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2024-12-14 11:00:39
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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.


3. The pharmaceutical sector opened lower and stepped back on the 20-day moving average, stopping the three consecutive days of the daily line, indicating that it is really difficult to have rising sustainability without improving the fundamentals. Next, like other sectors, we need to release the expectation of mergers and acquisitions in order to gradually strengthen.


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.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.3. The pharmaceutical sector opened lower and stepped back on the 20-day moving average, stopping the three consecutive days of the daily line, indicating that it is really difficult to have rising sustainability without improving the fundamentals. Next, like other sectors, we need to release the expectation of mergers and acquisitions in order to gradually strengthen.

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