$HORIZONROBOT-W(09660.HK) has the same logic as Cambricon, both are domestic alternatives to NVIDIA. For such stocks, you can't just look at profits, but also need to see which downstream car manufacturers are using their products. Another new factor is the acceleration of de-Americanization in the car industry after Trump's tariff war. Get on board below 4 HKD (this wave of high-quality Hong Kong stocks has returned to the pre-bull market prices at the beginning of the year, presenting a good buying opportunity.

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