Makala a chip le semiconductor a boetse a fetohile pastry e monate 'marakeng. Qetellong ea 'maraka ka la 23 Phuptjane, Shenwan Semiconductor Index e nyolohile ka ho feta 5.16% ka letsatsi le le leng. Kamora ho nyoloha ka 7.98% ka letsatsi le le leng ka la 17 Phuptjane, Changyang e ile ea boela ea ntšoa. Mekhatlo ea tekano ea sechaba le ea poraefete ka kakaretso e lumela hore ho eketseha ha li-semiconductors ho ka tsoela pele, 'me ho na le sebaka se lekaneng sa nts'etsopele ea nako e telele.
Lekala la semiconductor le tsohile haufinyane
Ha u shebisisa, ho Shenwan Secondary Semiconductor Index, li-stock tse peli tsa Ashi Chuang le Guokewei ka bobeli li ile tsa nyoloha ka 20% ka letsatsi le le leng. Har'a li-stocks tse 47 tsa index, li-stock tse 16 li nyolohile ho feta 5% ka letsatsi le le leng.
Ho tloha qetellong ka la 23 Phuptjane, har'a li-index tsa 104 tsa Shenwan, li-semiconductors li nyolohile ka 17.04% khoeling ena, e le ea bobeli ho likoloi, e maemong a bobeli.
Ka nako e ts'oanang, boleng ba letlooa la li-ETF tse amanang le semiconductor tse nang le "chips" le "semiconductors" ka mabitso a tsona le tsona li phahame. Ka nako e ts'oanang, boleng ba letlooa la lihlahisoa tse ngata tse sebetsang tsa letlole indastering ea semiconductor le tsona li nyolohile haholo.
Ho latela pono ea litebello tsa nts'etsopele ea liindasteri tsa chip le semiconductor, mekhatlo ea tekano ea sechaba ka kakaretso e bontšitse hore e na le tšepo mabapi le litebello tsa nts'etsopele ea nako e telele. China Southern Fund Shi Bo o boletse hore o ntse a tsoela pele ho ba le tšepo mabapi le ts'ebetso ea lehae ea indasteri ea semiconductor. E hlohlelletsoa ke "khaello ea mantlha" ea lefats'e le lintlha tse ling, ho atolosoa ha ketane ea indasteri ea semiconductor hoa hlokahala. Hore na ke lisebelisoa tsa setso tsa semiconductor, kapa nts'etsopele ea li-semiconductors tsa moloko oa boraro le mahlale a macha a ts'ebetso, e bonts'a boikemisetso ba China ba ho tsoela pele ho lema tšimong ea semiconductor.
Ho ea ka Pan Yongchang oa Nord Fund, boqapi le nala ea indasteri ea theknoloji e ntse e tsoela pele, 'me sekhahla sa kholo ea nako e telele le sa nako e telele se matla. Ka mohlala, tlhokahalo ea nako e khutšoanyane tšimong ea semiconductor e matla 'me phepelo e tiile. Maikutlo a ho se leka-lekane ha nako e khuts'oane lipakeng tsa phepelo le tlhokahalo e amana le mohopolo oa nako e mahareng le e telele, e leng se ka etsang hore katleho ea lekala la semiconductor e tsoelepele ho phahama.
Ho lebelletsoe hore moruo oa indasteri o tla tsoela pele ho phahama
Ho latela pono ea phepelo le tlhokeho ea mekhahlelo, batseteli ba bangata bao ho buisanoeng le bona ba boletse hore keketseho e tsoelang pele ea indasteri ea semiconductor e tla ba ketsahalo e kholo ea monyetla. You Guoliang, mookameli oa letlole la Great Wall Jiujia Innovation Growth Fund, o boletse hore metheo ea lefapha la semiconductor e ntse e ntlafala lilemong tsa morao tjena, haholo-holo lilemong tse peli tse fetileng, kholo ea ts'ebetso ea lik'hamphani tse amanang ka kakaretso e bile holimo haholo. Tšimo ea chip e ile ea qala ho felloa ke matla karolong ea bone ea selemo se fetileng, 'me katleho ea indasteri e ile ea ntlafatsoa le ho feta. Hoa bonahala hore ts'ebetso ea lik'hamphani tse ngata tse thathamisitsoeng tse amanang le semiconductor li ntse li tsoela pele ho hōla ka potlako, haholo-holo lik'hamphani tse ling tsa matla a semiconductor, ka lebaka la ho khanna ha motlakase oa koloi le bohlale, ts'ebetso ea tlaleho ea kotara ea selemo sena e tsoteha, e feta tebello ea 'maraka.
Kong Xuebing, motsamaisi ea ka sehloohong le mookameli oa letlole la lefapha la matsete la Jinxin Fund, haufinyane o bontšitse hore e lokela ho ba ketsahalo e phahameng ea monyetla oa indasteri ea semiconductor ho fihlela sekhahla sa kholo ea ts'ebetso e fetang 20% ka 2021; ho tloha ho moralo oa IC ho isa ho tlhahiso ea liphaephe ho isa ho ho paka le ho etsa liteko, boleng le theko li nyolohile lefatšeng ka bophara. Ke ntho e tloaelehileng ea thobalano; ho lebelletsoe hore matla a tlhahiso ea semiconductor ea lefats'e a tla ba thata ho fihlela 2022.
Ping An Fund Xue Jiying o boletse hore ho latela pono ea nala ea nako e khuts'oane, "tlhokahalo ea ho hlaphoheloa + thepa ea thepa + e sa lekaneng ea phepelo" e lebisitse ho phepelo e thata ea semiconductor ea lefats'e le tlhokahalo halofong ea pele ea 2021. Ketsahalo ea "khaello ea mantlha" e tebile. Mabaka a mantlha ke a latelang: ho tloha lehlakoreng la tlhokeho Ho latela tlhoko e tlase ea noka, tlhokahalo e tlase ea makoloi le liindasteri e ntlafala ka potlako. Lintlafatso tsa meralo tse kang 5G le likoloi tse ncha tsa matla li tlisitse kholo e ncha. Ntle le moo, seoa sena se ama tlhokahalo ea mehala ea mehala le indasteri ea likoloi, 'me li-chips tse nyolohang ka bongata hangata li cheka lethathamo mme li batla ho hlaphoheloa. Kamora hore phepelo e fokotsehe, lik'hamphani tsa terminal li ile tsa eketsa theko ea li-chip, 'me lik'hamphani tsa li-chip li ile tsa eketsa tlhoko ea li-wafers. Karolong ea pele ea selemo sena, ho hanyetsana ha nako e khutšoanyane pakeng tsa phepelo le tlhokahalo ho ile ha matlafala. Ho latela pono ea lehlakore la phepelo, phepelo ea lits'ebetso tse holileng e ea fokola, 'me phepelo ea semiconductor ka kakaretso ea lefats'e e batla e fokola. Tlhōrō ea potoloho ea ho qetela ea katoloso e bile halofo ea pele ea 2017-2018. Ka mor'a moo, tlas'a tšusumetso ea litšitiso tsa ka ntle, ho ne ho e-na le katoloso e fokolang le lichelete tse fokolang tsa thepa ka 2019. , Ka 2020, lichelete tsa thepa li tla eketseha (+ 30% selemo le selemo), empa matla a sebele a tlhahiso a tlaase (a angoa ke sewa). Xue Jiying o bolela esale pele hore kholo ea indasteri ea semiconductor e tla tšoarella bonyane ho fihlela halofo ea pele ea selemo se tlang. Tlas'a maemo ana, menyetla ea matsete lekaleng lena e tla eketseha. Bakeng sa indasteri ka boeona, e na le mokhoa o motle oa indasteri. Tlas'a maemo a holimo, ho bohlokoa haholo ho hlahloba menyetla e mengata ea setoko. .
Mookameli oa Invesco Great Wall Fund Yang Ruiwen o itse: Ntlha ea pele, ena ke potoloho ea boom ea semiconductor e e-s'o ka e e-ba teng, e bonahalang ka ho eketseha ho totobetseng ha molumo le theko, e tla nka lilemo tse fetang tse peli; ea bobeli, lik'hamphani tsa chip design tse nang le ts'ehetso ea bokhoni li tla fumana tse e-s'o ka tsa e-ba teng. ea boraro, bahlahisi ba amehang ba Machaena ba tla tobana le menyetla ea histori, ’me tšebelisano-’moho ea lefatše lohle ke senotlolo sa ho fokotsa phello e mpe ea moruo; ea bone, khaello ea li-chips tsa likoloi ke eona ea pele, 'me monyetla o boetse ke oa pele Libaka tse arohaneng tse rarollang mathata a phepelo le tlhokahalo, empa li tla tlisa "khaello ea mantlha" libakeng tse ling.
Shenzhen Yihu Investment Analysis e lumela hore ho ea ka pono ea morao-rao ea disk, lisebelisoa tsa theknoloji li ntse li tsoa butle-butle, 'me indasteri ea semiconductor e chesa le ho feta. Indasteri ea semiconductor ke e 'ngoe ea makala a anngoeng haholo ke tlhophiso ea lefats'e ea ketane ea indasteri. Tlas'a boemo ba seoa, litšitiso tsa lefats'e le phepelo li ntse li tsoela pele, 'me bothata ba "khaello ea mantlha" ha bo so ka bo kokobetsoa ka nepo. Boemong ba ho se leka-lekane ha phepelo ea li-semiconductor le tlhokahalo, lik'hamphani tsa phepelo ea li-semiconductor li lebelletsoe ho boloka katleho e phahameng, li shebane le li-semiconductors tsa moloko oa boraro, ho kenyeletsoa menyetla e amanang le matsete ho MCU, mokhanni IC, le likarolo tsa lisebelisoa tsa RF.
Nako ea poso: Jun-24-2021