#加密市场观察 High elasticity tracks directly benefit

Interest rate cuts reduce R&D financing costs for technology companies, combined with accelerated domestic substitution, resulting in outstanding performance in sectors such as semiconductor equipment, AI computing power, and robotics. Zhongwei Company (leader in etching machines), Zhongji Xuchuang (ranked first in global optical module market share), and other targets directly benefit. Historical data shows that the average increase in the semiconductor sector reached 15% within 4 days after the last three interest rate cuts.