$SMIC(00981)$ Hold on, hold on, tomorrow will continue to rise slowly

$Broadcom(AVGO)$ Not to mention anything else, if Nvidia wants to make customized chips, it's a piece of cake. They don't even like it and pursue comprehensive development

$Advanced Micro Devices(AMD)$ If this wave can fall to 112, it would be a great time to add positions. Unfortunately, personal positions are no longer sufficient to support any space for adding positions around 120. The market will slowly fluctuate upwards, and then take off around mid January when the financial report rebounds. The previous criticism of this stock was a joke because you are not cutting meat and the comment section is not creating panic. Institutions will continue to explore and grind downwards. I am heavily invested in AMD and currently have a significant cost loss of 137, with 40% of the bullets remaining. All other stocks have taken profits or closed their positions at cost, and AMD is i

$Alibaba(BABA)$ The country encourages patient capital, are you patient enough

$Apple(AAPL)$ Slow Bulls are really scary. Buffett missed a billion

$NVIDIA(NVDA)$ The current stock price is just an early response to the landing of FSD and robotaxi applications. When these two applications are implemented, Tesla's car sales are bound to grow steadily. Who wouldn't want to try the world's latest technology applications? Let's estimate how much valuation is reasonable. 2 trillion yuan is not enough for Tesla, 3 trillion yuan can only be reasonable

$Broadcom(AVGO)$ As AI models shift from the pre training stage to the logical reasoning stage, specialized chips represented by ASICs may gradually replace general-purpose chips represented by GPUs and become the "new favorite" of major AI companies[Smile][666]

$NVIDIA Corp(NVDA)$ If the opening price is above 140 tomorrow, there is a chance to break out of the downward sideways consolidation zone and prepare for the bottom to attack upwards

$Taiwan Semiconductor Manufacturing(TSM)$ The feeling of being half long and half short, let's see if we will attack one side today

$Broadcom(AVGO)$ Before the financial report, it was pulled to a high level by institutions again[Smile][Spurting]Magical nine turns to the end, double tops to the end, very tempting to put[Observation]

$SUPER MICRO COMPUTER INC(SMCI)$ Excluding positive indices

$NVIDIA Corp(NVDA)$ Do you dare to impose sanctions?

$PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $JD.com(JD)$ $NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$ Winter has arrived, can spring be far behind

$Advanced Micro Devices(AMD)$ Known: Dragon in front of the plate, worm in the plateExcuse me: Pre plate worm, in plate ()

$NVIDIA Corp(NVDA)$ According to informed sources, TSMC is in talks with Nvidia to produce Blackwell artificial intelligence chips at a new factory in Arizona, USA. TSMC is reportedly preparing for production early next year.

$NVIDIA Corp(NVDA)$ For a long time, artificial intelligence training has mainly relied on expensive Nvidia (NVDA. US) graphics processors. However, cloud service providers and startups are actively developing lower cost alternatives and exploring new ways to achieve more efficient processing. Apple's adoption of customized chips may be sending a signal to other companies that non Nvidia training programs can also be effective.But I believe that in the short term, NVDA cannot be replaced by anyone

$SUPER MICRO COMPUTER INC(SMCI)$ In the short term1. The review has been approved, indicating that all negative factors have been exhausted and no response has been received yet,2. In addition, last night's martial law in South Korea caused a drop in stock prices and was mistakenly killed. Later, the lifting of martial law was announced, but stock prices have not yet recovered,

$NVIDIA Corp(NVDA)$ For reference, TSMC Trump said it would raise taxesBan on shipments to China, soaring!Today, the stock price reached a new high of 1065 and is about to cross the new high of 1100 this week. Any restrictions or tax increases will come to you

$SUPER MICRO COMPUTER INC(SMCI)$ Don't enter from a high position to avoid standing guard!Is it convincing to say that there are no actual benefits and that you haven't found any problems when you check yourself? The only progress is the dismissal of the CFO and Chief Accountant!However, if they are innocent, why dismiss the CFO and Chief Accountant? Eliminating witnesses?Besides, everything else is still bad news!

$Semiconductor Manufacturing International Corporation(688981)$ Based on multiple technical indicators, SMIC currently faces strong resistance at 26.8. If it breaks through this level, the next target is around 28.8, while short-term key support lies at 24.4. If it falls below 24.4, the next support level will be 23.3.Some investors believe SMIC's recent capital increase is favorable for its stock price, suggesting holding the stock could be a viable strategy. For those optimistic about SMIC, consider bull contracts with a knock-out price below the support level of 24.4. For instance: - UBS Bull 54428: Knock-out price at 24, leverage of 8.61x. - UBS Bull 55471: Knock-out price at 24, leverage of 4.87x (slightly less aggressive).F