Market sentiment for going long has fully warmed up, with a focus on rotation and catch-up opportunities within the technology supply chain.

Track the entire lifecycle of the mainline sector.

cls.cn09:18

[Data Insights] Institutional and northbound capital engage in fierce trading of Han's Laser; CSI 300 ETF saw a reduction in shares last week.

① The PCB concept stock, Dajia Laser (Han's Laser), surged to a two-day limit within three days, hitting a record high in share price. It was purchased by two institutions for 4.38 billion yuan but sold by three institutions for 6.67 billion yuan, while Shenzhen-Hong Kong Stock Connect sold 2.61 billion yuan worth of shares. ② The share volume of several ETFs related to the CSI 300 Index has significantly decreased. In particular, the Huatai柏瑞 CSI 300 ETF (510300) saw its shares drop by 2.9349 billion last week.

cls.cnMay 11 17:57

The Shanghai Composite Index broke through the 4,200-point mark, with the STAR 50 Index rising by 3%. The computing power hardware sector surged, while storage and GPU stocks experienced significant gains. Both the Hang Seng Index and Hang Seng Tech Index

The real estate sector remains active, with Hefei Urban Construction hitting the daily price limit. Jing Tou Development and Shanghai Industrial Development previously reached their daily price limits, while Shenzhen Properties A, Binjiang Group, China Merchants Shekou, and Sanxiang Impression followed with gains.

wallstreetcnMay 11 10:02

Tianzhou-10 successfully launched! A 6.3-ton 'space delivery' is on its way. Which A-share companies are supporting the 'spacecraft'?

① The Tianzhou-10 cargo spacecraft was successfully launched; ② Currently, multiple A-share listed companies are directly involved in the core supporting projects of the manned space program; ③ The concept of a strong space-faring nation has been incorporated into the national "Five-Year Plan" for the first time, with dual progress being made in space station applications and manned lunar missions.

cls.cnMay 11 09:17

The fiber optic concept stock with two consecutive trading limits issued a volatility announcement. Hainan Corning is only the company’s optical rod supplier, and there are no other cooperation models. | Post-market announcements digest.

Hanbang High-Tech: Subsidiary signs a contract worth 2.783 billion yuan for the procurement of high-performance GPU equipment and integrated maintenance services.

cls.cnMay 10 19:17

Landing of a computing power project worth up to 4 billion yuan, and initiation of a drinking water asset reorganization valued at 3 billion yuan | Selected after-hours announcements

Major computing power service contracts have been secured, with project values reaching up to 4 billion yuan; the restructuring of drinking water assets has commenced, with the transaction valued at over 3 billion yuan; a semiconductor testing company plans to raise 2 billion yuan to expand its AI chip production capacity. What are the noteworthy announcements after today's market close?

Golden10 DataMay 8 21:02