Ngokubhekiselele kwimfuno esezantsi, imfuno esezantsi yeemoto kunye namashishini ibuyela ngokukhawuleza.Ukuveliswa kwezinto ezintsha ezifana ne-5G kunye neenqwelo zamandla amatsha ziye zazisa ukukhula okutsha.Ukongeza, ubhubhane uchaphazela imfuno yeefowuni eziphathwayo kunye neshishini leemoto, kwaye iichips ezinyukayo zihlala zigaya uluhlu lwezinto kwaye zifuna ukubuyiswa.Emva kokuba unikezelo lunqongophele, iinkampani zetheminali zonyuse ukuthengwa kweetshiphu, kwaye iinkampani zetshiphu zonyuse imfuno yeewafers.Kwisiqingatha sokuqala salo nyaka, ukuchasana kwexesha elifutshane phakathi kokubonelela kunye nemfuno kuqiniswe.Ngokwembono yecala lonikezelo, unikezelo lweenkqubo ezivuthiweyo lulinganiselwe, kwaye unikezelo lwe-semiconductor yehlabathi jikelele luncinci.Incopho yomjikelo wokugqibela wokwandiswa yayiyisiqingatha sokuqala se-2017-2018.Emva koko, phantsi kweempembelelo zokuphazamiseka kwangaphandle, kwakukho ukwanda okuncinci kunye nokutyalomali okuncinci kwezixhobo kwi-2019. , Ngo-2020, utyalo-mali lwezixhobo luya kunyuka (+ 30% ngonyaka-ngonyaka), kodwa amandla okuvelisa ngokwenene aphantsi (achatshazelwa yi. indyikitya yesifo esibulalayo).UXue Jiying uqikelela ukuba i-boom yeshishini le-semiconductor iya kuhlala ubuncinci kude kube kwisiqingatha sokuqala sonyaka olandelayo.Phantsi kwale meko, amathuba otyalo-mali kweli candelo aya kwanda.Kwishishini ngokwalo, linendlela elungileyo yoshishino.Ngaphantsi kwe-boom ephezulu, kubaluleke kakhulu ukuphonononga amathuba amaninzi esitokhwe..

Ukuthandwa kweSemiconductor-3

Umphathi we-Invesco Great Wall Fund uYang Ruiwen uthe: Okokuqala, lo ngumjikelezo ongazange ubonwe ngaphambili we-semiconductor boom, obonakaliswa ngokunyuka okucacileyo komthamo kunye nexabiso, eliya kuhlala ngaphezu kweminyaka emibini;okwesibini, iinkampani zoyilo lwetshiphu ezinenkxaso yomthamo ziya kufumana okungazange kubonwe ngaphambili Uhlaziyo lwecala lonikezelo lweenkampani zoyilo lwetshiphu luya kuqala;okwesithathu, abavelisi baseTshayina abafanelekileyo baya kujongana namathuba embali, kunye nentsebenziswano yehlabathi isitshixo ekunciphiseni impembelelo embi yezoqoqosho;okwesine, ukunqongophala kweetshiphusi zemoto kukuqala, kwaye okunokwenzeka kwakhona kwasekuqaleni Iindawo ezicandekileyo ezisombulula ubunzima bokubonelela kunye nemfuno, kodwa ziya kuzisa ngakumbi "ukunqongophala okungundoqo" kwezinye iindawo.

I-Shenzhen Yihu Investment Analysis ikholelwa ukuba kwi-disk perspective yamva nje, izitokhwe zeteknoloji ngokuthe ngcembe ziphuma ezantsi, kwaye imboni ye-semiconductor ishushu ngakumbi.Ishishini le-semiconductor lelinye lawona macandelo achaphazeleka kakhulu kulungiselelo lwehlabathi lwekhonkco leshishini.Ngaphantsi kwemeko yobhubhane, ikhonkco lehlabathi kunye nokuphazamiseka kokubonelela kuyaqhubeka, kwaye ingxaki "yokunqongophala" ayikancitshiswanga ngokufanelekileyo.Kumxholo wonikezelo lwe-semiconductor kunye nokungalingani kwemfuno, iinkampani zokubonelela nge-semiconductor kulindeleke ukuba zigcine ukuchuma okuPhezulu, kugxininise kwii-semiconductors zesizukulwana sesithathu, kubandakanywa namathuba otyalo-mali ahambelanayo kwi-MCU, umqhubi we-IC, kunye namacandelo esixhobo se-RF.


Ixesha lokuposa: Jun-24-2021