[research] in the semiconductor subdivision track, the storage sector is expected to recover earlier, analysts are optimistic that storage manufacturers are expected to meet the performance and valuation of Davis double-click; the company covers video / Internet / mobile Internet content day-to-day regulation, analysts.

In the ① semiconductor subdivision track, the storage sector is expected to recover earlier, and analysts are optimistic that storage manufacturers are expected to meet the performance and valuation of Davis double-click. ② covers the day-to-day regulation of video / Internet / mobile Internet content, and analysts are optimistic about its layout in the area of video AI regulation, which has the potential to expand from the ToG market to the ToB market in the future.