RecentlyMiniroulettecasinoThe first quarter performance data of the electronics industry show that the profit growth rate reached the highest rate of 75% in the whole market.MiniroulettecasinoRevenue growth also ranks second in the market, second only to social services. From the perspective of sub-industry, semiconductor equipment is the most sustainable, domestic semiconductor equipment has a good revenue growth every quarter. At the same time, the domestic substitution process of digital and analog chips also continues to promote the growth of the industry. However, the competition pattern of the IC design industry is poor, a large number of participants are easy to trigger a price war, deducting non-net profit has not yet stabilized.
The profit growth of the design industry still needs to rely on price increases, the current price is already very low, manufacturers may coordinate price adjustment at any time. Over the past year, prices in the panel industry have rebounded and market share has gradually shifted from Japan and South Korea to China. In addition, the strong performance of Hong Kong stocks relative to A shares has been going on for four months, and the starting point of the systematic rebound in Hong Kong stock valuations needs further consideration. The overall market shows a volatile trend, trading volume fell and continued to rise selling pressure needs to be released. Chemical price increase varieties are still hot sectors, investors need to be clear about the price increase direction and cycle, and abide by discipline.
The market has rebounded in rotation recently, and racing tracks such as military industry, large aircraft and satellite Internet have attracted much attention. China's central bank has increased its gold reserves for the 18th month in a row, and the medium-and long-term investment value of gold still exists. Goldman Sachs raised the target price of Nvidia to $1100, the AI wave continues to grow, and the changes in the domestic market are worth watching. ST Sunshine is fined by SFC for insider tradingMiniroulettecasino32 billion yuan, the regulatory environment has gradually improved and market confidence has increased. The satellite Internet industry has soared recently, and the development potential of the track has attracted much attention.
Plate name semiconductor concept, digital currency keywords low technology, electronic industry, semiconductor equipment bullish bearish (bullish) fundamental data show that the electronics industry's performance profit growth rate in the first quarter is the highest, revenue growth also ranks second, indicating that the electronics industry has stepped out of the state on the right, market sentiment is still low, there is a greater opportunity. Draw the key pointsMiniroulettecasino! Hexun self-selected Stock Writer risk Tip: the above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.