The theme remains that institutions are banding together. Sungrow Power Supply continues to be optimistic. The semiconductor sector has surged, and the STAR Market 50 index has also risen significantly. The stocks held within it, such as Jucheng Technology and Lead Intelligent, are not much different when buying on the 5-day moving average! Zhangjiang Hi-Tech … Read more
Recently, Alibaba released signals regarding its AI strategy at the 2025 Yunqi Conference: large models will be the next generation operating system + 380 billion yuan investment in AI infrastructure + expansion of data center computing power and the ecological layout of Tongyi Qianwen. This marks a historic shift for Alibaba from an e-commerce giant … Read more
In September 2025, Yushu Technology announced the commencement of its IPO process. This means that the entire sector, which has an annual shipment volume of only a few thousand humanoid robots, is expected to welcome its first publicly listed company on the A-share market. Is this early-stage technology industry being prematurely accelerated by capital? Wang … Read more
Core Investment Logic: The robotics business has become the second growth curve, with significant expectations divergence. Donghua Testing has clearly shifted its strategic focus to the robotics sector, personally led by the chairman. The current market value does not fully reflect the potential of the robotics business, and a value reassessment is expected once mass … Read more
1. Introduction First, let’s take a look at the past five semiconductor cycles since 2010. From a time perspective, the current fifth upward cycle has lasted 35 months, while the longest in the past 15 years was 36 months. Of course, AI is still booming, and I cannot say that the sector cannot continue to … Read more
△Advertisement Not related to the main text On September 19, the opening ceremony of Jinghui (Panzhihua) Automation Equipment Co., Ltd. was held in the Nanshan Circular Economy Development Zone, Renhe District, Panzhihua City, Sichuan Province. After the company is operational, it will form an upstream supply chain with PCB manufacturing enterprises in Renhe District, enhancing … Read more
Recently, the chip leader with a market value exceeding 40 billion yuan, AmLogic (688099.SH), announced its intention to acquire 100% equity of Chip Micro Semiconductor (Jiaxing) Co., Ltd. (referred to as “Chip Micro”) for 316 million yuan in cash. This seemingly ordinary acquisition has sparked heated discussions in the industry due to a shocking detail: … Read more
The major stocks include Zhongwei Company, Xinyuan Co., Ltd., Haiguang Information, Lanke Technology, SMIC, Northern Huachuang, Loongson Technology, and others primarily from the Science and Technology Innovation Board.The trend stocks include Demingli, Liyang Chip, Wavelength Optoelectronics, Fuzhijing Technology, Zhangjiang Hi-Tech, Qingshuo Kaimeteqi, HuaSoft Technology, and Chengbang Co., Ltd.The panic selling at the end of the … Read more
Click the mini program to view the original research report Core Insights Based on statistics from the performance of 32 global semiconductor manufacturing companies and 20 equipment companies, the total revenue of global equipment companies in 2Q25 increased by24% year-on-year to34 billion USD. Among them, the overseas market is dominated by AI-related investments, with a … Read more
In the morning, while browsing the news, I saw that Buffett has completely sold off all his BYD shares. After Munger’s passing, it seems Buffett is on track to liquidate all his stocks. The stock god is indeed a stock god, but he has also missed many opportunities. Regarding BYD, Munger once said that the … Read more