The market volume reached 35.3 billion, stopping the decline. However, due to the news of the Federal Reserve’s interest rate cut tonight, funds are choosing to wait and see, waiting for confirmation of the news tomorrow before entering the game! Several stocks on my phone remained unchanged. Yesterday, I sold Sino Medical, as the logic … Read more
There was no movement in the morning. As previously mentioned, Tianan New Materials saw increased volume at the bottom today. The robotics sector appears to be starting a major surge, with Tianan New Materials focusing on robotics sensors and restructuring. The sensors are in the dexterous hand segment. Let’s see if there will be an … Read more
In recent years, driven by several national policies, China’s sensor industry has achieved rapid growth. In 2023, the market size of the entire industry reached 364.47 billion yuan, and it is expected to rise to 554.72 billion yuan by 2026. However, in this promising sector, increasingly fierce market competition is accelerating industry consolidation, and some … Read more
Recently, I have been pondering a question: can stocks like Ailisi and Shenghong, which have multiplied several times, still be bought? When should they be bought? How should they be bought?Before answering these questions, we must first ask ourselves, what are the most profitable directions this year? If we avoid these stocks, can we still … Read more
Article No.464;Investment Practicalists, investing in 1% high-quality companiesUnderstanding the world from a computer screen is dangerous. Investment requires continuous in-depth research at the industrial end.From September 9 to 12, we conducted research on robotics, automotive parts, and energy storage companies in Ningbo. Special thanks to Mr. Ye from Ningbo for his hospitality and assistance. Ningbo … Read more
Tech giants like Google, Meta, and Amazon are aggressively advancing ASIC chips, which is not a technological revolution but an inevitable result of the restructuring of the global macro landscape. In my view, this is akin to the Three Kingdoms, where great powers vie for dominance while smaller nations suffer. ASIC chips have become a … Read more
Gathering the latest news and technological advancements in the global semiconductor industry! In the new trend of de-involution and capital empowerment to build an industrial ecosystem, Wuhan shines brightly in China’s chip industry due to its unique advantages. It is an important fulcrum in the national development strategy, leading strongly in the semiconductor and chip … Read more
This article reviews companies including major internet firms such as Tencent, Alibaba, JD.com, Baidu, Meituan, ByteDance, as well as active investors in the robotics sector like Xiaomi, Lenovo, BYD, CATL, Midea, Haier, and Foxconn. A detailed review is suggested for you to bookmark and follow.1. AlibabaThe investment entities include: Alibaba Group, Alibaba Cloud, Ant Group, … Read more
PLC (Programmable Logic Controller) is a digital operation system designed specifically for industrial environments, utilizing programmable memory to store instructions and control mechanical equipment or production processes through input/output.Essentially, a PLC is a digital operation electronic system designed for industrial environments, employing programmable memory to store instructions for executing logical operations, sequential control, timing, counting, … Read more
On September 8, the A-shares experienced overall fluctuations throughout the day, with the three major indices strengthening in the afternoon. The ChiNext index narrowed its decline, while the Shanghai Composite and Shenzhen Component indices surged at one point. By the close, the Shanghai Composite index rose by 0.38%, the Shenzhen Component index increased by 0.61%, … Read more