煌道 | 交易之道|7月 23, 2026 04:50
Recently, domestic alternatives to various tech stocks are gaining a lot of attention.
NVIDIA domestic alternative: Moore Threads, peak market cap of 440 billion
OpenAI/Anthropic domestic alternatives: Zhipu, MINIMAX, peak market cap of 1.2 trillion
Samsung, Micron domestic alternative: Changxin Storage, expected market cap to reach 2 trillion after listing
Moore is down 36%, Zhipu is down 62%, will Changxin also end up in shambles in a year or two?
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