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📌 STAR Market, “V-shaped reversal”! Many stocks with soaring earnings surged
🍖 Qiao Ba said:
This is the closest to us—talking about how the STAR Market (000688.SH) has shown a V-shaped reversal. Inside it, many companies’ stock prices rose on the back of a big earnings jump. I looked through it—stocks like AMEC Microsystems (688012), semiconductor equipment names, have recently had solid earnings outlooks, and their share price has been hovering around the 150–160 yuan range. Compared with the low point a few months ago, it has rebounded by nearly 30%.
The reasons for being optimistic are that the earnings are truly strong, and on top of that, the policy for domestic chip substitution has been ongoing for a long time—so capital is also willing to chase. But if overall market trading activity doesn’t pick up, this kind of rebound may turn into only a temporary peak. Looking at peers in the same sector, e.g., Montage Technology (688008). It focuses on memory interface chips, and its earnings growth is also fierce, but its valuation is already close to 80x—higher than AMEC Microsystems. If you chase after a run-up, be careful.
Risk warning: The STAR Market is highly volatile. A day’s gain or loss of 5% is normal. Don’t rush in just because you see a V-shaped reversal—waiting for a pullback and testing with a small position is safer.
#000688 #688012 #688008 #A股
🍖 Qiao Ba said:
This is the closest to us—talking about how the STAR Market (000688.SH) has shown a V-shaped reversal. Inside it, many companies’ stock prices rose on the back of a big earnings jump. I looked through it—stocks like AMEC Microsystems (688012), semiconductor equipment names, have recently had solid earnings outlooks, and their share price has been hovering around the 150–160 yuan range. Compared with the low point a few months ago, it has rebounded by nearly 30%.
The reasons for being optimistic are that the earnings are truly strong, and on top of that, the policy for domestic chip substitution has been ongoing for a long time—so capital is also willing to chase. But if overall market trading activity doesn’t pick up, this kind of rebound may turn into only a temporary peak. Looking at peers in the same sector, e.g., Montage Technology (688008). It focuses on memory interface chips, and its earnings growth is also fierce, but its valuation is already close to 80x—higher than AMEC Microsystems. If you chase after a run-up, be careful.
Risk warning: The STAR Market is highly volatile. A day’s gain or loss of 5% is normal. Don’t rush in just because you see a V-shaped reversal—waiting for a pullback and testing with a small position is safer.
#000688 #688012 #688008 #A股
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