In addition More importantly, funds have continu their enthusiasm for investing in domestic semiconductors since the second half of last year.
Notice!
This does not mean that external suppression no longer b2b email list matters. We must face up to the gap and the negative impact of suppression and never relax at any time. As mention at the beginning, external pressure is one of the important factors that dominate the rise and fall of domestic semiconductor companies’ stock prices.
A better approach is to recognize the layout opportunities that arise from the interaction between these two forces.
And what exactly is this opportunity? When will it appear?
Lay a longterm foundation and make good use of the market trend
Although it may sound like I am repeating an old tune, I think it is still necessary to repeat a simple logic, that is, for an industry like domestic semiconductors that has both growth and certainty, there is no ne to worry about the longterm logic.
In terms of scale, the AI industry is a larger industry difference between d2c and b2b than PC Internet and mobile Internet; in terms of technical capabilities, AI can reshape all industries, ruce costs, improve quality, and increase efficiency; in terms of products, AI can not only upgrade a lot of existing hardware and software, but also give birth to a lot of new hardware and software.
AI computing power, or chips, has become the weapon of this era
As the US government continues to restrict the development of global computing power, independent control is the inevitable path.
It should be emphasiz that this longterm logic is the basis of domestic semiconductor investment.
With this foundation, the semiconductor sector has a “bottom”. This “bottom” is not narrow in meaning, such as how fast the stock price falls or how many times the valuation falls. This is a broad “bottom”, which means that even if this industry encounters pressure from all sides, its vitality is always there and it will continue to grow.
Or use some specific technical terms to explain so that everyone can understand more easily.
For example , a “box” has upper and lower limits. If it rises to the upper limit, it may pull back, and if it falls to the lower limit, it will rebound In addition.