At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.As a matter of fact, the opponent has not taken less chips during this time!Second, AI and AI application: master the band rhythm and do more low-level startup varieties;
Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!12.09 Comments: Written after the meeting.Summary-Don't be blindly optimistic tomorrow! The future should definitely be full of confidence.
Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!Second, put forward "stabilizing the property market and the stock market";Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!
Strategy guide 12-13
Strategy guide