Publicly offered funds collectively 'chase the light,' with over a hundred public funds researching New Easy Prosperity.

①Chuangjin Hexin topped the research rankings, having conducted 637 surveys year-to-date, covering 534 individual stocks; ②New Easun, the leader in optical modules, has become a “popular stock,” attracting over a hundred public funds to conduct surveys; ③Public funds have focused their research on AI computing hardware supply chains such as optical modules, strengthening the consensus on hard technology.

cls.cn10:29

The 'Token Factory' achieves real-world implementation: Operators initiate large-scale procurement worth tens of billions, while major companies accelerate their strategic positioning.

① Ningxia Branch of China Telecom released the centralized procurement project for the "Token Factory" generation capability service, marking the first large-scale procurement project named after the Token Factory among the three major telecom operators, valued at the billion-dollar level. ② The Token Factory is considered "the business model with the fastest short-term growth for model vendors and the most certain commercialization potential in its early stages." ③ Baidu recently announced that Baidu Intelligent Cloud will upgrade its "MaaS Model Service" to the "Token Factory."

cls.cn08:39

Breaking: This company has been investigated by the CSRC for alleged violations of regulations due to misleading statements in information disclosure | Post-market announcement highlights

BIWIN Storage: Plans to provide contract manufacturing services for Haiguang Xinzhi's optoelectronic interconnect products and offer financial assistance of up to 200 million yuan for raw material procurement.

cls.cnMay 15 20:52

Divergence within the technology sector has intensified, with capital gravitating toward core high-quality stocks, while defensive sectors continue to rotate in taking over market activity.

Track the entire lifecycle of the mainline sector.

cls.cnMay 15 09:14

Breaking! Vice General Manager of a 140 billion yuan optical chip concept company detained|Post-market announcement highlights

Vogu Optoelectronics: The actual controller and shareholders holding more than 5% of the company, along with related parties, have been investigated by the CSRC for alleged violations of information disclosure regulations.

cls.cnMay 14 20:22

Long-life liquid and high specific energy solid-state technologies remain in their respective development tracks, with industry insiders predicting that 300Wh/kg will become the competitive high ground for next-generation batteries | CIBF2026

①The reduction in costs has become a key factor in alleviating supply and demand contradictions and promoting the scaled development of the industry, with long-term release of energy storage demand; ②Lithium battery technology continues to advance, making breakthroughs in four directions: ultra-large capacity, ultra-long lifespan, ultra-low cost, and long-duration energy storage; ③Based on the currently announced timelines, 300Wh/kg will be the competitive high ground for the next generation of batteries, with even higher energy density targets of 400-500Wh/kg also in planning for the long term.

cls.cnMay 14 10:43