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Kaiyuan Securities Forecasts Semiconductor Cycle Upswing
1 week ago /
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Author：小编
According to Kaiyuan Securities, the upward momentum within the NVIDIA industrial chain, particularly in the communications sector, is anticipated to persist. Furthermore, the institution is keeping a close eye on sectors that have experienced modest gains during the current recovery rotation. With the NVIDIA industrial chain spearheading the gains, the semiconductor cycle is poised to enter a period of upturn. Notably, segments that were previously undervalued due to tariffs are gradually regaining ground.
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