On October 15, semiconductor ETFs closed down 1.87%, with a turnover of 3,076 billion yuan. Component stocks had mixed ups and downs. On the upward side, Beifang Huachuang led the rise; on the downside, Haiguang Information led the decline. Debon Securities said that semiconductors are an important investment direction in the bull market, and there may still be a lot of room for growth. Currently, compared to the beginning of 2023 and the beginning of 2024, the Shenwan Semiconductor Industry Index has increased by only 10.6% and 21.7%, and is still rising by 63.6% compared to the 5-year high. Therefore, we believe that the semiconductor industry as a whole still has a lot of room for growth. Looking back, we believe that the semiconductor industry's counterattack focuses on autonomy and control, cycle reversal, and technological innovation. Currently, there is a large gap in domestic semiconductor production capacity, external restrictions are constantly increasing, and the localization process is gradually accelerating. The semiconductor sector may have reached the bottom of the cycle and is at the beginning of a new cycle. Investors can use the semiconductor ETF one-click layout.

On October 15, semiconductor ETFs closed down 1.87%, with a turnover of 3,076 billion yuan. Component stocks had mixed ups and downs. On the upward side, Beifang Huachuang led the rise; on the downside, Haiguang Information led the decline. Debon Securities said that semiconductors are an important investment direction in the bull market, and there may still be a lot of room for growth. Currently, compared to the beginning of 2023 and the beginning of 2024, the Shenwan Semiconductor Industry Index has increased by only 10.6% and 21.7%, and is still rising by 63.6% compared to the 5-year high. Therefore, we believe that the semiconductor industry as a whole still has a lot of room for growth. Looking back, we believe that the semiconductor industry's counterattack focuses on autonomy and control, cycle reversal, and technological innovation. Currently, there is a large gap in domestic semiconductor production capacity, external restrictions are constantly increasing, and the localization process is gradually accelerating. The semiconductor sector may have reached the bottom of the cycle and is at the beginning of a new cycle. Investors can use the semiconductor ETF one-click layout.