Liu Yuanhai: Electronic semiconductors may usher in a big market rally, lasting until 2025

Liu Yuanhai believes that in the next 3 to 5 years, technology stocks will become an important investment theme in A-shares, especially the electronic semiconductor industry may usher in a major market rally, continuing until 2025. He pointed out that the automotive intelligence industry is expected to make significant progress by 2025, similar to the rise of new energy vehicles. At the same time, it is expected that A-share listed companies will see a rebound in profit growth from the second half of this year to next year. Liu Yuanhai emphasized that investments should focus on AI computing power, electronic semiconductors, and automotive intelligence in the technology sector