Upon waking up, the circuit boards are in a battle.It is rumored that the company ranked second in market value within the PCB sector, which we will refer to as PCB副goat, criticized the company ranked first during a research meeting.副goatEssentially, it means that I am technically advanced, and the previous goat had sought my advice on technology. Moreover, I am versatile; besides circuit boards, I also work on optical modules, and my technology is on par with that of the optical module goat.
Whether I can punch SH and kick XC is another matter, but at least I have managed to simultaneously bring down the stock prices of both myself and my competitors.
After all, when people see a fight, their first reaction is still to follow the ancestral teachings: stay away from the fighting sector to avoid collateral damage.
Friends in other computing sectors shouted: please stop fighting.
The involved company quickly came out to refute the rumors, stating that the PCB market is large enough and there is no need to pull others down. They firmly believe that this industry will see trillion-dollar enterprises emerge, just like the automotive supply chain has its trillion-dollar giants.
Ning Wang: Don’t cue me, I expect to earn profits in the hundreds of billions next year, and I am close to becoming a two trillion Ning Wang.
During the last new energy bull market, new energy enthusiasts made countless bold claims about their performance and market value for 2025, but only Ning Wang delivered. I wonder how many are still holding on to new energy; most have likely shifted their talents to computing power and robotics.
On the other hand, AI represents a revolution even larger than the new energy wave, and mainstream supply chains are indeed in a growth phase before reaching hundreds of billions in performance. The optical module company expected to have the largest performance next year is only at a scale of over 20 billion.
Before completely subduing the old Deng, the young Dengs do not need to engage in infighting.
Look at the lessons learned from the robot fights, which caused some funds to steer clear of this sector, and made others hesitant to reduce their holdings after criticizing competitors, not wanting to associate with dirty money, thus missing out on this wave of robotics.
Do not hold biases against robots; after all, they are also AI, the best application of AI with a strong public foundation. If you think the old faces have poor chips and too much dirty money, you might want to look at these new faces with significant marginal changes, preferably those with fundamental business valuation support, which are stronger than pure options.
The large-cap stocks in computing power seem a bit fatigued; however, withdrawing from these positions gives a sense of bewilderment, stepping out of a comfort zone of certainty.
After all, there is still room for large-cap stocks. If you want to stay true, you can focus on the three AI musketeers: Science and Technology Innovation AI ETF Huaxia (589010) + AI ETF (515070) + Growth Enterprise Board AI ETF Huaxia (159381).
Science and Technology Innovation AI ETF Huaxia (589010) is heavily invested in domestic computing power.
AI ETF (515070), with a balanced allocation of optical modules, domestic computing power, and AI applications,Growth Enterprise Board AI ETF Huaxia (159381) is fully loaded with light.
Even if the young Dengs switch tracks, to achieve unexpected victories, they will only make significant cuts within their own lanes, innovating and creating, rather than encroaching on the old Dengs’ territory.
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