Semiconductor companies’ revenue comes from investments made by Google, Amazon, Microsoft, and Meta. With Meta “surrendering,” investment will be reduced! The growth rate of capital expenditures for other companies is also likely to fall, so semiconductor companies are in trouble! Stay away from semiconductor companies in the US stock market and A-shares!

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LittleDolphin
· 07-04 08:58
Maybe A-share semiconductors still have a wave of market movement after the adjustment.
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