Rate Of Return
Total Assets$SMIC(00981.HK)Looking for an opportunity to enter the market and hold for a while.
1. SMIC is currently the main chip producer in mainland China, which is positive.
2. The stock price has been driven up a bit high, currently adopting a wait-and-see attitude.
3. China and the US are currently in a period of easing tensions, with the US lifting many chip restrictions, which is negative.
4. The China-US rivalry is long-term; if decoupling happens in the future, we will still rely on companies like SMIC, which is positive.
5. Based on the above analysis, the stock price will be more volatile due to policy changes. After building a position, stay calm, look for opportunities to enter, and hold until you find the most suitable time to exit.
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