lokjar
2026.01.19 07:51

Speaking of the semiconductor sector, to be honest, the recent rollercoaster ride has left me numb. OmniVision just went public and the hype is still there, ASMPT has risen for six consecutive days. I barely managed to think about chasing in, but today it took a U-turn, and the technicals are also overbought... The pullback of Shanghai Fudan this time really made me nervous, while China Telecom and ZTE seem like 'Buddhist blue chips,' rising one day and falling the next. With market funds being so sensitive now, it's really hard to feel confident.

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