Strengthening the Logic of Domestic Chip Substitution!
At today’s Huawei Connect Conference, the company directly released the future three-year plan for Ascend: In 2026-2028, products such as 950PR, 950DT, 960, and 970 will be launched.
What does this mean?
Huawei has compressed the replacement cycle of Ascend chips from the original 2-3 years to one generation per year.This aligns with the iteration pace of international giants like NVIDIA and AMD in the AI chip sector.
This year, the process of domestic substitution has significantly accelerated, especially in the chip sector, with continuous unexpected breakthroughs.
Everyone knows how large the space for domestic chip substitution is; the uncertainty lies in the feasibility of the substitution. Therefore, as soon as the market senses the possibility, a flood of capital will naturally follow.
This is one of the key aspects to track when investing based on industrial logic.
We will not continue to emphasize the space and opportunities in chips; the future remains vast.
… …
Today, the market’s main focus is entangled between robotics and chips, both directions have strong logic and a solid market foundation. It is currently unclear which will be stronger in the short term; we will observe as we go.
The Federal Reserve has lowered interest rates by 25 basis points, which was expected by the market and will have little short-term impact.
The day before the rate cut, I felt the market was overreacting to this event. This is partly due to exaggerated expressions from some self-media, overly relying on a single event’s impact on the market, which can easily become an emotional amplifier. However, it must be said that the control of emotions and rhythm during this wave has been quite effective.
The index continues to reach new highs! Although individual stocks are more down than up, the trend and sentiment overall are OK.
So let’s continue to be bullish and look for opportunities to hold on to.
That’s all for now, time to eat!~
Disclaimer:
1. The author has never publicly disclosed personal contact information such as WeChat or phone numbers. If anyone contacts you claiming to be the author, it is a fraud. Please be cautious to avoid being deceived.
2. The content in this article reflects the author’s personal views. The strategies and opportunities mentioned are for reference only. Any actions taken based on this content are at your own risk. The stock market has risks; investment requires caution.