Breaking! China Fires the First Shot for AI Chip Independence 🇨🇳🖥️

China has for the first time included domestically produced AI chips in the government procurement list. This is a direct response to the technological blockade by the United States, aimed at building an independent semiconductor supply chain. This move will significantly boost orders for local chip manufacturers and may long-term weaken the position of American companies like NVIDIA in the Chinese market.

For traders, this means that China's AI/semiconductor sector will receive strong policy and demand support. In the short term, sentiment is favorable, and in the long term, the logic of domestic substitution has been thoroughly validated.

💡 Key Insight: This is not just procurement; it is also a declaration. China's technological self-reliance is entering an accelerated phase, and the local chip supply chain will become a core investment theme.

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