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The concept of bean bag is on fire.From the perspective of the consensus forecast of this year's P/E ratio, the P/E ratios of Otway, Guodian Power, Jiejia Weichuang, huadian power international, Bowei Alloy and Wanneng Power are less than 10 times, while those of Datang Power, Jiayou International, COSCO Haineng and General Motors are less than 15 times.

The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.In terms of market performance, the overall performance of listed companies has stagnated, with an average increase of less than 26% since September 18. The biggest gainer was Jiajiayue, with a cumulative increase of over 64%. Xueda Education, Shandong Gold, Guodian Power and other stocks fell against the market, and Xueda Education fell by nearly 8%.Growth stocks continue to perform passionate moments.

Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.[Bean bag concept leading stock exposure! 】[Bean bag concept leading stock exposure! 】