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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.Data treasure screened out high-quality stocks with expected continuous high growth performance, with the following conditions: 1. The net profit growth rate in 2022 and 2023 exceeded 30%; 2. The number of rating agencies is more than 10; 3. The organization unanimously predicts that the net profit growth rate will exceed 30% this year; 4. The organization unanimously predicted that the P/E ratio this year would be less than 40 times.

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.Data treasure screened out high-quality stocks with expected continuous high growth performance, with the following conditions: 1. The net profit growth rate in 2022 and 2023 exceeded 30%; 2. The number of rating agencies is more than 10; 3. The organization unanimously predicts that the net profit growth rate will exceed 30% this year; 4. The organization unanimously predicted that the P/E ratio this year would be less than 40 times.

The popularity of bean bags is a bigger factor in the rise of stocks on the AI application side such as Lexin Technology. Quantum bit data shows that by the end of November, the cumulative user scale of Bean Bag APP has successfully exceeded 160 million in 2024, and the average daily download volume of new users has remained stable at 800,000, making it the second-ranked AI APP in the world and the first in China. In November, the APP DAU of bean bags was close to 9 million, with a growth rate of over 15%, far exceeding the 3 million of Kimi DAU, the second place.The concept of continuous 20cm daily limit bean bag is on fire! Exposure of high-quality stocks with sustained high growth performanceThe concept of bean bag is on fire.