On November 26, semiconductor ETFs closed down 0.93%, with a turnover of 927 million yuan. Component stocks had mixed ups and downs. On the upward side, China and Micro companies led the way; on the downside, Beibei Huachuang led the decline. According to the news, since the fourth quarter, foreign-funded institutions' enthusiasm for research on A-share listed companies has increased markedly. According to the data, from October 1 to November 25, 339 foreign-funded institutions have intensively investigated A-share companies, and fields such as semiconductors, industrial machinery, and electronic components have become the focus of attention of foreign-funded institutions. Among them, the top ten semiconductor ETF stocks, such as Lanqi Technology, China Micro, and Vail Co., Ltd., all attracted research from more than 15 foreign-funded institutions. SDIC Securities said that it has not yet revised its mid-term forecast of “looking at technology with a volatile mindset” since mid-October, and the main signs of technological growth with semiconductors as the core are beginning to become obvious. Further higher expectations are that semiconductors can form the main line of industry fundamentals under the three driving forces of domestic substitution, the inflection point of the second quarter, and overseas mapping of the AI industry chain: semiconductors will become the next “car.”

On November 26, semiconductor ETFs closed down 0.93%, with a turnover of 927 million yuan. Component stocks had mixed ups and downs. On the upward side, China and Micro companies led the way; on the downside, Beibei Huachuang led the decline. According to the news, since the fourth quarter, foreign-funded institutions' enthusiasm for research on A-share listed companies has increased markedly. According to the data, from October 1 to November 25, 339 foreign-funded institutions have intensively investigated A-share companies, and fields such as semiconductors, industrial machinery, and electronic components have become the focus of attention of foreign-funded institutions. Among them, the top ten semiconductor ETF stocks, such as Lanqi Technology, China Micro, and Vail Co., Ltd., all attracted research from more than 15 foreign-funded institutions. SDIC Securities said that it has not yet revised its mid-term forecast of “looking at technology with a volatile mindset” since mid-October, and the main signs of technological growth with semiconductors as the core are beginning to become obvious. Further higher expectations are that semiconductors can form the main line of industry fundamentals under the three driving forces of domestic substitution, the inflection point of the second quarter, and overseas mapping of the AI industry chain: semiconductors will become the next “car.”