[tuyere research insight] AI-driven semiconductor cycle inflection point or front, the US stock Philadelphia semiconductor index rose 33% this year, with the gradual recovery at the bottom of the industry, all links of the A-share industry chain are expected to benefit alternately; which industries have.

Which industries in ① have fully responded to pessimistic expectations; ② AI drives the semiconductor cycle inflection point or leading position, and the US stock Philadelphia semiconductor index rose 33% this year. With the gradual recovery at the bottom of the industry, all links of the A-share industry chain are expected to benefit alternately. ③ released a total of 279 market-wide institutional research reports today. The rating of the energy and metals industry was upgraded and 20 companies were covered for the first time, including North Huachuang, Daily Interactive, Enjie and Emma Technology covered by new wealth analysts. ④ in the ranking of individual stock institutions, Kay Ying network on the list for the first time, the top five are Peraia & gt; Wrigley Home & gt; & gt; Kaiying Network & gt; Anjing Food.