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7月30日晚间重要行业研究汇总(附股) _ 东方财富网


  
  投资策略:我们认为,以 5G 手机、汽车电动与智能化、PC、服务器、基站以及海量 AIoT 终端设备为代表的下游需求持续旺盛,全球半导体超级景气周期仍将持续;十四五规划中将集成电路列为未来五年的重要方向,国产替代需求旺盛,基金对半导体产业链将持续保持较高的关注度,我们看好半导体设备、材料、晶圆制造以及高景气领域 IC 设计/IDM 的投资机会,建议关注图像传感器龙头韦尔股份(603501.SH)、功率半导体龙头闻泰科技(600745.SH)等。随着 iPhone 新品进入备货期,我们看好消费电子需求回暖,预计基金对苹果手机产业链的配置热情将上升,建议关注声学及 VR 龙头企业歌尔股份(002241.SZ)等。基金对逐渐复苏的 LED 领域的配置热情有望持续提升,建议关注下游显示龙头利亚德(300296.SZ)、LED 芯片龙头三安光电(600703.SH)以及国内 LED 固晶 ....

Great Wall , China General , South Africa , Czech Republic , Huawei Pan , Konka Skyworth Changhong Hisense , Ningde Chu , Kant Kang , Gini Dragon , Dulwich Kam , Kam Yan , Technology Chu , Point Service , Research Center , Innovation Hundred Flowers Campaign , Elegance Group Sheng , Lithium China Friends , Elegance Group Sheng New , Sun Power Ningde , Dulwich Lutheran Chu , Sun Power Chu , Thailand Science , Safety Act , Genesis New , Step Switzerland Medical , Kin Science ,

A股头条:证监会核发中国电信IPO批文 8月1日起取消部分钢铁产品出口退税


  二、【市场策略】
  周四两市整体呈现震荡反弹走势。沪深两市指数高开高走,均阳线报收,创业板指数表现更为强劲,在科技成长股的全线反攻带动下强势反弹,以大涨5.32%报收。行业板块上看,截止收盘,光刻胶、刀片电池、储能、中芯概念、HIT电池、碳化硅、第三代半导体、稀土永磁等板块强势领涨;而保险、酿酒行业、白酒、银行、民航机场、旅游酒店、高速公路、在线旅游等板块跌幅居前。个股表现看整体呈现普涨行情,上涨家数超过3600家,下跌家数仅有600余家,赚钱效应明显。两市成交量达1.23万亿,深股通净流入超80亿。
  从两市1.23万亿的成交量和两市超200亿的主力资金净流入看,场内资金空翻多迹象明显。同时,深股通全天超80亿的净流入,也给市场传达出较为积极的做多信号。因此,预计在这种多头占优格局 ....

Hong Kong , Republic Of , Liu Ping , Jinhua Quanzhou Huizhou , Bank Market , Central Committee State Department , Network Alliance , Group Market , Union Ning Tesco Market , China Telecommunications Market , Holdings Market , Bb Division Market , Technology Market , Office Market , China Telecommunications , News Courier , Prospectus File , Yinchuan Xuzhou Jinhua Quanzhou Huizhou , Committee State Department , Peak Valley , Shakespeare Di Market , City Ultra , Pass All , Market Communication , Beijing Senior , Working Group ,