2023-12-27 02:47:12
After MediaTek returned to the ranks of golden stocks, the stock price continued to rise, and the ETFs holding MediaTek were also booming. Among the top 10 ETFs with the highest shareholding proportions, CITIC Key Semiconductor (00891), First Gold Industrial 30 (00728) ), Nomura Taiwan New Technology 50 (00935), and Mega Taiwan Wafer Manufacturing (00913) all rose by more than 1%.
MediaTek has returned to its riches to attack higher, the concept ETF is booming, and the second level has increased by more than 40% this year. Picture/taken from Getty Images (Yuichiro Chino via Getty Images)
ETFs holding MediaTek with the highest proportion include CITIC Key Semiconductor (00891), First Gold Industrial 30 (00728), Shin Kong Taiwan Semiconductor 30 (00904), Nomura Taiwan New Technology 50 (00935), Qunyi Semiconductor Income (00927) , Mega Blue Chip 30 (00690), Fubon Taiwan Premium High Interest (00730), Cathay Taiwan 5G+ (00881), and Mega Taiwan Wafer Manufacturing (00913), the shareholding proportions are all around 10% to 20%.
MediaTek opened at 1,010 yuan today, with a maximum of 1,050 and a minimum of 1,010. As of regarding 10:12 a.m., the stock price was 1,040, up more than 4%, assisting the strong performance of concept stock ETFs, with 00891, 00728, 00935, and 00913 all rising more than 1%.
According to statistics on performance this year, both 00891 and 00728 have increased by more than 40%. Zhang Guihui, manager of CITIC Key Semiconductor, said that the increasing momentum of terminal demand for goods has made the semiconductor industry gradually clear. In addition, semiconductor sales can be expected to grow. According to the Semiconductor Industry Association (SIA) Data show that since the third quarter of 2022, the annual growth rate of global semiconductor sales has been negative for five consecutive quarters. It is expected that global semiconductor sales will turn to positive growth from the fourth quarter of this year to the first quarter of next year.
Looking forward to the market outlook, Zhang Guihui believes that whether it is the successful reduction of semiconductor inventory, the improvement in revenue prospects, and the continued fermentation of the AI theme, related applications are accelerating, driving demand for semiconductors, Zhang Guihui expects Taiwan’s semiconductor industry to benefit greatly, and it is an investment The best time to deploy semiconductor ETFs.
Fubon Taiwan High-Quality and High-Dividend (00730) manager Hong Peizhen said that the Fubon Taiwan High-Quality and High-Dividend (00730) tracking index combines high dividends and quality factors to screen companies with good operations and stable profits in Taiwanese stocks, currently accounting for 10% As for the above, MediaTek, the largest component stock that is regarding to go ex-dividend, in addition to taking the lead in shipments in the third quarter, the performance of the AI flagship chip Dimensity 9300 is good, and the sales momentum is expected to continue to perform well. In addition, one of the main constituent stocks, Yixiang, will also enter the traditional Spring Festival peak season, which is expected to inject momentum, and the prospects for related industries in 2024 are promising.
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