Xinwei Communications and CATL's first-round surge follow almost identical trends

Behind carbon neutrality and commercial aerospace, industry planning and core technology positions are reflected
The pullback magnitude is similar, the increase is similar, and in the end, it's all gap-up acceleration
So, reviewing this emerging industry-driven trend, from chaos to leading the way
The market is seeking stars in the industrial chain, not concept stocks
This kind of trend, valuation is always expensive
But ultimately, the measure of height is determined by industry scale
If Tesla, as a catfish, activates new energy,
And CATL, as a core supplier, becomes the leader of the Growth Enterprise Market,
Then SpaceX, as a catfish, activates commercial aerospace,
Isn't the relationship between Xinwei Communications and SpaceX just a perfect match?
Elon Musk is a bridge for China-U.S. industry communication. Therefore, driving industry synergy, isn't that a successful model of China-U.S. cooperation?
So, when you can't understand the rise, it's actually because you don't understand political economy.