0xTodd ( thinking )
0xTodd ( thinking )|7月 15, 2026 09:42
Stop talking, I'll buy Changxin Technology directly at HL market price Don't calculate the price to earnings ratio, it's just an emotional investment I just want to experience a few days of 'golden age'. ---Expand and discuss--- Currently, globally, Changxin ranks fourth in DRAM production, following Samsung, Hynix, and Micron. It tells a story of breaking the monopoly of domestic and overseas giants. Its major shareholder is the State owned Assets Supervision and Administration Commission of Hefei, followed by Alibaba, which holds more shares than the founder. Based on the current price (HL $8, market value of 3.6 trillion RMB), it can instantly surpass Industrial and Commercial Bank of China and Maotai, becoming the top A-share market value. Industrial and Commercial Bank of China (ICBC), for the time being, should not let Maotai Technology be the first listed company in China (mainland) in terms of market value. In terms of technology, the most core mainline is DDR5, which will be mass-produced by the end of 2024 and is now the mainstay of revenue. The HBM memory used for training AI is lagging behind by three to four years compared to Hynix and Samsung, but there are already trial products available now, mainly to catch up with the yield rate. Also, don't calculate the price to earnings ratio. On the one hand, his P/E ratio is 25 years, and if it explodes in 26 years, the actual P/E ratio will be much lower; On the other hand, there are relatively few chips available at the opening, and coupled with the current emotional situation here. I think the emotional aspect is greater than the fundamental aspect. Non financial advice.
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