$XL2CSOPHYNIX(07709.HK) Previously, Wall Street bigwigs from investment institutions were worried that tech companies would continue to burn cash on AI data centers without seeing substantial performance, fearing a bubble. So they kept suppressing the market before earnings reports. Now, Microsoft and Amazon's earnings exceeded expectations, showing that the money spent on AI is yielding better-than-expected returns. And since tech companies are continuing to increase their investment in AI construction, everyone feels more at ease this time and is firmly bullish on AI chips, semiconductors, and memory.
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