STAR Market Daily: ST Qingyue may face mandatory delisting due to significant violations, and JinkoSolar plans to sell a 75.1% stake in its U.S. factory.
① China's first dual-core atomic quantum computer has been successfully developed; ② Four departments issued the 'Action Plan for Promoting the Mutual Empowerment of Artificial Intelligence and Energy'; ③ DeepSeek plans to raise up to RMB 50 billion.
The influx of incremental capital has driven market gains, with a focus on the rotation opportunities within the chip and computing power supply chains.
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Earnings Meeting of STAR Market Semiconductor Equipment Companies: Strong Order Demand Amid High Growth, Enterprises Accelerate Capacity Expansion and 'Going Global' Strategy
① The sector is experiencing high prosperity driven by the explosive demand for AI computing power, advancements in advanced packaging technologies, and the recovery of the storage industry cycle, leading to robust demand in a new round of the industrial chain; ② The semiconductor equipment industry is rapidly entering a new phase of development characterized by both platformization and integration. The technology iteration cycle has significantly shortened, and the pace of product upgrades continues to accelerate.
Just 1.7% Away! 'Cold King' Stock Price Aiming for 2,000 Yuan, Over 20 Stocks Achieve Record Trading Volumes, These Sectors Remain Highly Active
① Today, Cambricon's share price reached a new historical high, surging to 1,966 yuan during trading, just 1.7% away from the 2,000-yuan mark. ② Cambricon's trading volume hit a record high today, with its margin financing balance also surpassing 20 billion yuan, marking an all-time high. ③ Among the stocks that set new highs in trading volume today, electronic stocks accounted for nearly half, while power equipment stocks were also relatively prominent.
The market is expected to continue its upward momentum with fluctuations after the holiday, focusing on rotation opportunities in popular sectors such as semiconductors and lithium batteries.
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This company signs a major computing power service contract with a maximum value of 19 billion yuan | Post-market announcement highlights
Jinli Huadian: Plans to purchase equity in Zhongke Xiguang; trading suspension begins on May 6.