東城
2026.02.06 10:35

$SMIC(00981.HK) It has been falling all the way since the end of January, totaling more than 10%, and finally seems to have stopped falling in the past two days

When it was falling, people criticized it for lacking technology; when it stabilized, they started talking about domestic substitution

Personally, this seems more like a recovery zone after excessive emotional selling. If it really falls sharply again, there needs to be new negative news to drive it

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