大漂亮C-Labs
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If it weren't for Changxin, storage prices might have gone up several more times 😅
大漂亮C-Labs
We don't even need to take action; the US side is already competing fiercely on its own 😅
Micron recently strongly announced a price increase to Apple
Now Apple is preparing to include Changxin and Yangtze Memory in their supply chain to counterbalance Micron 😁
So investing is like this: when all the good news is out, it turns into bad news 😄
I sincerely suggest those who own multiple houses to sell them quickly. As neighborhoods get older, issues like elevators and leaks require property management fees.
And according to data here in the US, the older the neighborhood, the higher the property management fees 😅
In the future, property taxes might even be combined into the property management fees and collected together. If you can't pay, the house could be taken for foreclosure.
That's how it is in the US 😄
The US is going to impose sanctions on China's optical modules 😷
It looks like Zhongji Xuchuang will drop to a good position in the next few months 😅
If it falls back to 100, I'll go All IN!
大漂亮C-Labs
If Changxin, Yangtze, and Deepseek are still relying on latecomer advantages to copy the leaders, then Zhongji Xuchuang, which was listed on the Hong Kong stock market today, is definitely the global leader in optical modules.
Moreover, it holds an 80% market share in the most advanced 1.6T products, a monopolistic first place.
This is one of the few companies that can also increase hundreds of times in A-shares.
However, the timing to enter now is not right; after the data center explodes, this will be one of the stocks I heavily buy at the bottom.
