Can we start building positions in Dufu? Are you afraid?

Of course, I am afraid. Who likes losses?

Here's a brief introduction to Dufu. It is mainly engaged in the manufacturing of hard disk drives (HDD) and other precision metal components. The company has performed well in the global market for many years, but has recently faced some challenges, including the impact of policies bringing manufacturing back to the usa and the uncertainties in the global semiconductors industry.

This raises a question for me, is this stock suitable for long-term investment? The following are my own analysis points, feel free to discuss below if you disagree.

1. Industry Position Dufu holds a significant position in the field of hard disk drive component manufacturing, with customers including major HDD manufacturers worldwide. However, with the popularity of solid-state drives (SSD), the growth potential of the HDD market may be limited.
2. Market Challenges

Dufu holds a significant position in the field of hard disk drive component manufacturing, with customers including major HDD manufacturers worldwide. However, with the popularity of solid-state drives (SSD), the growth potential of the HDD market may be limited.
Trump's policies to drive manufacturing back to the USA and his comments on the semiconductor industry may have a certain impact on Dufu, especially its North American market. However, Dufu is addressing these challenges by diversifying its product portfolio and expanding into new markets, but can they withstand it?

3. Opportunities in Datacenter
The datacenter construction driven by the Anhua government is bullish news for Dufu. These projects will increase the demand for data storage equipment, thereby helping to drive Dufu's long-term growth. In addition, Dufu's strategic adjustments and operational optimization will also help enhance its market competitiveness. How much meat they can get depends on their abilities. Go for it!

Summary:
As a company with a stable customer base and diversified product portfolio, Dufu has certain long-term investment potential. However, I am considering the industry challenges and policy impacts it faces. I am closely monitoring the company's expansion into new markets and the progress of datacenter projects to evaluate its long-term growth prospects. Overall, for investors with a relatively high risk tolerance and bullish outlook on the data storage industry, Dufu remains a symbol worth considering for long-term investment.