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2024-12-14 08:06:31
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Analysis and interpretation of semiconductor, gold, medicine, Hong Kong stocks and other technologies!


1. With the intensification of trade protectionism in the United States and the continuous "unreasonable" suppression of semiconductor enterprises in China, the global semiconductor industry chain has been hit a lot, and the problem that the terminal demand is less than expected is particularly prominent, which has dragged down the development and progress of the entire semiconductor industry. Especially in the case that the international semiconductor giants have adjusted at a high level and the domestic substitution process is slow, it is reasonable for the A-share semiconductor sector to fall.4. Due to the unexpected rebound of PPI in November announced by the United States last night, the briefly adjusted US dollar index turned upside down again, and broke through the 107 mark, which suppressed the RMB exchange rate to a certain extent, and then linked with today's Hong Kong stock Hang Seng Technology Index, which unilaterally fell, and the intraday decline once exceeded 2%. However, considering that it is a foregone conclusion that the Federal Reserve will cut interest rates by 25 basis points next Wednesday, the US dollar index will hit a peak, which is a big plus for Hong Kong stocks.Analysis and interpretation of semiconductor, gold, medicine, Hong Kong stocks and other technologies!


1. With the intensification of trade protectionism in the United States and the continuous "unreasonable" suppression of semiconductor enterprises in China, the global semiconductor industry chain has been hit a lot, and the problem that the terminal demand is less than expected is particularly prominent, which has dragged down the development and progress of the entire semiconductor industry. Especially in the case that the international semiconductor giants have adjusted at a high level and the domestic substitution process is slow, it is reasonable for the A-share semiconductor sector to fall.Analysis and interpretation of semiconductor, gold, medicine, Hong Kong stocks and other technologies!

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