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After half an hour of short videos, six opportunities related to physical AI appeared, and in three of them, Sun Ge's avatar showed up.
In many videos discussing physical AI, one point that is often not mentioned is: under the narrative of competitive physical AI, the importance of chips and storage!
I definitely won't buy large A-shares.
I only want to mention two index funds:
· Storage sector ETF $DRAM
· Chip lithography machine sector $EUV