12-Hour Chart: 4-Hour Chart: It is rare to see an upward case of both a+A+b+B+c central points. 2-Hour Chart: In this situation, it seems that following my method to sell when breaking below the 5-day line on the 2/4 hour chart is not effective. The only solution is to hold firmly when observing a significant … Read more
Hanwei Technology is a leading high-quality enterprise in China. The following is an overview of its market position, financial performance, latest plans, and technical strength from four aspects: 1. Company Market Position Hanwei Technology is a top player in the Chinese gas sensor market, holding the number one market share domestically for several consecutive years … Read more
The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market Disclaimer: This article does not constitute any investment advice. Core Summary The Chinese edge artificial intelligence (Edge-AI) inference ASIC accelerator card industry is experiencing a golden development period driven by both policy and real demand. The “domestic … Read more
On September 16, Shanghai Securities released a research report stating that the SEMI report shows that the global semiconductor equipment shipment value reached $33.07 billion in Q2 2025, a year-on-year increase of 24%. The sales in mainland China amounted to $11.36 billion, a year-on-year decline of 2%, but a quarter-on-quarter increase of 11%, maintaining approximately … Read more
In a mature market, there will always be bearish institutions. The U.S. has Muddy Waters, and in the future, China must have its own Muddy Waters. Without disruption, mainstream capital will succeed in every scheme it sets up. Only when more people stand up to disrupt the speculative capital’s schemes can we force the capital … Read more
The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. 【1. In the afternoon, the index retreated, with the Shanghai Composite weekly analysis showing support at 3836 points. The ChiNext had a long shadow, and the rapid rise above 3100 points is certainly too fast (not in line with the requirements … Read more
Tomorrow the market opens. Ever since entering a bull market, I have increasingly disliked weekends, always looking forward to Monday arriving sooner.This weekend, there was some good news related to our holdings, and the chip war has begun again.Do you remember the last semiconductor chip war? It caused the semiconductor sector index to soar fivefold, … 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-Depth Analysis of the Competitive Landscape in the ADC Drug Industry: Moats, Growth Drivers, and Risk Perspectives Core Summary The Chinese antibody-drug conjugate (ADC) industry is transitioning from a rapid expansion phase to an “innovation integration” phase. This transformation is driven by three core factors: stricter regulations (enhanced NMPA standards and NRDL price negotiations), technological … Read more
Ten Excellent StrategiesCase Studies Start of the Main Text 1. Fundamental Analysis 1. Company Overview • Core Business: Research, production, and sales of functional coated composite materials, covering four major sectors: advertising inkjet printing materials, label printing materials, electronic-grade functional materials, and functional base film materials. • Main Products: • Advertising Materials: Water-based/weak solvent series … Read more