Why?
China's chip sector has a guaranteed local market demand. Domestic industries are looking to replace foreign components with local chips.
This rally is also backed by national capital investments. Sovereign wealth funds are also allocating capital to the domestic AI hardware supply chain.
Even after the sudden price surge, $SMIC(00981)$ and $HUA HONG GRACE(01347)$ are undervalued and offer great value for your money.
@Tiger_comments @Tiger_SG @TigerStars
Modify on 2026-07-24 10:05
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
