I still remember a week, when we talked about semiconductors, we have given you a clearer idea, for the opportunities and views of this sector, Lekong's thinking point is still the same as before, boldly try, carefully verify it!
In terms of news, on the one hand, the Philadelphia semiconductor index in the United States hit a record high, providing a pioneering role for the industry;On the other hand, Gen AI is expected to continue to be one of the core threads of the development of the technology industry in 2024, which will correspondingly affect the total IT expenditure and structure of global enterprises, the demand of the semiconductor and hardware industries, and the operational efficiency of Internet companies. With the growth of demand for artificial intelligence and high-performance computing (HPC), coupled with the stabilization of demand for smartphones, personal computers, infrastructure, and the elastic growth of the automotive industry, the semiconductor industry is expected to usher in a new wave of growth.
In terms of technology, it's even simpler, no matter how much the index of this sector falls, it hasn't fallen below the platform since April 2022, so don't be surprised that there is a sudden ** intraday today, this ** is just a matter of time;Even if it doesn't appear today, it will exist later!Of course, if this platform is accidentally broken by the ruthless market one day, then the later thinking will have to be readjusted;In the short term, we still prefer to pick up.
To sum up, with the U.S. Department of Commerce's change of words on Chinese chips, the domestic semiconductor industry chain will gradually improve, not to mention that driven by the surge in the AI industry, the market demand for semiconductor chips will further increase;These reasons are enough to support our view of this sector today.