Neither Hon Hai, nor Quanta “AI PC” is healthier than an AI server! AI PC’s inventory worth exploded probably the most: “it”! |. Anue Juheng – Professional opinion

US shares fell, overseas buyers offered shares wildly, and shares and trade charges fell Though Taiwan’s inventory market rose to almost 500 factors in two days, it’s not anticipated to alter within the brief time period and hit even decrease factors. Nevertheless, when it comes to developments, the components is: “Search for help quite than strain for the rise.” The Taiwan inventory market has solely barely damaged the 10-day line at this level, there’s robust help from the rising month-to-month and quarterly curve strains The bullish pattern has not modified because of this sharp decline. So, this pullback is one more alternative for good shares to become involved at low costs.

How to decide on shares? We’re watching this wave of US inventory market pullbacks,half-taxand NASDAQ a lot stronger thanDow JonesWithin the means of Taiwan inventory withdraws 500 factors, OTC can be a lot stronger than the final market. Which means the bullish pattern has moved “electrically”. Wanting on the OTC index, which is usually digital + small and medium, for the time being even the 10-day line just isn’t damaged, relying on the inertia of the robust gamers of the bull market. As quickly as Taiwan’s inventory consolidation ends, OTC+ small and medium shares will trigger the bulls to launch a robust assault. The present technical head and shoulders OTC backside + jet = the underside sample previously month has been very laborious, and with the Taipei Worldwide Laptop Present subsequent week, I consider that many There are headlines that promote the idea of Taiwanese AI shares, particularly the rise of small and medium-sized shares. Which means June would be the “Dwelling Alone” month for Taiwan shares. To extend profitability, we should goal small and medium shares, managed by OTC, that are managed by home buyers and funding trusts, to extend earnings and funding win charges.

Select small quite than massive; base time low > base time excessive; select AI PC higher than server AI!

Waiting for Taiwanese shares in June, Jiangjiang will concentrate on “new” main shares with twin themes of “AI” + “low base interval”. Amongst them, “AI PC” is unquestionably the principle focus of this COMPUTEX with synthetic intelligence (AI). Microsoft desires AI PCs to have no less than 16GB of reminiscence and 40 TOPS computing energy Qualcomm, AMD, and Intel are all anticipated to actively launch PC chips that meet the necessities, and energy necessities require AI PC computing an increasing number of. {hardware} necessities, which is the power of Taiwanese know-how shares. Consists of enhancements in specs and costs in areas reminiscent of reminiscence, storage gadgets, batteries, cooling, energy provides, PCBs, and connectors. It’s estimated that the CAGR of AI PC shipments from 2024 to twenty-eight might be +44%, offering a major progress pattern to the general AI PC provide chain.

And inventory Taiwan AI PC Crouching Tiger, Hidden Dragon, like ASUS (2357-TW), Wistron (3231-TW), Realtek (2379-TW), Quanta (2382-TW), Winbond (2344-TW), Xiangshuo (5269-TW), United Protect (3034-TW), Purui (4966-TW), MediaTek (2454-TW), Yoshitaka Den (2458-TW), TSMC (2330-TW), Jiaze (3533-TW), Delta Electronics (2308-TW), Compl(2344-TW), Acer (2353-TW), data (6719-TW), Jianzhun (2421-TW), Qi Hong (3017-TW), Phison (8299-TW), Heshuo (4938-TW), swallow (5289-TW) everybody’s probability to launch an assault subsequent week.

The purpose is that 2024 is simply the primary yr of PC AI, and it’s nonetheless in its infancy. After all, we’ve to rush and sustain! AI PC”. This wave of AI PC will carry extra revolutionary growth, and enterprise alternatives will explode accordingly. The subsequent factor to lock in is to not take over the strain, and select the small one quite than the A giant one. What AI shares could be focused? We are going to proceed that can assist you discover and lock within the fan membership. If you wish to sustain with Jiang Jiang, do not know. nonetheless have how one can do it? Then I like to recommend you to lock Jiang Jiang in Line @. If you wish to perceive the mainstream of the market + rising shares that haven’t but began to rise, concurrently perceive the lengthy and brief turning factors of the market, and study predictive technical evaluation, you may be a part of the intently adopted Line@ fan group.

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Youtube Jiangjiang【Flip shares into gold】 Clarification:https://reurl.cc/02drMk

Article supply: Moore Funding Consulting – Analyst Jiang Guozhong

There is no such thing as a undue monetary curiosity within the particular person securities advisable and analyzed by our firm, previous efficiency doesn’t assure future earnings.