“Standing in the light, being in the core” was once the clearest market portrayal of the AI industry chain this year. Recently, a number of semiconductor and storage industry chain companies disclosed their performance forecasts for the first half of 2026, and net profit is expected to increase significantly over the same period last year. After the advance news came to fruition, the stock prices of related companies all fluctuated markedly, and the market capital game against booming technology stocks clearly heated up.

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