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<\/span><\/figcaption><\/figure>SHANGHAI: Chinese chipmakers' shares jumped by the most in two years this week as House of Representatives Speaker Nancy Pelosi's visit to Taiwan heightened tensions with the U.S., driving patriotic bets on a sector Beijing sees as key to its rivalry with Washington.

The surge in interest in chipmaking stocks<\/a>, which had lost more than a third of their value over the past year on valuation concerns, came after the U.S. Senate last week passed the \"Chips and Science\" Act to better compete with China.

China's semiconductor index rose 6.8% on Friday to a four-month high, bringing the week's gains to 14.2%, the best weekly performance since mid-2020.

Although the U.S. Chip Act would further restrict the use of advanced U.S. technologies in China, while prodding more semiconductor investment<\/a> in the U.S, some investors interpret it as good news for local Chinese players.

\"Domestic chipmakers will have huge opportunities to replace imported products,\" said Niu Chunbao, director of investment at private fund house Wanji Asset, adding local players could see explosive growth.

This view was echoed by Guorong Securities, which said in a note that the U.S. Chip Act will \"stimulate the development of China's semiconductor industry<\/a>\".

Shares in Shenzhen China Micro Semicon Co Ltd<\/a> soared 82% on their first day of trading in Shanghai, in contrast with weaker recent stock market debuts.

Chinese chipmaking<\/a> giant Semiconductor Manufacturing International Corp<\/a> (SMIC<\/a>) jumped 7.1% in Hong Kong and 4.4% in Shanghai. The SSE STAR Chip Index surged 8.3%.

But Chinese chipmakers are expensive compared with their global peers, at a time when the prospect of a global economic recession threatens chip demand.

The global industry, which suffered from supply-chain snags during the height of the COVID-19 pandemic, now faces weak demand as inflation and recession fears reduce orders for chips used in everything from cars to mobile phones.

China's sector trades at around 57 times earnings, and remains the priciest sector in China's stock market.

<\/body>","next_sibling":[{"msid":93374564,"title":"Clubhouse testing new 'Houses' feature for curated interactions","entity_type":"ARTICLE","link":"\/news\/clubhouse-testing-new-houses-feature-for-curated-interactions\/93374564","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":93374661,"entity_type":"ARTICLE","title":"Tensions with U.S. spur Chinese buying of chipmaking stocks","synopsis":"The surge in interest in chipmaking stocks, which had lost more than a third of their value over the past year on valuation concerns, came after the U.S. Senate last week passed the \"Chips and Science\" Act to better compete with China.","titleseo":"telecomnews\/tensions-with-u-s-spur-chinese-buying-of-chipmaking-stocks","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2022-08-05 18:39:24","lastupd":"2022-08-05 18:46:00","breadcrumbTags":["chipmaking","chipmaking stocks","semiconductor manufacturing international corp","smic","Shenzhen China Micro Semicon Co Ltd","semiconductor industry","us chip act","devices","semiconductor investment"],"secinfo":{"seolocation":"telecomnews\/tensions-with-u-s-spur-chinese-buying-of-chipmaking-stocks"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-08-05" data-index="article_1">

与美国关系紧张刺激中国购买股票的电脑芯片

兴趣激增的芯片的股票,损失了超过三分之一的价值在过去一年的估值问题,此前美国参议院上周通过了“芯片和科学”法案,以更好地与中国竞争。

  • 更新于2022年8月5日06:46点坚持
上海:中国芯片制造商的股票上涨了两年来最本周众议院议长南希·佩洛西(Nancy Pelosi)访问台湾与美国的紧张关系加剧,推动爱国押注北京部门认为其与美国竞争的关键。

的兴趣激增芯片的股票失去了超过三分之一的价值在过去一年的估值问题,此前美国参议院上周通过了“芯片和科学”法案,以更好地与中国竞争。

周五中国半导体指数上涨6.8%,四个月高点,将本周的涨幅为14.2%,2020年代中期以来表现最好的一周。

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尽管美国芯片行动将进一步在中国限制使用先进的美国技术,同时敦促更多半导体投资在U。年代,一些投资者解释它为中国本土球员的好消息。乐动扑克

“国内芯片制造商将有巨大的机会来取代进口产品,“妞妞Chunbao说,私人基金公司投资总监Wanji资产,增加当地的玩家可以看到爆炸性增长。

这一观点得到国荣证券在一份报告中称,美国芯片法案将“促进中国的发展半导体行业”。

的股票深圳中国微半导体有限公司在上海交易首日上涨82%,相比之下较弱的最近的股票市场上市。

中国芯片巨大的中芯国际集团(中芯国际)在上海香港跃升了7.1%和4.4%。上交所明星芯片指数大涨8.3%。

但中国芯片制造商是昂贵的与国际同行相比,在全球经济衰退的前景威胁芯片的需求。

全球产业遭受供应链障碍COVID-19的高度大流行期间,现在面临需求疲软,通货膨胀和经济衰退的恐惧减少订单芯片用于从汽车到手机。

中国行业市盈率约57倍收益,和仍然是最贵的部门在中国股票市场。

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  • 发布于2022年8月5日下午06:39坚持
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  • 与美国关系紧张刺激中国购买股票的电脑芯片
\"\"
<\/span><\/figcaption><\/figure>SHANGHAI: Chinese chipmakers' shares jumped by the most in two years this week as House of Representatives Speaker Nancy Pelosi's visit to Taiwan heightened tensions with the U.S., driving patriotic bets on a sector Beijing sees as key to its rivalry with Washington.

The surge in interest in chipmaking stocks<\/a>, which had lost more than a third of their value over the past year on valuation concerns, came after the U.S. Senate last week passed the \"Chips and Science\" Act to better compete with China.

China's semiconductor index rose 6.8% on Friday to a four-month high, bringing the week's gains to 14.2%, the best weekly performance since mid-2020.

Although the U.S. Chip Act would further restrict the use of advanced U.S. technologies in China, while prodding more semiconductor investment<\/a> in the U.S, some investors interpret it as good news for local Chinese players.

\"Domestic chipmakers will have huge opportunities to replace imported products,\" said Niu Chunbao, director of investment at private fund house Wanji Asset, adding local players could see explosive growth.

This view was echoed by Guorong Securities, which said in a note that the U.S. Chip Act will \"stimulate the development of China's semiconductor industry<\/a>\".

Shares in Shenzhen China Micro Semicon Co Ltd<\/a> soared 82% on their first day of trading in Shanghai, in contrast with weaker recent stock market debuts.

Chinese chipmaking<\/a> giant Semiconductor Manufacturing International Corp<\/a> (SMIC<\/a>) jumped 7.1% in Hong Kong and 4.4% in Shanghai. The SSE STAR Chip Index surged 8.3%.

But Chinese chipmakers are expensive compared with their global peers, at a time when the prospect of a global economic recession threatens chip demand.

The global industry, which suffered from supply-chain snags during the height of the COVID-19 pandemic, now faces weak demand as inflation and recession fears reduce orders for chips used in everything from cars to mobile phones.

China's sector trades at around 57 times earnings, and remains the priciest sector in China's stock market.

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