Recent copper-clad laminate price hikes support the hardware rally.
One thing that seems underappreciated is that with the AI boom and supply chain frenzy, not just "allied Asian" but *Mainland Chinese* stocks have started to move like American ones. For years and years, their market was cursed: revenue grows, nobody profits. Not anymore.
Users welcomed the surge in Mainland Chinese AI stocks over 1000% like US peers because A-share valuation logic has finally aligned with international standards.
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@teortaxesTex btw, it has gotten crazier since then @jukan05 posted about CCL price hikes
One thing that seems underappreciated is that with the AI boom and supply chain frenzy, not just "allied Asian" but *Mainland Chinese* stocks have started to move like American ones. For years and years, their market was cursed: revenue grows, nobody profits. Not anymore.
@teortaxesTex A股的估值逻辑终于接轨国际了