Shenzhen Rongda Photosensitive & Technology Stock Forum

soyabean89 : Bull sensei,
Sorry highjack ur post on semichip. I cant find your post about commodities after i close app to search some info. Hope you dont mind
any view of lithium theme? I aware that ev are going into price war in china and usa... But shouldnt this also drive up demand for li ion battery?
Also per 1 of the analyst from susquehanna mentioned about semiconductor going recovery phase as its been 3 yr since the mad rush for digital device during covid lockdown, transition to remote working. He was bullish on semiconductor aspect as 3 yrs its about time for some business to change their device. Especially when window manage to integrate chatgpt to latest office
This would also drive up demand for li battery for laptops and mobile device..?
Also smart chips for automobile. I notice GFS has been very very resilience compared to intel

bullrider_21 OP soyabean89 : Most people have already bought PC and other devices early in the pandemic. Together with high inflation, geopolitical tensions, etc, the sector is in a down turn now. It is still positive in the long term.
For lithium price, you must take into account that it has already risen a lot. So there will also be a big correction. So buy lithium stocks only after the correction.

bullrider_21 OP : China wants to be self- reliant in chip production.