Technology Stocks

Analysis of the Main Reasons for the Decline in Technology Sectors such as Storage Chips and CPO (Optical Modules)

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Observation Dimension Core Situation Main Reason Analysis 📊 Overall Market Performance All three major stock indices fell collectively, with the Shanghai Composite Index falling below 4000 points, and the ChiNext and STAR Market indices experiencing significant declines. Due to the sharp decline in US tech stocks and the reduction in expectations for Federal Reserve interest … Read more

Persisting in Self-Control and Steadfast Holdings! PCB Industry Overview

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Persisting in Self-Control and Steadfast Holdings! PCB Industry Overview

The Federal Reserve has lowered interest rates!Major indices have reached new highs!Today is Thursday, and being weak is strong!These past few days’ feelings,Overseas NVIDIA chain computing power is under pressure,We insist on domestic computing power being self-controlled,Optimistic about technologyand firmly hold good stocks,without unnecessary fuss.Good companies are well-known to everyone,such as domestic computing power: Cambricon, … Read more

A-Share Market Cools Down Today, Semiconductor Sector Remains Strong

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A-Share Market Cools Down Today, Semiconductor Sector Remains Strong

After a significant increase in volume yesterday, the market took a hit today. Everyone expected the upward trend to continue, but the market surprised us. This situation is quite normal; no one can accurately predict future trends, and the stock market is chaotic in the short term. Have you noticed a problem? In recent days, … Read more

Exploring the Value Gap: The Logic of Recovery for Storage Power and Storage Chips Amidst the AI Computing Boom

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Exploring the Value Gap: The Logic of Recovery for Storage Power and Storage Chips Amidst the AI Computing Boom

Let’s first talk about the market. In the past, the A-shares were dominated by the “Big Four Banks,” but now it has transformed into a stronghold of technology stocks, and they are clinging together even more tightly than the Big Four. I remember mentioning last year that “the US stock market has the Seven Sisters, … Read more

Investment Notes: Semiconductor Chips May Reach a Peak, Risk of Correction Next Week

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Investment Notes: Semiconductor Chips May Reach a Peak, Risk of Correction Next Week

Author: Yu Hanxin (Te Li Zhang) At this moment, I would like to recite a poem: “New highs upon new highs, how many new highs there are!” But are these new highs truly what everyone desires? Today, the number of gainers and losers shows that over 2000 listed companies chose to correct while the index … Read more

Rotation of AI and Robotics

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Rotation of AI and Robotics

NVIDIA’s Jensen Huang stated that the U.S. government has approved export licenses, and will begin selling H20 chips to the Chinese market, with many orders already placed. Some companies that have pre-ordered the H20 chips are currently waiting.This is Huang’s third visit to China this year, and NVIDIA’s market share in China has dropped from … Read more