2024-12-13 05:37:02
According to the research report of CITIC Securities, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.According to the research report of CITIC Securities, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.Analyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:
ⅴ) Institutional viewpointⅣ) Industrial capital flowⅴ) Institutional viewpoint
Personal re-offer is for reference only...... 1) NVIDIA was investigated by antitrust, and the main line of domestic chips was clear...... 2) Grasp the "market at the end of the year and the beginning of the year", and the A-share "outsole" is forming.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13