AI infrastructure is amazing, and US semiconductor stocks are going crazy again. The brothers inside the wall are in a hurry and don't know how to lay it out yet? I specially sorted out the storage/semiconductor related US stock QDII on Alipay. Overall, the US stock market is still relatively simple. Just over a month has passed. Intel has doubled. Micron Technology has doubled. Shandi has doubled. AXT has doubled. Even Google has risen by 40%. Meanwhile, brothers, the AI panic logic has spread to every corner. Server chips, storage chips, optical chips, in short, it's just palpitations. The core of these peripheral directions is constantly stacking new high schools. The demand is too high. Samsung and Hynix both say that they won't be able to alleviate the issue by 2028. Old Mantou said that the production capacity of optical chips will be finalized in 2028. Chen Liwu said that server chips will also be out of stock in the future. In short, it's just palpitations. This level of demand gap cannot be solved in the short term. What you're buying is not just stocks, it's a ticket to the AI era. The storage/semiconductor related US stock QDII on Alipay has been sorted out for the brothers. 16 funds, storage, optical communication, semiconductor hardware chain exposure comparison: 1. CCB Emerging Markets Hybrid (QDII) C - Total 52.32% Storage 24.05%+Optical communication 7.87%+Semiconductor hardware 20.40% 2. Huaxia Mobile Internet Hybrid RMB - Total 48.59% Storage 13.71%+Optical communication 21.47%+Semiconductor hardware 13.41% 3. Guofu Global Technology Interconnection Hybrid (QDII) RMB C - Total 47.24% Storage 7.69%+Optical Communication 6.79%+Semiconductor Hardware 32.76% 4. E Fund Global Growth Select Hybrid (QDII) RMB - Total 41.13% Storage 0.00%+Optical communication 28.53%+Semiconductor hardware 12.60% 5. Puyin Ansheng Global Intelligent Technology Stock (QDII) C - Total 41.05% Storage 14.03%+Optical Communication 13.39%+Semiconductor Hardware 13.63% 6. Great Wall Global New Energy Vehicle Stock Launch Form (QDII) A - Total 40.62% Storage 10.15%+Optical Communication 0.00%+Semiconductor Hardware 30.47% 7. Huabao Zhiyuan Mixed (QDII) C - Total 36.73% Storage 10.00%+Optical communication 12.69%+Semiconductor hardware 14.04% 8. Huaxia Global Technology Pioneer Hybrid (QDII) C - Total 36.62% Storage 4.96%+Optical communication 23.54%+Semiconductor hardware 8.12% 9. Tianhong Global High end Manufacturing Hybrid (QDII) C - Total 31.97% Storage 15.44%+Optical communication 7.36%+Semiconductor hardware 9.17% 10. E Fund Global Quality Enterprise Hybrid (QDII) A - Total 23.46% Storage 0.00%+Optical communication 18.04%+Semiconductor hardware 5.42% 11. JiaShi Global Industrial Upgrading Stock Launch Form (QDII) A - Total 23.42% Storage 4.85%+Optical Communication 4.25%+Semiconductor Hardware 14.32% 12. E Fund Global Configuration Hybrid (QDII) RMB - Total 23.22% Storage 3.08%+Optical Communication 13.40%+Semiconductor Hardware 6.74% 13. Guangfa Global Selected Stocks (QDII) RMB C - Total 20.49% Storage 6.80%+Optical Communication 0.00%+Semiconductor Hardware 13.69% 14. Guofu Asia Opportunity Stock (QDII) C - Total 19.97% Storage 9.60%+Optical Communication 0.00%+Semiconductor Hardware 10.37% 15. Yinhua Overseas Digital Economy Quantitative Stock Selection Hybrid Initiation (QDII) - Total 17.08% Storage 3.92%+Optical Communication 0.00%+Semiconductor Hardware 13.16% 16. Huabao NASDAQ Selected Stocks QDII Series A - Total 9.28% Storage 0.00%+Optical Communication 0.00%+Semiconductor Hardware 9.28% Above, I fed my brothers directly.