Take a good look at this card table, and you'll understand ChangXin.
The US card — Micron. It represents the US's strength in memory, with strong technology and high profits, serving as a crucial link in the US's self-sufficient and controllable AI supply chain.
The two Korean cards — Samsung, SK Hynix. This is interesting: Korea is a small country, but it has managed to squeeze into the core position of the global AI supply chain precisely because of Samsung and SK Hynix. Korea's stock market, and even the confidence of the entire nation, are largely propped up by these two companies. Last week, SK Hynix went public in the US, which is Korea's card, aiming to raise its profile once again in front of global capital.
China's card — it was empty in the past, but now it's ChangXin.
$CXMT(688825.SH)$Micron Tech(MU.US)$SK Hynix(SKHY.US)
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