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DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.
First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.
Fudan Microelectronics (688385.SH): The sales of MCU products used in Asia Vets for the company in 2024 are doing well.
Gelonghui on February 17 reported that Fudan Microelectronics (688385.SH) recently stated during an institutional investor survey that in 2024, benefiting from the recovery of power grid bidding, the sales of MCU products used in smart meters performed well, significantly boosting the performance of the MCU product line. At the same time, this division actively promotes expansion in the white goods and automotive sectors, investing resources in vehicle-level certification, with notable results; actively advancing the sales of related products.
Fudan Microelectronics (688385.SH): The next generation of PSoC products has been supplied in small batches for customer verification.
On February 17, Gelonghui reported that Fudan Microelectronics (688385.SH) recently stated during a meeting with institutional investors that the company's PSoC products integrate functionalities of FPGA, DSP, GPU, ASIC, and are moving towards high-performance heterogeneous Hardware and unified open Software, enabling deep support for complex logic, motion control, image processing, AI, and other integrated applications. The PSoC products based on 28nm process technology are currently quite mature and selling well; a new generation of PSoC products based on the latest process technology has small batch products available for customer validation.
Fudan Microelectronics (688385.SH): Continuing to increase efforts in Business development and advancing high-reliability Business with a focus on steady progress.
On February 17, Gelonghui reported that Fudan Microelectronics (688385.SH) recently stated during a reception for institutional investor research that the company will continue to increase efforts in Business development to secure new Orders, provide new products for clients, and promote high-reliability business with steady progress. It is believed that with the advancement of domestic substitution, the company’s Business will strive to achieve better performance.
Chip stocks soared in the afternoon, HUA HONG SEMI (01347) increased by 14.23%. Institutions indicate that DeepSeek and others contribute to the development of the domestic AI Industry Chain.
Jinwu Financial News | Chip stocks surged in the afternoon, as of the time of writing, HUA HONG SEMI (01347) rose 14.23%, SOLOMON SYSTECH (02878) rose 7.41%, SHANGHAI FUDAN (01385) rose 4.69%, and Semiconductor Manufacturing International Corporation (00981) rose 4.28%. According to news, TrendForce's survey shows that the NAND Flash market continues to face an oversupply challenge in the first quarter of this year, leading to a continuous decline in prices and losses for suppliers. Institutions believe that the supply-demand structure of the NAND Flash market is expected to improve significantly in the second half of the year, including raw materials.
After the performance surge of the 800 billion chip leader, the rise of domestic computing power presents "core" opportunities in the Industry?
Semiconductors suddenly gained momentum.
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