300623捷捷微电
17.541.22+7.48%4587.40万8.05亿16.3216.3219.0416.26128.90亿117.56亿7.35亿6.70亿+9.15%+8.94%+7.54%+19.89%+2.39%-9.75%+10.52%0.54%6.84%46.1658.8617.03%半导体
688206概伦电子
14.300.56+4.08%553.33万7943.58万13.8213.7415.1613.5662.03亿25.32亿4.34亿1.77亿+3.85%+5.07%-1.79%-20.33%-38.31%-47.31%-34.40%0.49%3.13%亏损亏损11.65%软件开发
688126沪硅产业
13.400.51+3.96%2415.05万3.27亿12.9512.8914.0212.91368.12亿364.52亿27.47亿27.20亿+3.96%+0.37%+6.77%-13.21%-23.69%-33.50%-22.63%--0.89%亏损197.068.61%半导体
688549中巨芯-U
6.760.25+3.84%3681.92万2.52亿6.706.517.086.7099.86亿19.05亿14.77亿2.82亿+6.79%+8.86%+9.39%-7.78%-27.31%+30.50%-19.33%--13.07%450.67751.115.84%电子化学品Ⅱ
688268华特气体
50.731.49+3.03%219.16万1.11亿49.2049.2452.1848.8161.13亿60.99亿1.20亿1.20亿-1.15%-0.53%+8.12%-0.51%-31.78%-35.29%-24.71%0.79%1.82%34.7035.736.84%电子化学品Ⅱ
300398飞凯材料
12.140.34+2.88%4400.01万5.35亿11.8011.8012.6611.7364.18亿63.76亿5.29亿5.25亿+5.38%+5.02%+10.56%-10.27%-30.94%-28.17%-22.97%0.66%8.38%64.2357.007.88%电子化学品Ⅱ
688233神工股份
20.610.44+2.18%468.66万9787.74万20.1020.1721.6619.8735.10亿35.10亿1.70亿1.70亿+2.90%+5.75%+20.88%-6.28%-40.89%-38.72%-41.60%--2.75%亏损亏损8.88%半导体
688286敏芯股份
36.860.78+2.16%82.81万3061.24万35.7436.0837.9935.2620.60亿19.75亿5588.76万5359.26万+0.93%+3.02%+8.80%-18.02%-32.35%-22.37%-48.59%--1.55%亏损亏损7.57%半导体
300458全志科技
19.250.40+2.12%2139.11万4.17亿18.8018.8520.0618.67121.61亿97.49亿6.32亿5.06亿-0.05%-2.28%+0.57%+0.16%-18.64%-28.17%-14.60%0.78%4.22%106.94534.727.37%半导体
688508芯朋微
34.080.70+2.10%409.72万1.40亿33.2933.3834.9933.1944.75亿44.75亿1.31亿1.31亿+2.53%+1.49%+12.77%-11.69%-37.92%-52.27%-30.75%0.44%3.12%71.3075.235.39%半导体
688123聚辰股份
52.380.93+1.81%329.84万1.73亿51.2451.4553.6950.8083.13亿83.13亿1.59亿1.59亿-1.85%-4.50%+1.65%+4.45%-17.43%+4.47%-14.45%1.29%2.08%63.9682.885.62%半导体
603078江化微
12.540.16+1.29%1829.97万2.31亿12.3812.3812.9612.2348.36亿48.36亿3.86亿3.86亿+4.33%+5.20%+4.94%-5.36%-26.06%-28.66%-21.72%0.43%4.75%46.6245.935.90%电子化学品Ⅱ
300236上海新阳
32.050.35+1.10%952.07万3.09亿31.8031.7033.5731.50100.44亿89.23亿3.13亿2.78亿+2.92%+0.63%+2.40%-2.52%-12.91%-15.97%-9.00%0.62%3.42%70.2960.246.53%电子化学品Ⅱ
300655晶瑞电材
7.560.08+1.07%6265.96万4.80亿7.487.487.917.3880.10亿71.82亿10.60亿9.50亿+6.18%+6.03%+5.88%-5.50%-28.00%-36.85%-22.30%0.38%6.60%亏损540.007.09%电子化学品Ⅱ
300373扬杰科技
36.160.36+1.01%932.10万3.41亿35.9035.8037.2635.68196.35亿195.97亿5.43亿5.42亿+0.67%-1.93%+1.63%-8.57%-1.36%-10.89%+0.17%1.66%1.72%21.2821.264.41%半导体
688012中微公司
130.411.00+0.77%892.79万11.84亿129.41129.41136.37128.99808.64亿808.64亿6.20亿6.20亿-2.40%-0.65%-3.95%-5.81%-18.88%-19.81%-15.10%0.38%1.44%45.9545.285.70%半导体
300223北京君正
57.470.39+0.68%809.14万4.70亿57.3057.0859.1456.52276.76亿238.94亿4.82亿4.16亿-3.51%-7.20%-4.85%-12.83%-17.03%-31.33%-10.83%0.35%1.95%54.2751.504.59%半导体
605358立昂微
21.010.14+0.67%932.60万1.99亿20.9920.8721.7920.71141.05亿141.05亿6.71亿6.71亿-3.27%-3.71%+2.19%-12.46%-35.29%-46.48%-23.29%0.40%1.39%亏损214.395.18%半导体
600641万业企业
12.640.08+0.64%1905.22万2.47亿12.8712.5613.3212.62117.63亿117.63亿9.31亿9.31亿-3.44%-0.55%+6.67%-6.16%-24.54%-34.92%-26.77%1.08%2.05%156.0578.025.57%房地产开发
688432有研硅
9.600.06+0.63%369.03万3613.31万9.679.549.979.58119.77亿43.83亿12.48亿4.57亿-1.44%-0.72%+5.03%-5.79%-25.47%-39.16%-22.27%0.63%0.81%51.3447.064.09%半导体
688416恒烁股份
39.660.22+0.56%104.46万4197.73万39.0139.4441.4038.8832.77亿17.38亿8263.73万4382.39万-0.35%-7.77%+5.28%-4.18%-33.97%-31.00%-32.31%--2.38%亏损亏损6.39%半导体
600206有研新材
9.450.04+0.43%1158.40万1.10亿9.419.419.649.3680.00亿80.00亿8.47亿8.47亿-2.58%-1.77%-5.41%-13.30%-26.52%-28.92%-23.73%1.46%1.37%42.5735.262.98%半导体
688652京仪装备
42.360.15+0.36%371.91万1.61亿41.6342.2144.8241.6371.16亿17.08亿1.68亿4032.00万+8.42%+8.01%+0.02%-9.49%+32.58%+32.58%-29.69%--9.22%57.8759.757.56%半导体
000969安泰科技
8.640.03+0.35%1413.95万1.23亿8.578.618.808.5290.79亿88.62亿10.51亿10.26亿-5.16%-3.36%+0.47%+6.54%-9.62%-4.00%-3.89%1.39%1.38%36.1536.463.25%金属新材料
002371北方华创
304.980.98+0.32%713.50万21.99亿306.80304.00313.00303.521619.48亿1617.96亿5.31亿5.31亿+3.10%+4.70%-0.44%+13.71%+29.37%+2.86%+24.12%0.15%1.35%36.5241.533.12%半导体
603986兆易创新
81.690.21+0.26%2210.77万18.34亿81.3981.4885.1681.02544.80亿543.43亿6.67亿6.65亿-1.48%-5.69%+5.94%+10.11%-13.79%-22.53%-11.58%--3.32%252.13337.565.08%半导体
300346南大光电
26.560.03+0.11%5237.22万14.09亿26.2026.5327.9026.00144.33亿136.43亿5.43亿5.14亿+8.59%+9.96%+12.85%+6.43%-8.93%-23.78%-3.68%0.32%10.20%66.0768.287.16%电子化学品Ⅱ
600584长电科技
25.150.02+0.08%4099.26万10.47亿25.2825.1326.1825.07450.04亿450.04亿17.89亿17.89亿-2.90%-3.08%+3.46%+4.23%-21.33%-6.96%-15.77%0.80%2.29%30.0830.604.42%半导体
688019安集科技
162.060.05+0.03%151.77万2.49亿160.53162.01168.00159.40160.55亿160.55亿9907.04万9907.04万+0.04%+0.35%+16.42%+8.22%-5.51%-10.51%+1.44%0.20%1.53%37.2039.875.31%电子化学品Ⅱ
300567精测电子
60.85-0.02-0.03%474.44万2.94亿60.8760.8763.5660.13169.26亿125.80亿2.78亿2.07亿-0.56%+9.15%+1.69%-4.65%-24.25%-42.61%-30.39%0.33%2.30%138.30112.695.64%通用设备
soyabean89 : Bull sensei,
Sorry highjack ur post on semichip. I cant find your post about commodities after i close app to search some info. Hope you dont mind
any view of lithium theme? I aware that ev are going into price war in china and usa... But shouldnt this also drive up demand for li ion battery?
Also per 1 of the analyst from susquehanna mentioned about semiconductor going recovery phase as its been 3 yr since the mad rush for digital device during covid lockdown, transition to remote working. He was bullish on semiconductor aspect as 3 yrs its about time for some business to change their device. Especially when window manage to integrate chatgpt to latest office
This would also drive up demand for li battery for laptops and mobile device..?
Also smart chips for automobile. I notice GFS has been very very resilience compared to intel
bullrider_21楼主 soyabean89: Most people have already bought PC and other devices early in the pandemic. Together with high inflation, geopolitical tensions, etc, the sector is in a down turn now. It is still positive in the long term.
For lithium price, you must take into account that it has already risen a lot. So there will also be a big correction. So buy lithium stocks only after the correction.