On October 17, semiconductor ETFs closed up 0.46% with a turnover of 1.707 billion yuan. Heavy stocks had mixed ups and downs. On the upward side, the Cambrian period led the way, and Haiguang Information followed; on the downside, Weir shares led the decline, and Lanqi Technology followed the decline. In terms of size, as of October 16, the latest share of semiconductor ETFs was 27.395 billion shares, and the latest scale was 23.932 billion yuan. The average daily turnover reached 2,233 billion yuan in January, ranking among the highest liquidity of similar funds. Tianfeng Securities pointed out that the semiconductor industry cycle is currently at the relatively bottom of the long cycle. In the short term, the second half of the year will enter the traditional peak season; HBM may face restrictions and focus on investment opportunities in domestic equipment and materials; global semiconductor sales increased 20.6% year-on-year in August, and the intensive release of new machines in the fourth quarter is expected to boost semiconductor demand during the peak season, and is optimistic that domestic “package incremental policies” will raise semiconductor demand expectations.

On October 17, semiconductor ETFs closed up 0.46% with a turnover of 1.707 billion yuan. Heavy stocks had mixed ups and downs. On the upward side, the Cambrian period led the way, and Haiguang Information followed; on the downside, Weir shares led the decline, and Lanqi Technology followed the decline. In terms of size, as of October 16, the latest share of semiconductor ETFs was 27.395 billion shares, and the latest scale was 23.932 billion yuan. The average daily turnover reached 2,233 billion yuan in January, ranking among the highest liquidity of similar funds. Tianfeng Securities pointed out that the semiconductor industry cycle is currently at the relatively bottom of the long cycle. In the short term, the second half of the year will enter the traditional peak season; HBM may face restrictions and focus on investment opportunities in domestic equipment and materials; global semiconductor sales increased 20.6% year-on-year in August, and the intensive release of new machines in the fourth quarter is expected to boost semiconductor demand during the peak season, and is optimistic that domestic “package incremental policies” will raise semiconductor demand expectations.