Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
author：Qiao Feng investment research
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection.
Since the beginning of this year, the trend of semiconductors has been twists and turns, and everyone has given high expectations, but the market has not been satisfactory, mainly because the downstream consumer demand for semiconductors is sluggish, resulting in the bottom of the semiconductor industry cycle being later than everyone expected.
But at this point, it's time to look at the semiconductor opportunity. Looking forward in the second half of 23 years, as smartphones enter the stocking season, artificial intelligence Internet of Things, automotive chips, and AIGC applications gradually land, the destocking of semiconductors and the bottom of the industrial cycle may gradually approach.
And stock prices tend to be one to two quarters ahead of the industry cycle. Everyone excavates these leading companies in the semiconductor sector in advance, studies well, and when the sector market comes, you will definitely have gains.
It is a virtue to like and follow after reading. Happy life, stock market Changhong!
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Stock speculation is to choose the leader, not the miscellaneous hair. The brand new semiconductor faucet in 2023, which took a few hours over the weekend, was finally sorted out and recommended for collection. Since the beginning of this year, semiconductor trends
Source|Times Business School Author|Chen Jiaxin Editor|Zheng Shaona Computing power is the foundation of artificial intelligence development, and the performance dividends brought by artificial intelligence are also the first to be reflected in the "computing power provider". ...
