Sandisk Commentator
Total Assets$BI-SMIC@EC2610D(26559.HK)
On Friday, a friend discussed SMIC International, and warrant 26559 surged. Then she sold it on Friday. I didn't want to stop her, but since I didn't buy in the morning, I jumped in at the high because Intel's night session had just risen, and the market hadn't opened yet. A CPU narrative hasn't seen its conclusion yet, how could it be sold in just one day? And today it's up another 33%. Today, Hong Kong stocks' CPO, CPU, and optical fiber sectors all surged.
$HUA HONG SEMI(01347.HK)
$SMIC(00981.HK)
$MONTAGE TECH(06809.HK)
Last night, CPUs. Intel and AMD ARM surged. I asked Doubao and was told about A-share Hygon Information, and Hong Kong stocks Hua Hong Semiconductor and SMIC were already Montage. Saw Montage had the strongest opening, so I rushed in and got trapped. Didn't expect Hua Hong and SMIC to only rally at 10:30. Picked the worst one out of three, suffered big losses in Hong Kong stocks today.
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