San'an Optoelectronics opened slightly higher yesterday, maintaining a small concussive trend after opening, but after 10:00, the situation suddenly changed, the stock suddenly hit the limit in the diving session, and although there were sporadic funds at the bottom of the day, the stock finally closed by the limit.
It is worth noting that the sudden collapse of the stock price has also stunned a group of investors, and many investors are exploring the reasons for the sudden collapse of the stock. On the interactive platform, some individual investors asked: the company's stock price suddenly plummeted from a high level. Does the company have any major matters that should be disclosed? In addition, please introduce the progress and future planning of the company's two projects in Hubei and Hunan?
However, San'an Optoelectronics did not make a positive response, it replied: the company strictly complies with the relevant laws and regulations and relevant regulations to fulfill the obligation of information disclosure. Hubei Sanan and Hunan Sanan will gradually release production capacity this year.
From the Dragon and Tiger list data released after the market, it was mainly institutional funds that smashed San'an Optoelectronics. The data show that among the top five seats sold today, three institutions were on the list, with a total sale amount of 360 million yuan.
Internet celebrity fund "Noan" tread on thunder
The sharp fall in the share price of San'an Optoelectronics has also caused heavy losses to institutional investors, including the online celebrity fund Nuoan. Cai Songsong, a well-known fund manager, manages the Nuoan growth mixed fund with a large bet on San'an Optoelectronics.
As the fourth largest stock of the fund, the share price performance of San'an Optoelectronics also has a profound impact on the fund's net worth. As can be seen from the fund's net worth estimation chart today, during the fast diving of San'an Optoelectronics, the mixed net value of Nuoan's growth also fell back sharply at one time.
It is worth noting that Nuoan this heavy bet on an industry, the style of the fund has been criticized by the market, some market participants pointed out that this style fund will significantly outperform other sectors and markets when the market tuyere is coming, but once the tuyere is not there, the disadvantage that the ship is difficult to turn around will also appear, and a high degree of homogenization of positions is also not conducive to the stability of the fund.
Why the semiconductor plate has become an "abandoned child"
As last year's star plate, the semiconductor sector is experiencing a dark moment from brilliance to loneliness, reflected in individual stocks, including Huiding Technology, Jingfang Technology, Sheng Bang shares and so on. This is obviously a great psychological test for shareholders who are still sticking to it.
Market analysts pointed out that the semiconductor sector is currently lack of long catalyst, coupled with the high valuation, the reduction of large funds and other factors, the plate has been difficult to re-attract the attention of funds in the short term.
However, there are still institutions that are bullish on semiconductors for a long time. Guohai Securities believes that the necessity and urgency of independent control of the semiconductor industry chain is highlighted. In the short term, the follow-up performance of the semiconductor sector will continue to show a trend of differentiation, and industrial trends, competition patterns and technical barriers are the core influencing factors. In the long run, the semiconductor industry will still be the main line of technology investment in the next 3-5 years.
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