Guolian Minsheng Electronics published a strategy note arguing that after an irrational correction, A-share technology stocks present a buying opportunity, reiterating a bullish view on the overseas compute supply chain, domestic AI chips/core equipment, and new technologies such as NPO/CPO, glass substrates, and M10 materials.
The broker recommends accumulating A-share tech on weakness, with a clear preference for overseas compute chain, domestic AI chips, and new technology structural growth areas.
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