TODAY'S MARKET INTELLIGENCE
Everyone Is DML
English summary
### Everyone Is DML Time: 2026-07-30 18:09:56 Content: Ridicule DML, understand DML, and eventually become DML. This long-circulated joke is vividly playing out on the A-share market. At first, everyone was ridiculing 德明利. For a short month, it kept falling, with continuous bearish candles refreshing the bottom line, being labeled as a 'benchmark for losing money'. Many investors holding optical module and storage leaders sneered, convinced that their holdings were core assets of the track and could not be compared to this continuously weakening stock. At that time, the biggest consensus was that crashes would only happen to 德明利, and computing hardware and semiconductor heavyweights had fundamental support and would never replicate the same trend. The market never caters to human subjective fantasies for long. Before the sneers faded, a tragic stampede quietly arrived. 中际旭创 plunged sharply, 东山精密 hit the limit down, 紫光股份 fell limit down for consecutive days, and 兆易创新 once approached the limit down. The AI hardware track, once hyped by research reports as a sea of stars, collectively walked out a declining curve highly similar to 德明利. ...
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