Donghai Securities released a research report saying that the semiconductor industry continued to pick up in December, and prices continued to rise, focusing on structural opportunities such as AI computing power, AIOT, semiconductor equipment, key components, and storage price increases. Industry demand is slowly recovering, AI investment continues to exceed expectations, and memory chip prices have risen above expectations; autonomous and controllable efforts are still increasing under overseas pressure. Currently, market capital is relatively hot, so it is recommended that the layout be dips.

Donghai Securities released a research report saying that the semiconductor industry continued to pick up in December, and prices continued to rise, focusing on structural opportunities such as AI computing power, AIOT, semiconductor equipment, key components, and storage price increases. Industry demand is slowly recovering, AI investment continues to exceed expectations, and memory chip prices have risen above expectations; autonomous and controllable efforts are still increasing under overseas pressure. Currently, market capital is relatively hot, so it is recommended that the layout be dips.