On November 11, the major indexes of A shares rose and declined.The GEM fingers and science and technology 50 performers are relatively strong.
Semiconductor chips, photovoltaic machines, photovoltaic, lithium batteries and other directions leading up.
Multi-stock daily limit of semiconductor
Semiconductor strong, crystal crystalIntegrated, , Guoxin Technology, Canxin, and many other 20cm daily limit.-
The Hong Kong stock semiconductor sector also rose sharply.Hua Hong Semiconductor rose more than 9%, , Hongguang Semiconductor, Shanghai Fudan rose more than 5%.
Guoxin Securities believes that global and Chinese semiconductor sales have achieved year -on -year growth for four consecutive quarters, and the global semiconductor sales in the third quarter reached a record highSpeed is also the largest growth rate after 2016. Semiconductors reflect more growth on the basis of cyclicality. TSMC also said that AI demand is real and will last for several years.
From the performance of A -share semiconductor company, the overall income has grown positively for five consecutive quarters.The month -on -month increase was increased, and the net profit attributable to the mother was 49%year -on -year, which was significantly higher than the year -on -year growth rate of 21%.
Ping An Securities believes that the current consumer electronics has recovered, and the process of semiconductor localization continues to advance.In addition, the computing power industry chain brought by AI will also continue to benefit. The semiconductor industry is currently in the recovery stage. Consumer electronics recovery will promote the new round of rising cycles of semiconductors, optimistic about the recovery of the market and the AI computing power industry chain.
Many brokerage officials announced: interest rate cuts!
Following the pace of interest rate cuts, the brokerage "interest rate cut" strikes.
On the morning of November 11, securities firms such as Haitong Securities and Guotai Junan announced that starting from November 11, the company has adjusted the customers RMB margin interest rate standard.(Annualization).
The brokerage firms have "cut interest rates" many times this year.The margin interest rate has dropped from 0.25%(annualized) from the previous March to 0.2%(annualized). At the end of July this year, it began to drop to 0.15%(annualization), and then 0.1%(annualization) today.
Some analysts believe that the deposit interest rate of deposit accounts has little impact on customers.On the one hand, because the deposit interest rate is reduced, the amount of a single customer may not be very large, and some customers even sign a contract for deposit wealth management products.Therefore, comprehensive point of view, the reduction of the margin interest rate is not obvious.
Responsible editor: Chen Lixiang
School pair: Ran Yanqing
