On July 1, the semiconductor sector made adjustments and as a result, the Penghua Guozheng Semiconductor Chip ETF (512480) fell 2.11% in half a day and had a turnover of 625 million yuan. On the news side, Changxin Jinqiao expanded its production. Minsheng Securities believes that the storage leader's accelerated expansion will bring incremental demand for the entire industry chain of domestic storage advanced packaging, testing equipment, and testing materials. Galaxy Securities believes that the semiconductor industry sector has undergone continuous adjustments, and various signs indicate that the semiconductor industry cycle is on the rise. Regarding the semiconductor material, equipment, and testing sector, there is currently configuration value. Overall, with domestic substitution and the overlay of economic recovery, we can continue to pay attention to the investment opportunities of Penghua Guozheng Semiconductor Chip ETF (512480).
机构称多迹象表明半导体行业周期上行！存储龙头加速扩产带来全产业链的需求增量
Institutions say that multiple signs indicate an upswing in the semiconductor industry cycle! The accelerated expansion of storage industry leader production brings an increase in demand throughout the industry chain.
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