The electronic industry 2008 faces bigger uncertainty, anticipate to what semiconductor industry grows existence is down amendatory risk, from main area point of view we support cautious attitude to electronic industry. We suggest to hold appraise to be worth the level sex that falls with incident drive quite to invest an opportunity, from bottom to top chooses, for this our compose was built include to give birth to 8 stocks such as beneficial science and technology inside electron pannikin combination.

The determinism of electronic industry and uncertainty: The first determinism that is faced with for electronic industry of the representing with global semiconductor industry is the new level that enters moderate growth; The 2nd determinism is from seasonal angle, first quarter is an industry off-season. And the biggest uncertainty that 8 years it faces is to get American economy likelihood the influence of decelerate, make anticipate to what semiconductor industry grows existence is down amendatory risk.

In addition, from angle of field of A stock market, company dimensions small, business is multifarious the damage industry that the investment that brings about research yields to appreciate than very low, RMB a variety of going against electronic industry share price takes the factor of situation, in 7 years it may be said got centralized reflecting, still can decide surrive in 8 years;

Desalt industry boom, keep neuter grade. Semiconductor industry enters the metabolic pattern of gentle wave motion, appear one round hard old boom cycle will drive an industry to erupt type grows, the anticipation that adds us to think to be opposite 8 years still is put in risk of be issued to lower levels, from main area point of view we support cautious attitude to electronic industry, consciousness of proposal desalt boom, the neutral that manages pair of industries invests grade.

Hold appraise to be worth the level sex that falls with incident drive quite to invest an opportunity, from bottom to top chooses. Although large trade share already was experienced one round bigger adjust, the opposite appraise of electronic industry is worth an advantage to be weakened, but, change in duty, 3G, Olympic Games, do poineering work board wait for incident drive to fall, the electron of pannikin may have relatively active level.

Electron pannikin combination: Our from bottom to top, the person be benefited truly that transfers with the industry and product structure upgrade ability is jumping-off place, compose built an electron pannikin combination, include: Unripe beneficial science and technology, big a group of things with common features electric equipment of electron of science and technology of laser, long report, Hua Wei, spaceflight, Lai is Baogaoke, medium electron of annulus share, suitable sth resembling a net.

, fundamental conclusion

1, the determinism of electronic industry and uncertainty.

The first determinism that is faced with for electronic industry of the representing with global semiconductor industry is the new level that enters moderate growth; The 2nd determinism is from seasonal angle, first quarter is an industry off-season. And the biggest uncertainty that 8 years it faces is to get American economy (it is global economy even) likelihood the influence of decelerate, anticipate to what semiconductor industry grows existence is down amendatory risk.
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