Why is photovoltaic solar so much stronger than chips?

When it comes to the capital market, it should be said that there are two sectors that attract more attention from investors. One is new energy represented by photovoltaic solar energy, and the other is semiconductor chips. In the future, carbon peaking and carbon neutralization are represented by photovoltaic solar energy. The future demand for new energy should be said to have a very clear path and a very bright future prospect.

In addition, there are a lot of descriptions about semiconductor chips. In fact, in addition to the direct descriptions, the indirect ones, such as artificial intelligence big data we talked about, talk about the future like smart cities or many These are all related to semiconductor chips in one way or another, including 5g communication and so on.

Let's observe the capital market, you will find that when the industry track like photovoltaic solar energy is rising, it shows a trend of disregarding it, and the rally is very exciting, but let's look at the domestic market demand for semiconductor chips. I also feel that the prospects are very good, but the performance of the capital market has been relatively good recently, but compared with the situation of photovoltaic solar energy, it is obviously still a big gap.