
Rate Of Return
Total Assets$XL2CSOPHYNIX(07709.HK) has no issues with its basic factors. The development of AI continues to increase the demand for memory, and orders from related companies have not been cut. Meta's small essay is just about renting out limited-time computing power; its procurement contracts for chips and memory this year have actually increased rather than decreased. The infrastructure demand for AI is still there. I'm maintaining my position without moving. Today's decline is just due to excessive market panic and profit-taking by those who had previously gained substantial increases. I am cautiously optimistic about the demand for related products in the era of AI and large-scale AI infrastructure. As long as the basic factors are sound, I still adhere to a long-term perspective.
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