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Hot stocks with anticipated earnings growth see lukewarm stock prices as capital competition intensifies
1 week ago /
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Author：小编
The phrase 'standing in the light, remembered in the chip' vividly depicts the AI industry chain's market trends in 2026, with optical modules and chips becoming the market's focal points. Multiple semiconductor and memory companies have disclosed their first-half earnings forecasts, showing significant year-on-year growth in net profits. The memory chip industry is facing tight supply, with both product volumes and prices rising. For instance, GigaDevice expects its first-half net profit to grow nearly 11-fold year-on-year. Following the announcement of these anticipated earnings increases, the stock prices of related companies have shown significant fluctuations, with market capital increasingly focusing on high-growth tech stocks.
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