Due to the release of Ds 4.0, and yesterday's INTC earnings report showing a significant price increase for CPUs, coupled with positive earnings from Texas Instruments, the entire chip sector, especially the CPU segment, has received a major boost.

Funds are expected to shift from the GPU/memory sectors into the CPU sector. In US stocks, AMD/INTC/ARM saw significant surges, and a batch of A-shares and H-shares also rose.

CPUs are divided into two major markets: Head node and Orchestration. The former is mounted on GPU racks, while the latter is an additional pairing for GPUs. The potential market size for both exceeds fifty billion. The current incremental market is primarily driven by the huge demand for agent-based AI.

Currently, AMD has the most advantage in US stocks, while the ecosystem collaboration between INTC and NVDA, such as compatibility with NVlink CPU, is also a selling point. The market is now awaiting AMD's earnings report. It would be best if the price drops, allowing for some buying as a long-term allocation.

During the morning session, I chased the rally for Cambricon/SMIC and Huahong. I didn't manage to get in on Cambricon, so I left it. Currently, I'm up a small amount, around ten thousand, and will continue to observe.

If the capital expenditures of the five major tech giants maintain high growth in their earnings reports next week on the 29th/30th, the 'shovel sellers' are estimated to rise further.

That's how the stock market is; just find the undervalued areas. The GPU/memory sectors have been overhyped, and now it's just CPU's turn.

Some articles on Longbridge have given me a lot of beneficial insights. Thanks here!