AI chip Hong Kong stocks: Black Sesame Intelligent rose 2%, iChipwise fell 3.6%. Both are domestic AI inference chips, moving in completely opposite directions—Black Sesame may be benefiting from expectations of a vehicle-grade chip contract today, while iChipwise has no new news, simply following the weak market sentiment.
Today's pricing of the domestic substitution narrative is selective; only those with new contract news can buck the overall weak market trend and move independently 🙃
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