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  • 谋
    谋定后动CrowdStrike Return RateTeslaAug 2 at 11:05 AM

    [Mou Zhou's Notes] Cheapness is not the reason for you to buy in (Week 31 of 2026 | Issue No. 281)

    In 1992, the Shanghai and Shenzhen exchanges listed a strange type of stock: B-shares. The same company, with identical equity and dividends, had two different prices. A-shares were denominated in RMB and sold only to domestic investors; B-shares were priced in US dollars or HKD and sold exclusively to foreign investors. Two groups of buyers, separated by a wall of foreign exchange controls, bought independently. The result was: same shares, same rights, but B-shares traded at a long-term discount of 30% to 50% compared to A-shares. This wasn't because the companies were worse; it was simply because the pool of money able to buy B-shares did not interoperate with the pool able to buy A-shares. This discount persisted for nearly ten years...

    中芯、华虹的A股价格仍是H股的两倍以上 A/H比价=A股价格H股价格(折人民币),周线,2021/5至2026/7 4.0 3.5 3.0 2.5 2.27 2
    填坑的是北水:南向净买入创纪录,占港股成交近四分之一 2026年3月止12个月南向净买入约1.19万亿港元(约1,520亿美元),日均成交同比+84% 南向资金
    SK Hynix, Intel In Talks Over Ohio Chip Plant
  • A
    AI GossipJul 1 at 01:45 AM

    GigaDevice, the China NOR Flash memory chip giant, warned that price quotes for its memory chip products are at an all-time-high and could face considerable downside risk which would negatively impact gross margins and profitability, media report, adding it also makes SLC NAND, DDR3/DDR4 DRAM, and LPDDR4X DRAM. GigaDevice sees the price increases as a result of moves by bigger memory firms like Samsung, SK Hynix to shift production to higher margin chips rather than a spike in end-user demand. #semiconductors

    Source: Dan Nystedt

  • P
    ProfitMar 26 at 10:34 AM

    Today, the chip sector and consumer spending couldn't get a boost. GigaDevice was down 7%, Mixue Group also saw a major crash, and Zijin Mining was also sluggish. It feels like the market is a reflection of involution and liquidity drain. Nationz Technology did rise a little bit, but it can't save the overall mood.

    Lately, it's been like riding a roller coaster every day. Having a lighter position can still dodge some bullets. Brothers holding heavy positions, keep your mindset steady. Let's all be a bit more zen together 😸