In the wave of display technology iteration, Yasheng Optoelectronics (002952) is emerging from the traditional LCD display field due to the explosive growth of its e-paper business. As a company that has been deeply involved in the display industry for over a decade, its layout and technological breakthroughs in the e-paper field have not only … Read more
Recently, there has been a “cold joke” in the tech circle: someone asked when Bichuang Technology’s financial report would turn profitable. The answer was, when retail investors learn to short the stock. This is, of course, a jest, but it reflects the complex emotions the market has towards this company. As a veteran in quantitative … Read more
Recently, while researching the Internet of Things (IoT) sector, I discovered an interesting company—Youfang Technology. In this era of interconnected devices, the IoT industry is experiencing explosive growth, and Youfang Technology seems to stand out in the market due to its unique business layout and technological advantages. However, as a seasoned quantitative investment expert, I … Read more
Recently, the market has been quite interesting. While AI concept stocks are soaring, I discovered an undervalued “invisible champion” in sensors – Hanwei Technology. Why did I choose it? Because my quantitative model has been capturing the triple signals of “technological breakthroughs + policy catalysts + performance inflection points,” and Hanwei just happens to hit … Read more
Previously, I wrote an article about extracting news from the news broadcast to analyze investment opportunities. During the May Day holiday, some students asked if there were other sources of the latest news. In fact, there are many information sources. Here, we take Dongfang Caifu as an example to demonstrate how to obtain the latest … Read more
Today, we continue to delve deeply into the semiconductor industry and related companies. To begin with: For those looking to invest in semiconductors at a low point, please be patient a little longer. I still believe we need to wait. Yesterday, my senior sister mentioned that while the space for decline is sufficient, the time … Read more
Based on the provided information, the investment analysis and recommendations for Rockchip are as follows: — Core Logic Overview Clarification of Rumors and Supply Chain StabilityThe market rumors regarding “Samsung’s wafer fab halting operations in China” have been officially denied, and Samsung’s fab operations are normal. As a chip design company relying on foundry services, … Read more