shared a chat session in group #The Most Important Thing
China tech stocks are looking great in the last year or so.
Couple of events that might be interesting to follow:
- Mid March: Huawei Ascend 910C release. It's reported to have 40% yield rate and they expect production of 100k units by end 2025
- Before May: DeepSeek R2 release. I guess release of R1 already sent shockwave through markets, so don't expect big impact. But still interesting to see what they can pull off.
Any other event that might have a significant impact?