Click the blue text to follow us Follow this public account and set it as a star to receive my articles in a timely manner. Feel free to “share” at the end of the article, click “view” and “like”; this is the greatest encouragement and recognition for me, giving me more motivation to continue writing. … Read more
Last Friday, I first pointed out the bottom of the sector; the significant drop in volume contains excellent opportunities! Then over the weekend, I provided valuations for blue-chip stocks: Is Nvidia’s chain entering the strike zone again!? On Tuesday, there was a significant rise, with leading stocks like Zhongji Xuchuang showing restraint, but I remain … Read more
Research • November 25, 2025 Solana’s SIMD-0411 Proposal: Another Attempt to Reduce SOL Inflation Overview On Friday evening, Mert Mumtaz, CEO of Helius Labs (a leading Solana infrastructure provider), submitted the Solana Improvement Document-0411 (SIMD-0411), proposing to increase the blockchain’s deflation rate from 15% per year to 30%. This is the second update to Solana’s … Read more
Nomura Securities’ research report on Luxshare Precision indicates that the company’s future growth will primarily revolve around edge AI devices and automotive business. The report maintains a “Buy” rating with a target price of 84.3 yuan, believing that with the improvement in Apple’s sales outlook and growth in AI business, the company’s valuation is expected … Read more
Is Vitamin C a Waste or a Remedy for Sepsis? Critical Care Medicine Abstract Vitamin C (ascorbic acid) has become one of the most controversial and educational topics in the history of modern critical care medicine regarding its role in the management of sepsis and septic shock. Starting from a shocking hypothesis proposed in a … Read more
Click the blue text above to follow us Introduction On November 24, 2025, the European Commission organized a simulation exercise in Brussels regarding semiconductor supply chain disruptions, aimed at enhancing Europe’s preparedness for crises under the “EU Chips Act”. 1. Overview of the Drill: A Simulation and Response to a “Chip Crisis” ARTIFICIAL INTELLIGENCE The … Read more
Background: Recently, BofA Securities invited Mr. Greg Ye, founding partner of Delta Capital, to conduct an in-depth discussion on the latest developments in the localization of China’s semiconductor industry. Mr. Ye has over 20 years of experience in private equity, executive management, and consulting, focusing on semiconductor investments. Core Highlights Strong adoption of domestic AI … Read more
In the context of the reshaping global technology competition landscape, the semiconductor industry has increasingly highlighted its strategic position as a “national key industry.” As the United States continues to escalate semiconductor export restrictions and the Netherlands expands its control over lithography tools, China’s semiconductor industry chain is facing unprecedented opportunities for domestic substitution. From … Read more
Do you all remember that at the Bosch Internet Conference in March 2024, Elon Musk said something like this: “The chip shortage is over, and transformers will become the next hot commodity, with China being the biggest beneficiary.” At that time, many people thought he was just speaking casually and didn’t take it seriously, but … Read more
This information is sourced from company announcements, related news, publicly available research reports, and social media networks. It does not constitute investment advice regarding the industries and stocks mentioned in the text. If there are any copyright infringements or violations of information disclosure, please contact us for removal. ❓ What do Google’s external sales of … Read more