7 semiconductor stocks' shareholders reduced their holdings and cashed out more than 6.7 billion, as multiple funds collectively took profits from the hot technology stock market, leading to a wave of reduction in holdings.
The A-share semiconductor sector has seen a wave of intensive reductions in holdings. Reporters have found that since June, a total of 7 sci-tech board semiconductor companies, including Biwin Storage, Semiconductor Manufacturing International Corporation, VeriSilicon, Shanghai Simgui, Fuman Precision, Anrui Technology, and Juhl Light Technology, have disclosed announcements of shareholders' reductions in holdings, with a total cash-out amount exceeding 6.74 billion yuan. At the same time, companies such as Shengmei Shanghai, Si-Way Microelectronics, and Tiande Y have also disclosed new reduction plans in June, with Shengmei Shanghai, at the time of a historical high in stock price, having 7 executives collectively propose reduction plans, becoming the most watched case in this round of reductions. The emergence of this round of semiconductor reductions is directly related to the recent hot market for technology stocks. Since May, sectors such as AI computing power, semiconductor equipment, and storage chips have taken turns rising, with many semiconductor stocks doubling or even multiplying in price, resulting in substantial unrealized gains on their stock holdings. From the perspective of the entities reducing holdings, there are industry capitals such as the National Integrated Circuit Industry Investment Fund, as well as venture capital institutions, company executives, and concerted actors, showing the characteristic of multiple capital collective realization.
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