The STAR Market Gives Birth to a New 'Stock King' in the A-Share Market: How Did Lianxun Instruments’ Share Price Surpass Kweichow Maotai in Just 14 Trading Days After Listing?
①The share price of Lianxun Instruments surpassed that of Kweichow Maotai, making it the new 'highest-priced stock' in the A-share market; ②This surpassing of Kweichow Maotai by Lianxun Instruments marks the latest episode in the frequent shifts of the 'highest-priced stock' position in the A-share market since late April.
In the post-Moore's Law era, glass substrates may usher in a new round of 'material revolution.'
Western Securities stated that the peak of Moore's Law is approaching, and the demand for AI computing power is driving a generational leap in packaging materials. Glass-based substrates centered on Through-Glass Vias (TGV) are accelerating the replacement of traditional silicon and organic substrates due to advantages such as low signal loss, adjustable thermal expansion, and controllable costs. Intel, Samsung, and Taiwan Semiconductor are collectively investing in this technology. The global TGV market size is expected to reach nearly USD 8 billion by 2028, with penetration further increasing to 50% by 2030.
An earthquake in Guangxi draws significant market attention to zinc? | Jinshe Futures Hot Chart
Why did the market focus on 'zinc' immediately after the earthquake in Liuzhou, Guangxi? Understand the zinc industry chain and cost structure at a glance.
The three major A-share indices fluctuated and declined, while the memory chip sector surged. Both the Hang Seng Index and the Hang Seng Tech Index fell by more than 1%, but the semiconductor sector rose against the trend.
GigaDevice, Biwin Storage, and Dapu Micro-UW surged in tandem. GigaDevice, the leading company in the memory chip sector, hit the daily price limit during trading, with its share price reaching a new all-time high. The trading volume exceeded 13 billion yuan, and the total market capitalization of its A+H shares surpassed 290 billion yuan. The CPO concept remained highly active, with HG Tech rebounding to close at the daily limit. Lianxun Instruments rose more than 9%, also setting a new record high. HuiLv Ecology, Accelink Technologies, Anfu Technology, and Shenke Da followed the upward trend.
Lianxun Instruments becomes the new king of A-share IPOs! Its stock price surpasses Kweichow Maotai within a month of listing.
Less than a month after its listing, the share price of Lianxun Instruments once surpassed that of Kweichow Maotai, making it the highest-priced company in the A-share market. With the explosive growth in demand for AI computing power, the group of stocks trading above one thousand yuan is rapidly shifting from consumer leaders to hard-tech companies such as optical modules and optical chips.
At Autoway's shareholders' meeting: Unrealized revenue from orders draws investor attention; the company has already made inroads in the AOI inspection field for optical modules.
①Autewei stated that reasons for clients delaying acceptance include the requirement to make payments immediately after acceptance and the warranty period commencing from the date of acceptance; ②At the shareholders' meeting, some investors expressed concerns about the company’s lack of a clear focus, citing its involvement in 'photovoltaic, energy storage, and semiconductor businesses without a distinct label.'