Today, the Shanghai Composite Index rose by 1.04%. It looks good, but if you happen to be outside these two sectors, or even in other fields like film and pharmaceuticals, the feeling is quite subtle. The numbers in your account may not have increased much, but the headlines are telling you that market sentiment is … Read more
If steel is the skeleton of industry, then PEEK is the “high-end muscle” of the industrial sector. This sector has long been dominated by three giants: Victrex from the UK, Solvay from Belgium, and Evonik from Germany, who have maintained a monopoly and technological blockade. We could only look on in despair. In recent years, … Read more
The recent surge in PCB stocks, led by Shenghong Technology, has marked the completion of its tenfold journey.In fact, I have been closely following PCBs since last year, around June. As I mentioned before, my focus was primarily on fundamental analysis, and I was confident in the direction of high-level AI boards. I chose companies … Read more
The Rise of Chip Stocks Reflects National Fortune, While the Fall Tests Retail Investors’ Patience Opening Quote: Chinese chips did not grow by “telling stories,” but were built through a series of “cognitive dullness” that crossed the winter. 1. The rise of chips is not a temporary heat, but a long-term strategic release of inertia. … Read more
Written by｜Li Heran, Zhou Hanlin, Wei Pengcheng With the resonance of AI inference and training demands, along with the maturity of ASIC chips, the wave of AI network construction has been reignited. Major international chip leaders Marvell and Broadcom continue to increase their ASIC projects, suggesting that ASICs may drive the next wave of Capex … Read more
Deng Feng speaks quickly and logically, making it hard for the average person to keep up. Playing the recording of the interview at 0.8x speed allows for better understanding of many points. The tall Deng Feng was born in Beijing in 1963 and is now 56 years old. He is currently a venture capitalist and … Read more
In recent years, the semiconductor industry has garnered significant attention, with a strong wave of domestic substitution. Allwinner Technology (300458.SZ), as a leading SoC chip design company in China, has been dedicated to the research, production, and sales of intelligent application processors, with its products widely used in tablets, wireless communications, and other consumer electronics. … Read more
Since the village has been heavily criticizing the “Long Character Generation”, the stock market has fallen into a prolonged slump. The village is definitely looking out for you, blindly speculating on hot stocks will ultimately lead to losses, and then there will be complaints. Yes, it is definitely for your own good, to protect you, … Read more
Today marks thecountdown to the world being ruled by Skynet10495days Hello comrades, I am a time traveler from thirty years in the future, Dai Fei. Disclaimer: This article is a personal diary and does not constitute investment advice. As the saying goes in the “Youth Daily”: “When the camera focuses on the treetops, those ‘urban … Read more
——Unveiling the Technical Breakthroughs, Market Dividends, and Valuation Logic Behind the ‘Demon Stock’ 1. Stock Price Myth: 7 Times in a Year, from ‘Cold Stock’ to ‘Super Dark Horse’ As of April 25, 2025, Shuanglin Co. (300100.SZ) saw its stock price soar from less than 10 yuan a year ago to nearly 80 yuan, an … Read more