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The concept of bean bag is on fire.How to lay out the market when it comes? ETF can directly invest in the sector > >The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.


In the news, on December 9, the General Administration of Market Supervision announced that NVIDIA Company was suspected of violating the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on the Case of Approving NVIDIA Company to Buy the Equity of Milos Technology Co., Ltd. (Announcement of the General Administration of Market Supervision [2020] No.16), and the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.[Bean bag concept leading stock exposure! 】


Growth stocks continue to perform passionate moments.Founder Securities said that the multi-modal generative AI has different empowerment rhythms for different film and television forms. Al's video generation ability corresponds to its empowered film and television form, and marketing video materials, short plays and animations are expected to benefit first. From the upstream and downstream of the industrial chain, companies with video corpus in the upstream and companies with video IP or web IP in the downstream are expected to benefit from the empowerment of AI video generation technology, and the new commercialization potential is expected to be gradually released.

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