Aze阿泽

老虎证券提现走人了，后面用嘉信和bit了😭 老虎证券太好用了，以后用来看盘了

Huawei's latest announcement carries real significance, because China has, in effect, shown the direction in which advanced technology needs to move. And it has done so in cutting-edge semiconductors, no less. China has long been a follower. In semiconductors, Western technology played the role of the pioneer, while China was preoccupied with simply keeping pace. But by banning EUV exports to China, the U.S. manufactured a bottleneck at the lithography tool — and in doing so, it effectively forced creativity onto China. To circumvent the sanctions, China was pushed toward approaches the West had never needed to take. That is exactly what today's announcement represents. Where Nvidia co-designs memory, packaging, and logic to optimize TCO at the system level — doing it rack by rack — Huawei is doing the same thing at the chip level. I'll say it again: this is a genuinely striking approach. Memory makers are already struggling with cost scaling. As linewidths shrink, the resources required to keep shrinking them — capital, manpower, time — are climbing exponentially. So the day will come when the West, too, must make packaging, logic, and memory collaborate from the node-design stage. And it won't be far off. China, through the paradox of sanctions, has been driven to do this ahead of the West — unintentionally. This is what genuinely frightens me. As YMTC has already demonstrated, U.S. sanctions pushed China to skip the incumbent standard and jump straight to the next-generation one. The result? YMTC carved out a meaningful presence in hybrid bonding — and even Samsung, the king of NAND, ended up licensing YMTC's patents. I believe the West may well find itself licensing this Huawei technology a few years down the road. And I believe cases like these will multiply, spreading China-style standards in their wake.

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一个月三倍，站在光里，但很多人还是受困于第一步觉得麻烦不知道怎么买，光站在那里。

诺基亚 $NOK 英伟达投资，黄仁勋和台积电的CEO都称AI产业链下一个推进方向是光互连，而 $NOK 拥有光互连终极技术硅光子技术，同时还有光互连紧缺产能INP 磷化铟芯片的完整生产线，整个欧美独一份的生产线。 诺基亚 $NOK 绝对是未来一俩年内的十倍股

正式封杀！中国证监会宣布，拟决定没收老虎、富途、长桥，三家券商境内外，相关主体全部违法所得。 中国证监会指控，以上三家公司非法跨境开展业务，违反了中国证券基金期货法律法规，破坏了市场秩序。

证监会严肃查处老虎等机构非法跨境展业案件：拟决定没收老虎、富途、长桥境内外相关主体全部违法所得。 2023年就算你有港卡也注册不了香港的这些证券公司了，刚才又出公告了，查老虎、富途、长桥这些机构及相关主体。 普通客户不是这条处罚的直接对象，下一步就看存量用户会不会被香港券商清退吧，好好缴税，我明年要交100多万人民币的税。