Market Overview
On Thursday, the two cities had a strong shock rebound, the capital entered the market obviously, the capital return to the North was positive, the bottom of the market was found in the short term, and the rise was led by real estate services. On the disk, real estate, electronics and traditional Chinese medicine were among the top gainers. Shipping, securities, photovoltaic adjustment ranked first. It is suggested to focus on the main line 1: high-end manufacturing sectors that continue to benefit from high boom superposition policies, such as military industry, new energy, etc. Main line 2: upstream resource products sector benefiting from global energy shortage. Mainline three: defensive and strong rebound opportunities, such as Baijiu, medicine and so on. Main line 4: undervalued + offensive and defensive financial sector
Policy tracking
Chip continues to be in short supply
According to the financial Associated Press, the recent market continues to be short of cores and new orders continue to flow, adding to the confidence of wafer manufacturing enterprises. A number of wafer manufacturers have successively announced their capital expenditure plans for 2022. Silterra, Malaysia's largest wafer foundry, recently announced that it plans to invest 645 million ringgit (about 150 million US dollars) to expand production, aiming to increase the annual production capacity by 20%. China has become the world's largest semiconductor equipment market. Local semiconductor equipment has achieved key technological breakthroughs in multiple segments, and relevant concept stocks are expected to benefit.
