No business relationship with NVIDIA whatsoever! A 33 billion yuan fiber-optic concept stock releases clarification announcement | Post-market announcements summary

China Jushi: Plans to invest 4.431 billion yuan in building a production line project for 50,000 tons of electronic yarn and 320 million meters of electronic cloth annually

cls.cnMay 13 20:42

Power semiconductors see a wave of price hikes! AI data centers emerge as the primary driver, with industry insiders predicting that supply-demand tensions will persist in the short term.

①Power semiconductor manufacturers at home and abroad have issued price increase notices intensively, with a general increase of 10% to 25%; ②The surge in demand for AI data centers is squeezing the capacity of 8-inch mature process nodes, and TrendForce predicts that the supply-demand tension will persist for 6 to 12 months; ③NVIDIA's 800V high-voltage DC architecture has driven new demand for silicon carbide and gallium nitride. Domestic manufacturers are already capable of applying these technologies in the AI field, and companies both domestically and internationally are expanding production capacity intensively.

cls.cnMay 13 12:57

20 Mid-Year Strategy Conferences Debate the Second Half of 2026: Is the AI Sector a Bubble or a New Turning Point?

①Currently, 20 securities firms have confirmed the schedule for their mid-year strategy meetings, including those recently held by TF Securities and China International Capital Corporation (CICC); ②Huang Wentao, administrative head of CICC's Research and Development Department, stated that investing in the strategic trend of 'the East rising while the West declines' is the best strategy for this era; ③The mid-year strategy meetings remain highly popular, with over 2,000 participants at CICC’s event, more than 1,100 at TF Securities’, and each session of CITIC’s conferences historically exceeding 4,000 attendees.

cls.cnMay 13 10:38

The Race for AI in Brokerage Firms: Leading Brokerages Boost AI Integration in Apps—What Can Investors Gain?

① The launch of the AI-powered YiDa feature in version 10.0 of 'Qingting Dianjin' has drawn significant attention, highlighting the divergent approaches among securities firms regarding AI integration within mobile applications; ② Like CSC Financial, many firms are exploring a 'seamless integration' model by upgrading their existing apps with intelligent functionalities, which represents the predominant choice for securities firms at this stage; ③ A notable trend in the industry's evolution is that securities firms are increasingly emphasizing the deep integration of AI technology with financial expertise.

cls.cnMay 13 10:00

Coking coal plunges sharply; which link bears the greatest pressure? | Jinshi Futures Heatmap

Behind the over 4% drop in coking coal, which part of the steel industry chain is under the most pressure? A diagram illustrates the industrial chain logic.

Golden10 DataMay 13 09:51

The market has entered a consolidation phase at high levels, with capital focusing on core sectors such as electric power and optical communications.

Track the entire lifecycle of the mainline sector.

cls.cnMay 13 09:11