Strengthening the Logic of Domestic Chip Substitution! At today’s Huawei Connect Conference, the company directly released the future three-year plan for Ascend: In 2026-2028, products such as 950PR, 950DT, 960, and 970 will be launched. What does this mean? Huawei has compressed the replacement cycle of Ascend chips from the original 2-3 years to one … Read more
The ChiNext Index surged by 1.95%, reaching a new high for the period, with the total trading volume in the two markets exceeding 2.4 trillion yuan, indicating a significant adjustment in the allocation of major funds.At 2 AM Beijing time on September 18, the Federal Reserve will announce its interest rate decision, with the market … Read more
This sector allows both speculative funds and institutions to dance together, and there is speculation every year. AI requires chips, new energy requires chips, cars require chips, robots require chips… everywhere you know needs chips. However, the style and logic of each speculation may vary greatly. Recently, everyone knows that technology is powerful, especially chips … Read more
In the morning, I felt a bit uneasy about the market.However, the strategies I developed for various stocks seem to be working well.Today, the market experienced a significant drop, but I managed to profit from Sique.————————————-I was originally pessimistic about tomorrow’s market.However, there was news tonight about the Federal Reserve planning multiple interest rate cuts … Read more
Introduction: The Myth of Sisyphus and the Spirit of Chip Development In the profound world of ancient Greek mythology, Sisyphus’s fate was written by the gods as an endless labor. He was cursed to push a boulder up a mountain, and every time the boulder was about to reach the top, gravity would mercilessly pull … Read more
This weekend has brought a flurry of positive news, and I believe everyone is looking forward to next week, not just for next week, but indeed for September as well. The positives come from several aspects: on one hand, there are favorable policies, such as the statement from the China Securities Regulatory Commission (CSRC) to … Read more
Daily Reminder: In the investment field, the first lesson is always about risk. Whether it is investors who have personally faced losses or bystanders who have witnessed others’ losses, they will eventually understand that true wealth management is about pursuing returns under the premise of safety. The path of investment should not be about empty … Read more
Today, the market played a game of “deep V temptation”; it opened sluggishly but surged over1% in the afternoon! However, don’t just look at the index with joy; the underlying competition was quite exciting. Let’s discuss it in several parts: 1. A-shares: The semiconductor king returns, while liquor quietly fills the gap! Market performance: The … Read more
This article summarizes the daily market news and the author’s own trading records. The author also incurs losses; the stock market carries risks, please do not follow blindly! 01Summary in One Sentence Science and Technology Innovation Growth Tier; pay attention to mid-term reports; large orders for robots; Trump’s tax increase 02News Summary (1) In order … Read more
Recently, the A-share robot sector has seen a surge in popularity, with Quan Zhu and Xin Zuo both breaking through with three consecutive gains, becoming the market focus. Both stocks have completed a bottom reversal based on the head and shoulders pattern, combined with the resonance of the robot concept, triggering a rush of funds. … Read more