Group 1 - The A-share market experienced fluctuations with major indices showing mixed results, while sectors such as beauty care, banking, and pharmaceuticals saw gains, whereas defense, machinery, and computing sectors faced declines [1] - The recent rise in the theme of self-sufficiency has led to a slight pullback in the Sci-Tech Semiconductor ETF (588170), which includes leading stocks like ChipSource Micro, Jing Sheng Co., and others [1] - Huajin Securities suggests that a significant reduction in tariffs may further strengthen technology as a short-term investment focus, with expectations of improved profitability for companies in the Apple, Nvidia, and Tesla supply chains [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange's Sci-Tech Board Semiconductor Materials and Equipment Index, encompassing hard-tech companies in the semiconductor equipment and materials sectors [2] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]
机构称大幅降低关税可能进一步强化科技是短期配置主线
Mei Ri Jing Ji Xin Wen·2025-05-13 05:50