Search
According to a research report from Huatai Securities, the technology sector is poised to continue as a primary investment theme, propelled by the global resonance of the AI industry cycle, surging demand for computing power, and the swift localization of alternative technologies. However, the current market is showing notable signs of overcrowding, with heightened discussions around Tokenmaxxing. Looking ahead, B-side entities are anticipated to place increased importance on performance metrics such as ROI and actual delivery volumes. Investors are thus advised to stay vigilant about industry trends, manage their portfolio sizes judiciously, avoid impulsive high-price pursuits, and focus on niche segments (sub-sectors) like domestic large-scale models, optical modules, storage CCL, MLCC, MPO, and others.
-
C114 Communication Network -
Communication Home
