The Storage Chip Sector is Booming! Behind the Frenzy: Exploding Demand and Performance Realization, Key Issues You Need to Understand

The Storage Chip Sector is Booming! Behind the Frenzy: Exploding Demand and Performance Realization, Key Issues You Need to Understand

Click the blue text to follow us 1. Why Have Storage Chips Suddenly Become a Hot Commodity? Recently, many investors should have noticed when opening stock software: the K-line of the storage chip sector suddenly surged in November, with several stocks seeing weekly gains of over 20%. What has caused this previously “lukewarm” sector to … Read more

Chip Cycle: When Will New Energy Break the Circle?

Chip Cycle: When Will New Energy Break the Circle?

Chip Cycle: When Will New Energy Break the Circle? On the evening of September 26, I would like to discuss today’s market and the opportunities and risks for tomorrow. The impact of the Moore report incident has led to a weak technology sector, with declines in consumer electronics and lithography machines, while new energy has … Read more

Are AI and Robotics Overvalued? The Next Trillion-Dollar Opportunity Lies in Solid-State Batteries, with Opportunities and Risks Coexisting!

Are AI and Robotics Overvalued? The Next Trillion-Dollar Opportunity Lies in Solid-State Batteries, with Opportunities and Risks Coexisting!

Recently, while exploring the investment circle, one can certainly feel the enthusiastic atmosphere in the market — artificial intelligence, robotics, and innovative pharmaceuticals are among the hot sectors that have seen sustained interest, now reaching relatively high levels. Many investors are beginning to ponder: where is the next direction that could trigger a trillion-dollar industrial … Read more