Consumer spending has declined, and the semiconductor sector has immediately surged.
This basically confirms what I mentioned in my short commentary last week (https://longportapp.com/zh-CN/topics/25164480), that funds are gradually moving out of dividend stocks, and the market will rotate between consumption and technology.
A significant reason for the tech surge is a piece of news from the weekend: the U.S. Congress has started to take action again, requiring semiconductor equipment manufacturers like Lam Research, Applied Materials, Tokyo Electron, and ASML to provide sales data related to Chinese customers.
Will a new round of confrontation begin? However, the momentum of Chinese semiconductor equipment must first rise!$SMIC(00981.HK) $ICBCCS Guozheng Semiconductor Chip ETF(159665.SZ) $Semiconductors(20245.HK)
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