Recently, Liu Yuanhai, chief investment officer and fund manager of Dongwu Fund, expressed the latest market views. Liu Yuanhai believes that this round of the technology market may be entering a very important stage — gradually moving from “industry trend expectations” in the past to the “performance verification” stage, that is, the differentiation within technology has further increased, and the fundamentals and market performance are relatively strong in the process of actually having orders, revenue, and profit cashing. Liu Yuanhai believes that the current performance of AI servers, optical modules, PCB/CCL, and storage is relatively more certain. The common characteristic of these links is that the increase in overseas AI capital expenditure has been relatively clearly transmitted to the industrial chain, and orders, revenue, and profits can all be mutually verified.

Recently, Liu Yuanhai, chief investment officer and fund manager of Dongwu Fund, expressed the latest market views. Liu Yuanhai believes that this round of the technology market may be entering a very important stage — gradually moving from “industry trend expectations” in the past to the “performance verification” stage, that is, the differentiation within technology has further increased, and the fundamentals and market performance are relatively strong in the process of actually having orders, revenue, and profit cashing. Liu Yuanhai believes that the current performance of AI servers, optical modules, PCB/CCL, and storage is relatively more certain. The common characteristic of these links is that the increase in overseas AI capital expenditure has been relatively clearly transmitted to the industrial chain, and orders, revenue, and profits can all be mutually verified.