$SMIC(00981)$ Recent policy re

$SMIC(00981)$ Recent policy reports and consumer stimulus actions have been emphasizing AI and future industries, both of which drive massive demand for semiconductors. After the market adjustment in March, much of the profit-taking pressure from February's rally has been alleviated. At this level, I remain firmly bullish on semiconductors, believing that with the continued industry momentum, this upward trend is just getting started.

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