The Jiwei Index fell 4.27%; Nvidia's market value exceeded the sum of Intel/AMD/Micron

The three major A-share indices fell collectively today, with the Shanghai Composite Index falling by 2% to 3446.98 points; the Shenzhen Component Index fell by 2.33% to 14350.65 points; and the ChiNext Index fell by 2.34% to 3224.15 points, with five consecutive negative daily K-lines. The turnover of the two markets reached 1.31 trillion yuan, and the industry sectors showed a general decline, with the brewing and semiconductor sectors leading the decline. Only the civil aviation airport sector rose against the market, and the number of stocks falling in the two markets reached 3,800. Northbound funds bought a net 1.474 billion yuan against the market today.

The semiconductor sector performed poorly. Jiwei.com selected 118 semiconductor companies from the fields of electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, and distribution for statistics. Among the 118 semiconductor companies, the market value of 6 companies increased, among which Broadcom Integrated, Tongyou Technology, and Jingchen Technology ranked first in terms of growth; the market value of 112 companies decreased, among which Lihe Micro, HuaWei Electronics, and Rockchip ranked first in terms of decline.

As for the future market trend, Guosheng Securities analyzed that it is expected that the short-term trend will continue to be mainly oscillating and tug-of-war. Whether the capital outflow from semiconductors, lithium batteries, etc. in the later period can form a new outlet will be an important focus in the future. At the same time, the current A-shares are in a balance between styles and sectors, and the market focus is gradually shifting from growth to value. In terms of operation, traditional blue chips are taken into consideration and balanced allocation is the main focus. For example, it is expected that the military industry, which will be catalyzed by the mid-year performance, and 5G and communication equipment, whose fundamentals will usher in a turning point, will be affected.

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In the U.S. stock market, the Dow Jones Industrial Average rose slightly by 110.02 points, or 0.31%, to 35,625.4 points. The Nasdaq Composite Index fell slightly by 29.13 points, or 0.20%, to 14,793.763 points. The S&P 500 Index rose slightly by 11.71 points, or 0.26%, to 4,479.71 points.

Among the large Chinese stocks listed in the US, Alibaba fell 3.16%, Baidu fell 3.86%, NetEase fell 4.82%, Pinduoduo fell 2.56%, Weibo fell 3.59%, iQiyi fell 5.17%, TAL Education fell 5.29%, and New Oriental fell 4.57%.

Among the large U.S. technology stocks FAANG, Facebook rose 0.93%, Apple rose 1.35%, Amazon rose 0.15%, Google A rose 0.42%, and Netflix rose 0.39%.

In terms of European stock markets, the UK FTSE 100 index fell slightly by 0.90% to 7154 points. The French CAC40 index fell slightly by 0.83% to 6839 points. The German DAX index fell slightly by 0.32% to 15926 points.

In the Asia-Pacific region, as of today's close, the Nikkei fell 0.36% and the South Korean Composite fell 0.89%.

Stock News/A Shares

Ankai Bus - On August 17, Ankai Bus released its 2021 semi-annual report showing that its operating income in the first half of the year was 716 million yuan, a year-on-year decrease of 15.08%; its net loss was 65.18 million yuan; and its loss after deducting non-recurring gains and losses was 77.05 million yuan.

Tanaka Precision Machinery - Tanaka Precision Machinery announced a plan to issue stocks to specific objects. The number of stocks issued this time will be determined by dividing the total amount of funds raised by the issue price. At the same time, the number of stocks issued to specific objects this time will not exceed 25 million shares, and the total amount of funds raised will not exceed 350 million yuan. After deducting the issuance costs, 241 million yuan is planned to be used for the renovation and expansion project of the high-end intelligent equipment production base, and 49 million yuan is planned to be used for the new energy intelligent manufacturing equipment innovation center.

Sunny Optical - On the evening of August 16, Sunny Optical Technology announced on the Hong Kong Stock Exchange that its net profit in the first half of the year was 2.7 billion yuan, a year-on-year increase of 52.4%; revenue was 19.83 billion yuan, a year-on-year increase of 5.1%; and net profit margin was 13.6%.

Stock News/Other

Nvidia - As of the close of the U.S. stock market on the 16th local time, Nvidia's latest share price fell to $199.5, with a market value of $497.154 billion, exceeding the total of Intel, AMD, and Micron Technology. Analysts pointed out that Nvidia's various data are very similar to those of software companies, and software is the key to Nvidia's competitiveness.

LG - LG Display said on the 17th that it will invest 3.3 trillion won to expand the production capacity of small and medium-sized OLEDs, and plans to expand the production capacity of the 6th generation (1500x1850mm) OLED factory in Paju from 30,000 substrates per month to 60,000 substrates per month by 2024.

Intel - Intel today (17) announced a new high-performance graphics product brand - Intel Arc, which is designed specifically for the consumer end and covers three aspects: hardware, software and services.

Jiwei.com has launched the Jiwei Semiconductor Industry Index!

Jiwei Semiconductor Industry Index, referred to as Jiwei Index, is a stock index launched by Jiwei.com to reflect the overview and operating status of the semiconductor industry in the securities market, and to help investors track the development of the semiconductor industry and use investment tools.

Jiwei.com observed and counted the overall performance of China's "core" listed companies in the A-share market over the past period of time, and referred to the company's total assets and revenue scale. It selected 30 companies from the sample library of 118 Jiwei.com semiconductor companies as components of the Jiwei Index.

The sample library covers all aspects of the semiconductor field, including electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, and distribution.