Behind the big pump of Cambrian, what we see is the true strength of Chinese technology stocks.

This is not just the performance of a single stock, but a microcosm of the entire technology sector. AI chips and computing infrastructure are reshaping the global competitive landscape.

While the West is still discussing interest rate cut expectations, technological innovations in the East have already been validated in the capital markets. This divergence will become increasingly evident.

Technological competition is more enduring than arms competition and is also more decisive for the future.

#AI #科技股 #寒武纪 chip