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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
📌 Several performance-boosting stocks, big rally!
🍖 Qiao Ba says:
This kind of news is actually the most straightforward—after all, as small retail investors trading stocks, what we care most about is whether the company is really making money. For example, with recent half-year earnings previews, stocks like $NA (002371)—a leading semiconductor equipment maker—show a pretty direct reaction in the share price when performance is expected to increase. The current price is around the 300 mark, fluctuating; the daily percentage movement follows the earnings announcement, and a stock can jump by 5%+ in a day.
The “bullish” case is simple: earnings are the bottom line. Especially now that market style is shifting, capital is paying more attention to fundamentals. But risks still need to be watched: some companies’ expected growth may rely on one-off gains or a low base, so you need to check whether non-recurring profit (adjusted net profit) is genuinely increasing.
Compared with $AME Corp (688012), which also operates in the equipment space—they’re often discussed side by side. NA has a more complete product line, while AME is strong in etching. If NA’s earnings growth rate is more stable, it could be relatively more worth watching, but don’t chase the price—wait for a pullback and then take a look.
#002371 #688012 #A-share
🍖 Qiao Ba says:
This kind of news is actually the most straightforward—after all, as small retail investors trading stocks, what we care most about is whether the company is really making money. For example, with recent half-year earnings previews, stocks like $NA (002371)—a leading semiconductor equipment maker—show a pretty direct reaction in the share price when performance is expected to increase. The current price is around the 300 mark, fluctuating; the daily percentage movement follows the earnings announcement, and a stock can jump by 5%+ in a day.
The “bullish” case is simple: earnings are the bottom line. Especially now that market style is shifting, capital is paying more attention to fundamentals. But risks still need to be watched: some companies’ expected growth may rely on one-off gains or a low base, so you need to check whether non-recurring profit (adjusted net profit) is genuinely increasing.
Compared with $AME Corp (688012), which also operates in the equipment space—they’re often discussed side by side. NA has a more complete product line, while AME is strong in etching. If NA’s earnings growth rate is more stable, it could be relatively more worth watching, but don’t chase the price—wait for a pullback and then take a look.
#002371 #688012 #A-share
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