This article is not an investment decision.
Chip concept stocks and chip ETF funds have performed well since the second quarter. From the end of last year to now, the chip shortage has continued to increase, and the chip shortage may continue to 2022. Under the background of global chip shortage, the trend of chip price increase is becoming more and more clear, and the performance of Listed Companies in the semiconductor chip industry is expected to break out. Can the recent strong semiconductor market continue? Which segments are still worthy of investors’ attention?
The new energy vehicle sector, which rose sharply last year, experienced a sharp adjustment in the first quarter of this year. Recently, the sector has shown a slight upward trend. In the context of the continuation of high landscape and multiple favorable blessings, what is the future pattern of new energy vehicles? Which investment opportunities in the industrial chain have higher certainty?
In response to the above questions, Netease Financial Research Institute of listed companies specially invited Huang Jichen, fund manager of Boshi fund’s scientific innovation team, to answer.
Huang Jichen, fund manager of Boshi fund’s science and technology innovation team, believes that the global semiconductor industry has entered a boom upward stage since 20q3. The boom of the industry itself and the increase of the proportion of localization bring about the boom superposition, which constitutes a strong support for the performance of related companies. The high prospect of the industry is gradually reflected in the statements of Listed Companies in the industry chain. Based on this, we are optimistic about the prosperity performance of the semiconductor sector in the next year.
At the same time, Huang Jichen said that he continued to be optimistic about the major and long-term direction of technological change of new energy vehicles. As for the sub industries, he was most optimistic about the power battery link with good long-term competition pattern and strong bargaining power in the industrial chain.