Blackjack212

Many industry leaders have outlined the core issues for next year: China lacks chips, the US lacks electricity, and the global lacks storage. Let me share my views. Several sectors to watch for continued growth in the big A-share market next year:
Non-ferrous metals, solid-state batteries, commercial aerospace, robotics, autonomous driving, data center-related CPO liquid-cooled power supplies, PCBs, etc.
Among these, non-ferrous metals, solid-state batteries, and data center-related fields have actual performance support.
Robotics and commercial aerospace might be driven by sentiment speculati

After reviewing a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a real bubble burst. Compared to the last round of the internet bubble, the current AI Primary Market investments are similar to those in 1999, while the Secondary Market resembles 1998, and the actual market demand is akin to that of 1996-1997. Even the CEO of Alibaba stated in the earnings call that there will be no bubble crisis within the next three years.
So I still feel that Ameri

After looking at a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a true bubble burst phase. In comparison to the previous round of internet bubbles, the current AI Primary Market investment is akin to that of 1999, while the Secondary Market resembles that of 1998, and the actual market demand is similar to that of 1996-1997. The CEO of Alibaba also expressed in the earnings call that there will be no bubble crisis within three years.
So I still sub

The unemployment rate has decreased, and the employed population has exceeded expectations. There will be no hype around interest rate cuts in July. Tomorrow is the US Independence Day holiday, and coupled with the weekend, the volatility is expected to continue to decrease.
It has not yet broken through the high from June, and next week marks the expiration date for the 90-day equivalent tariff. During periods of low Fluctuation, it is particularly important to pay attention to the impact of news.