Expectations for interest rate cuts have gone through a few twists and turns, but the later, the more clear the expectations for interest rate cuts. As long as there is no black swan incident, sooner or later, the discount rate in the stock valuation model falls. Furthermore, the performance of this third-tier company has caught up with the ride of the AI era and is still growing. These three companies aren't fooling the market by blowing PPT art cakes; they are leading companies that are making hard goods.

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