Of course, the volatility in the technology sector is also relatively severe, and the risks cannot be ignored
Posted: Sun Feb 16, 2025 5:44 am
If what the two bigwigs said is realized soon, then robots will undoubtedly become the largest investment direction in the next AI application.
On the Hong Kong stock market side, the highlight is also the technology sector, specifically semiconductor stocks. The leading stock SMIC rose by more than 2%. The reason is that there is news that US President Biden may strengthen AI chip export controls before leaving office, especially a new round of restrictions on the export of artificial intelligence chips to China from companies such as Nvidia. The new regulations will set three levels of restrictions on chip transactions and may be released as early as Friday.
This seems to have become a routine, with new restrictions panama telegram data often appearing, and every time there is a crackdown, funds flow into the investment theme of domestic semiconductor substitution. In addition, the semiconductor industry has also undergone a wave of adjustments in the past half month, so the rise today is quite good.
Is the decline over?
When the Shanghai Composite Index approached the low of "3152 points", we saw obvious long funds entering the market.
Although the composition of this long fund is relatively complex, it can be roughly divided into two camps. One is the natural fund that believes it is time to buy at the bottom, and the other is the force that stabilizes the market, including the national team that everyone is familiar with.
On the Hong Kong stock market side, the highlight is also the technology sector, specifically semiconductor stocks. The leading stock SMIC rose by more than 2%. The reason is that there is news that US President Biden may strengthen AI chip export controls before leaving office, especially a new round of restrictions on the export of artificial intelligence chips to China from companies such as Nvidia. The new regulations will set three levels of restrictions on chip transactions and may be released as early as Friday.
This seems to have become a routine, with new restrictions panama telegram data often appearing, and every time there is a crackdown, funds flow into the investment theme of domestic semiconductor substitution. In addition, the semiconductor industry has also undergone a wave of adjustments in the past half month, so the rise today is quite good.
Is the decline over?
When the Shanghai Composite Index approached the low of "3152 points", we saw obvious long funds entering the market.
Although the composition of this long fund is relatively complex, it can be roughly divided into two camps. One is the natural fund that believes it is time to buy at the bottom, and the other is the force that stabilizes the market, including the national team that everyone is familiar with.