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Today, 1000 yuan Southern Semiconductor Index (020840) was fixed, and it just opened its position last week. At present, it makes a slight profit. After a strong rise in the previous period, semiconductors have been fluctuating recently, but they have not fallen, which is a suitable stage for collecting chips. Consumer electronics will receive greater subsidies next year, and the market for semiconductors will not be bad, because the most important thing is chips, whether it is mobile phones, sweepers or smart home appliances. Moreover, there will be more favorable policies for new quality productivity until our semiconductors can be completely self-controlled. Everybody keep up.Afternoon comment: Steady 3400! Big consumption opportunity is coming?Today, the big consumer sectors, including food and beverage, commercial department stores, automobiles and consumer electronics, can be classified into the policy of promoting consumption and subsidizing consumption next year. For example, I bought a sweeping robot and a mobile phone in Shenzhen, all of which have 15% government subsidies. I heard that Jiangsu is also very hot recently.

Today, 1000 yuan Southern Semiconductor Index (020840) was fixed, and it just opened its position last week. At present, it makes a slight profit. After a strong rise in the previous period, semiconductors have been fluctuating recently, but they have not fallen, which is a suitable stage for collecting chips. Consumer electronics will receive greater subsidies next year, and the market for semiconductors will not be bad, because the most important thing is chips, whether it is mobile phones, sweepers or smart home appliances. Moreover, there will be more favorable policies for new quality productivity until our semiconductors can be completely self-controlled. Everybody keep up.Today, the big consumer sectors, including food and beverage, commercial department stores, automobiles and consumer electronics, can be classified into the policy of promoting consumption and subsidizing consumption next year. For example, I bought a sweeping robot and a mobile phone in Shenzhen, all of which have 15% government subsidies. I heard that Jiangsu is also very hot recently.

Today is still a familiar script, high opening and low walking, the market barely holds the red color, stabilizes at 3400 points, and returns to the rhythm of shock. A-share investors and basic people are smart now, and they won't play the same script twice. They love to roll all their lives! Institutions and foreign investors need to see real improvement data before they can make moves, so they still play their own games.Afternoon comment: Steady 3400! Big consumption opportunity is coming?