2023-08-16 09:20:15
VIX+11.07%, U.S. retail sales growth in July was better than expected, the market is worried that the Federal Reserve Board may prolong the period of maintaining high interest rates, and China’s unexpected emergency interest rate cut, the U.S. stock market rebound failed? Find the problem! After solving the problem, it will be easy to operate. NVIDIA has not fallen, and AI is the mainstream. If the market wants to rise, it can only rise AI. If the official stock needs to be protected, it can only buy AI. If legal persons want to buy, they will also buy AI.2421-TW) pulled the daily limit early, followed by Yingbang (3693-TW) Diligent (8210-TW(2382-TW) Wistron (3231-TW) Gigabyte (2376-TW), this wave of AI actually has a buying point to pull back, and it doesn’t keep spraying in the upward wave, but why so many people still haven’t made money, and even set up other stocks, the focus is on confidence, so read more articles And programs, in fact, there are only a few monograms around, all articles can be “Xu Zhaoxing Juheng Net” news, and dynamic video files can be watched continuously every day:
At the end of the day today, everyone must share AI, but the sharing during and before the market can really help investors, just like the heat dissipation price comparison chart we shared at line@ yesterday, today Jian Zhun (2421-TW) Take the lead in pulling the daily limit industry notebooks are clearly written LINE@
Looking at Taiwan stocks once more, the intraday low point broke the 8/14 low point, and a dramatic lower shadow line appeared in late trading.goldCrossover, and before that, the AI concept stocks we mentioned earlier have already attacked early, and now the news regarding AI is not to panic! TSMC’s CoWoS is accelerating its output. Previously, the U.S. dollar was in a downtrend and said that it might not get GPUs. However, TSMC’s CoWoS production capacity expansion progress may exceed expectations. The production capacity will increase to 28,000 to 30,000 pieces per month before the end of next year. After receiving the goods, the related parts and components are naturally exposed to rain and dew, Xin Yun (3583-TW) Wanrun (6187-TW) Koso (3131-TW) back file can pay attention to the buying point, AI’s Wistron (3231-TW) The whole market knows that we are going low-end, and the previous backtest support keeps reminding that the revenue in July is not good, but the future will be good, and it will continue to be optimistic, because the major shareholder Acer (2353-TW) Selling stocks has been[bad practice]and today the price limit will be locked in late trading, while Quanta (2382-TW) Earned 4.31 yuan in the first half of the year. Yesterday, it was suggested that the gross profit rate would grow.2376-TW) pull the tail, and look at Wiwynn in the future (6669-TW), we think there is a chance to fight for the throne of stock king.
thermal guidelines (2421-TW) Today’s daily limit is of great significance, and we are committed to (3483-TW), Guangyun (6125-TW) Double Hung (3324-TW) Qi Hong (3017-TW) is bound to say that AI also drives PCB, CCL, and IC substrates to high-end upgrades. From the material specifications, AI servers mainly use M7-level CCL, which has reached the level of 400G and 800G networks, while M6 is used in 100G.
Each upgrade of CCL means that the average selling price will increase by at least 20~30%, which will increase the profit of CCL manufacturers. Furthermore, the high-speed and low-loss properties of AI servers require NE-grade glass fibers, while general servers use The increase in demand for E-grade glass fiber and AI may lead to tight supply of NE-grade glass.
Taiguang (2383-TW) claims to have a market share of more than 60% in AI-related CCL.6274-TW) There are opportunities in some AI server ODM (original factory entrusted design OEM) and 800G switches. The current stock price is at the end of the triangle convergence and is regarding to make a statement.3044-TW) hit a record high, Toxin has been buying, Primus (8155-TW) is starting to pay attention once more.
And the Lite-On Technology (2301-TW) Golden Statue (2368-TW) Diligent (8210-TW) Camp Bang (3693-TW) Guangming (6188-TW) Acer (2353-TW) Mio (3706-TW) Tomohara (3035-TW) Innodisk (5289-TW) shocks can be noticed, among which LITE-ON (2301-TW) successfully filled the interest, Zhiyuan (3035-TW)v line inversion, Yingbang (3693-TW) Chuang Gao, congratulations to all readers!
◆Today is another volatile market. Foreign capital sold 16.3 billion, self-employed traders sold 2.1 billion, and investment trust bought another 6.1 billion. The half-year line was 16,283, and the quarterly line was 16,892. The continuous reduction of financing will be more powerful for the accumulation of chips, and the weighted day KD has fallen into a low level. 8/24NVIDA will announce its financial report. It is expected that the shock is a good time to deploy AI concept stocks!
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