King's Wealth News | Most semiconductor concepts rebound, brainhole tech (02203) up 64.41%, hg semi (06908) up 9.09%, semiconductor manufacturing international corporation (00981) up 9.01%, shanghai fudan (01385) up 8.73%, hua hong semi (01347) up 5%.

Sinolink believes that with a large number of shipments of Nvidia's B series chips and the popularization of AI applications such as Wensheng Video, the industry chain will usher in good opportunities for pulling goods, bullish on core beneficiary companies. Semiconductors are actively picking up, the industry chain is actively benefiting, bullish on undervalued leading companies with the potential to welcome multiple drivers of cyclical recovery, performance improvement, and valuation repair. It is recommended to pay attention to the upcoming launch of AppleIntelligence in October, which is expected to empower the new iPhone 16, accelerating the replacement cycle. Bullish on AI-driven, consumer electronics innovation, semiconductor recovery, and valuation recovery benefiting the industry chain.