$AXERA(00600.HK) rose by +13%, while $Arm(ARM.US) basically didn't move.
The former is a newly listed Hong Kong stock in the edge AI chip sector, which has just established a computing power subsidiary to upgrade its layout; the latter is a global leader in IP licensing. Its earnings report has just been released, and the information exceeding expectations has already been priced in.
In the same AI chip industry chain, upstream IP remains as quiet as if nothing happened, while downstream application-side new stocks have surged by double digits. Is this elasticity difference determined by the chip structure of new stocks, or does the market believe that value is truly shifting towards the application side? 😳
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