The First Report Card of Semiconductors

1. Liquidity has surged again, with trading volume reaching nearly 5 trillion to almost 26 trillion. This is mainly due to popular holiday stocks, with semiconductors and AI attracting significant investment, along with nuclear fusion, gold, and lithium batteries all showing strong performance. However, sectors outside of these core areas are lacking excitement; those not … Read more

Index Surge Hides Adjustment Risks, Three Main Lines of Core Sectors Become Safe Havens for Capital

I believe the index will attempt to reach 4000 points, followed by an adjustment, and it may not even touch 4000 points. This resembles a “bull trap” pattern—appearing to break through, but ultimately failing to rise. Reviewing the situation: the chip sector plummeted, primarily due to a policy limiting financing; you can find the specifics … Read more