Market sentiment has steadily improved, with multiple segments in the technology sector driving a rotating recovery.

Track the entire lifecycle of the mainline sector.

cls.cn48minutes ago

Morning Brief by Xiao K | Yangtze Memory Technologies has commenced IPO counseling; Google launches the Gemini 3.5 series models

① China Computing Power Platform (Beijing) officially launched; ② Leju Intelligence's IPO application has been accepted; ③ Shanghai Silicon Industry Group: the second-largest shareholder, National Integrated Circuit Industry Investment Fund, reduced its stake to 13.89%; ④ Hangzhou Kolin plans to acquire a 41.57% equity interest in its affiliate Kepler, thereby obtaining control.

cls.cn08:37

Seven consecutive limit-up home appliance stock issues warning: share price faces risk of sharp decline | Selected Post-Market Announcements

A home appliance stock hitting its seventh consecutive daily trading limit issued a risk warning; a leading semiconductor company was reduced in stake by China's National Integrated Circuit Industry Investment Fund; and an A-share company with a market capitalization under RMB 4 billion ventured into unrelated businesses...

Golden10 DataMay 19 21:09

Sci-Tech Innovation Board Evening Report | Yangtze Memory Technologies Begins IPO Counseling; Shanghai Silicon Industry Group: National Integrated Circuit Industry Investment Fund Reduces Stake to 13.89%

① The Ministry of Foreign Affairs: China and the U.S. have agreed to launch an intergovernmental dialogue on artificial intelligence; ② Hainan has introduced new policies to support 'single-member companies'; ③ Okaiyi plans to acquire a 26.32% stake in Yongxin Jinggong.

cls.cnMay 19 20:54

[Data at a Glance] Five institutions trade Guangxun Technology; Tier-1 speculative funds and quantitative capital concentrate on HU Silicon Industry

① Accelink Technologies surged to its daily trading limit at the close, reaching a new all-time high, with three institutional investors selling a combined RMB 335 million worth of shares, while one institution bought RMB 400.8 million. ② HU Silicon Industry, a popular semiconductor silicon wafer stock, hit a 20% trading limit up today, with two speculative funds purchasing RMB 1.24 billion and RMB 1.2 billion respectively, and one quantitative fund buying RMB 1.06 billion; meanwhile, three quantitative funds collectively sold RMB 4.72 billion.

cls.cnMay 19 17:49

The 'Singularity' Moment of Endpoint Computing Power—A Three-Dimensional Resonance of Demand, Models, and Chips

After two years of stagnation in edge computing power, the true 'singularity' may lie within robotics. Guosheng Securities believes that the insurmountable 'low latency' gap in cloud computing is driving lawn-mowing robots, humanoid robots, and autonomous vehicles to become the main battleground for edge computing power. The three-stage leap from YOLO to world models, coupled with NPU architectural bottlenecks and the dimensional reduction of GPGPU ecosystems, has revealed three key investment themes: chips, modules, and storage.

wallstreetcnMay 19 11:17