📌 A-shares: The weekend is bringing more uncertainty
🍖 Chopper said:
This headline is quite interesting. It uses the word “uncertainty” to scare people even though the market isn’t open on the weekend—it feels like an emotion-collection tool. Put simply, the recent performance of the A-share market has been weak, and many sectors have been falling badly. For example, the SSE Composite Index (000001.SH) has been hovering at low levels, so when trading resumes on Monday, it will most likely still be driven by market sentiment.
I personally don’t really buy into this “weekend negative news” routine. Instead, I think that around current lows, some stocks have already fallen to a point where the valuation may be more attractive. For instance, in the semiconductor sector, Semiconductor Manufacturing International Corporation (SMIC) (688981.SH). Although its results have been dragged down by the industry cycle, the logic of domestic substitution remains, and policy-driven funds are also pushing into it. By contrast, UNISPLENDOUR Technology (688825.SH) just completed its subscription and is about to start trading; after listing, it will likely be influenced more by sector sentiment. But fundamentally, it’s more tilted toward a memory-price upcycle, so short-term volatility may be higher.
Risk warning: Don’t blindly bottom-fish just because of “uncertainty.” It’s common for weekend news to change tone overnight. When Monday opens, first check whether trading volume can pick up. Comparing SMIC and UNISPLENDOUR, the former has a larger float and relatively smaller volatility, so it’s more suitable for observation; the latter is newly listed, so its ups and downs will be more dramatic—newcomers should not rush to chase.
#000001 #688981 #688825 #A股