The attitude towards semiconductors has not changed. Last month, the market was relatively optimistic, especially regarding the Federal Reserve’s potential interest rate cuts in December, which the market has fully priced in. In other words, there is a bit of over-optimism. NVIDIA’s strong Q3 performance only ensures stability for now, and it is difficult to … Read more
Because these two sectors performed the best yesterday, standing out amidst the sharp decline, many have drawn this conclusion. The robotics sector, primarily composed of auto parts stocks, has been on a downward trend alongside the automotive industry, becoming one of the hardest-hit sectors along with semiconductors. Both semiconductors and robotics experienced a weak rebound … Read more
Yesterday’s article mentioned that there is no need to panic from multiple perspectives, highlighting two key points.The first point is whether the technology sector can stabilize above the 60-day moving average.At the end of yesterday’s trading, there was a clear inflow of funds into the technology sector, and after the panic this morning, the technology … Read more
With a calm heart, let’s delve into the content below.After familiarizing ourselves with our capital market, we can always identify some patterns, some of which may seem nonsensical, such as speculating on zodiac signs or investing in concept stocks.For instance, on the morning of October 29, the simultaneous reverse movements of Cambrian and Longi revealed … Read more
As anticipated on Friday, hardware stocks experienced a concentrated sell-off, and subsequent sectors began to dull in response to positive news, making it difficult to stimulate further unexpected messages. Core stocks saw a significant decline, and by the end of the year, a resistance-style adjustment is expected, with a downward trend prevailing, making it suitable … Read more
Is the Semiconductor Boom Over? Last week’s market was quite frustrating, with repeated reversals; the index experienced three reversals in one week, which is something I haven’t encountered in many years. Looking back at the Shanghai Composite Index chart from 2009 to now, this week marks the only instance of three reversals, making it a … Read more
Many people believe that the semiconductor industry is merely a growth sector; however, this is not the case. The semiconductor industry possesses both growth and cyclical attributes. Since 1978, the global semiconductor market size has been increasing year by year, with current global sales exceeding $600 billion. Even after more than forty years of development, … Read more
I am Tian Ge, and the style here can be summed up in one word: Stable I am Tian Ge, and the special service here can be summed up in two words: Professional 1, Tian Ge’s casual chat There is a typhoon in Guangzhou. Many people are waiting for this typhoon feeling: afraid it won’t … Read more
Comprehensive analysis of cryptocurrency screening results to help you easily grasp market dynamics. In the vast data of the cryptocurrency market, the screening tool provides us with the possibility of precise selection. This article will explain the screening results in a simple and understandable way, allowing you to easily grasp market dynamics. Screening Tool – … Read more
1. Recent Catalysts: The mass production of Optimus V3 is imminent, accelerating the humanoid robot industry.1. Optimus V3 Mass Production: Elon Musk confirmed that Optimus V3 has completed its final design, with mass production of one million units starting in 2026. Its 26 actuators and bionic arms, combined with AI thinking, redefine the standards for … Read more