The electronic chemicals sector ranks among the top in terms of gains, with storage chip-related stocks remaining highly active.

① This week, the three major A-share indices showed mixed performance, with the ChiNext Index surging 3.50% on a weekly basis, reaching a new all-time high; ② The electronic chemicals sector led the gains, with Zhongchuan Special Gas rising 82.30% over the week; ③ Stocks related to memory chips remained highly active, driven by the rapid expansion of AI computing infrastructure, which may continue to push memory chip prices higher.

cls.cnMay 16 14:16

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.cnMay 16 10:29

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

AI-driven price hikes reach niche memory market: Structural shortages triggered by factory shutdowns, with SLC NAND prices expected to surge 120% within the year.

① Niche memory has taken over mainstream memory, with prices starting to rise sharply this year; ② Multiple market insiders predict that niche memory will continue to see aggressive price increases; ③ Domestic listed companies specializing in niche memory are mainly focused on the design segment, each excelling in specific fields.

cls.cnMay 15 13:33

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

Montage Technology Earnings Call: Multiple New Products to Enter Large-Scale Commercial Use, AI Inference Drives Expansion of Interconnect Chip Market

① Yang Chonghe, Chairman and CEO of Montage Technology, stated that the shift of AI from training to inference, as well as the surge in new applications such as Agent, has a positive impact on the expansion of the global interconnect chip market; ② Stephen Kuong-Io Tai, Director and General Manager of Montage Technology, noted that with the mass production of server and CPU platforms supporting CXL3.0, more advanced memory pooling solutions will be gradually implemented.

cls.cnMay 14 21:17