[tuyere research insight] from the PPI bottom point of view of this round of counter-offensive; AMD computing chip "MI300" using 3D stacking and Chiplet technology may face Nvidia, analysts are optimistic that related equipment manufacturers are expected to usher in domestic penetration + new.

① looks at this counter-offensive from the perspective of PPI bottoming out; ② AMD computing chip "MI300" using 3D stacking and Chiplet technology may face Nvidia head on. Analysts are optimistic that advanced packaging capacity under the development of AI is tight, and related equipment manufacturers are expected to usher in domestic penetration + new demand opportunities. ③ released a total of 453 articles today, the rating of the automotive industry has been upgraded, and 10 companies have been covered for the first time, including New Jufeng, Shangpin Home matching, Trent, and Guanhao Gao newly covered by new wealth analysts. ④ ranked the first time in the list of individual stock institutions, followed by Great Wall Automobile & gt; Stone Technology & gt; Xusheng Group & gt; Children King & gt; Oriental Yuhong.