At present, the market is subject to the impact of the volume of energy, difficult to break through, but the decline is still showing significant toughness, mainly because the defense class of food and beverage is not subject to the impact of market adjustments plate soaring, there are also resource boards affected by the futures market, the performance of the strong.
But this kind of underlying stocks, funds holding the phenomenon of leading companies is more serious, many stocks have been in the continuous record high, there is no opportunity to participate, so many times the index earn index not profitable market.
Over the weekend, the Huawei incident, means that the chip autonomy has come to the moment of urgency, the whole industry chain independent alternative will be further accelerated. 2019 is the first year of domestic supply chain reshaping, 2020 will enter the accelerated stage.
For investors, the related opportunities may be mainly the following two main lines:
1, chip design, etc.. Huawei to the third-party chip design, IDM manufacturers of purchase orders and technical support will increase, in the current Hass limitations on the strengthening of the background, with the core R & D capabilities of the company will get more trial and error and product iteration opportunities.
2, upstream and downstream industry chain. The entire semiconductor industry chain and manufacturing, packaging and testing, and many other links, in order to create a more secure and reliable development environment for the industry, the relevant logic chip foundry, Huawei foundry, packaging and testing, equipment, materials and other manufacturers are expected to benefit from the depth.
So, from the Huawei industry chain, we screened out the 2019 revenue year-on-year growth rate of more than 20%, a large proportion of institutional holdings of stocks for investors to refer to:
1.002387Visinuo
2.300369 Green Alliance Technology
3.300212 YiHuaLu
4.600745 WenTai Technology
5.002855 JieRong Technology
5. p> 6.002388 Xinya Processing 7.002916 Shennan Electric Road 8.300679 Electrolink Technology 9.300566 10.000829 Tianyin Holdings 11.603160 Huitian Technology 12.002475 Lixin Precision 12.002475 Lixun Precision 13.002241 Gore 14.002456 Ophiuchi 15.300207 Xinda 16.300271 Hua Yu 17.002036 Lianchuang Electronics 18.300726 HTC 19.002373 Qianfang Technology 20. strong> 20.002463 Hudian Stocks 21.002273 Crystal Optoelectronics 22.603228 Jingwang Electronics (The individual stock view, for your reference only, do not take it as over into the hands of) The stock market disk changes are unpredictable, everyone in the actual operation of the time, according to the changes in the disk to improvise.)