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CICC posits that the prevailing investment outlooks are not yet robust enough to impose widespread pressure on the thriving state of the global technology sector. Within diverse competitive landscapes, the ramifications of supply augmentation on Return on Equity (ROE) and sectoral prosperity diverge: Over the forthcoming two-year period, China's semiconductor equipment and power grid equipment sectors are poised to reap benefits from a conducive supply environment. Conversely, the global digital chip design sector is anticipated to confront substantial hurdles. The optical modules and PCB sectors in both China and the US are likely to experience phased advantages, whereas the US non-ferrous metals sector might encounter phase-specific challenges.
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