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I think semiconductors are oversold, but under the effect of leverage and market sentiment, I only dare to take a small position (because I already have some capital locked in at a loss, and it’s also hard to stop the loss at this level).
After Changxin is done, the next target is Unitree (宇树). The robotics industry chain can be set up in advance—similar to how it was with storage before Changxin, if you’re following a rigid, non-adaptive approach (刻舟求剑).