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12.12 Review: Those who break the plate can only collect chips at a high price!Today, many people are shouting that the meeting did not exceed expectations! What sand! ! For them, they will never be able to meet their expectations.The consumer sector is also deepening, and the superposition of scientific and technological attributes by consumer electronics is bound to be the next strong branch. Moreover, haven't you heard the footsteps of the pig cycle?

Anyway, the index is held by someone. Let's just do the theme rotation with peace of mind.Today, consumption continues to be strong, and robots and AI applications finally have a decent differentiation. However, the status of the three main lines is unshakable, and it is still rotating in the later period. It is worth noting that some semiconductors have stepped out of their weakness and are quietly preparing to enter the right stage. This also laid the foundation for the follow-up market.

Near the end of the year, emotional speculation, relying on policy expectations to promote the market should also cool down, always relying on policies, when is the end? It's impossible to keep exciting. The market always has to return to its original running track and follow its own laws!Today, consumption continues to be strong, and robots and AI applications finally have a decent differentiation. However, the status of the three main lines is unshakable, and it is still rotating in the later period. It is worth noting that some semiconductors have stepped out of their weakness and are quietly preparing to enter the right stage. This also laid the foundation for the follow-up market.