After extreme divergence, will a bull market with rotating sector rallies emerge?

Guosen Securities' latest research notes that fundamental improvements are spreading from the new economy to the old economy. With PPI returning to positive territory and net profit growth across all A-share companies rebounding, coupled with sustained inflows from insurance funds, private equity, and margin financing, conditions for sector rotation and sequential rallies are materializing. The rotation path may unfold sequentially from tech hardware → AI applications, intelligent manufacturing, and innovative pharmaceuticals → real estate, baijiu, and securities firms.

wallstreetcnJun 10 16:31

Express News | Optical fiber stocks remained active, with Taichen Optics hitting the 20% daily trading limit.

BreakingsJun 9 10:08

Express News | Prices of high-end optical fiber preforms have surged by nearly 550%. Industry insiders note that the supply shortage of optical preforms will remain periodically entrenched in the short term.

BreakingsJun 4 20:45

Micron Stock Keeps Rising But Chinese Memory-Chip Makers Are Closing the Gap -- Barrons.com

Barron'sJun 3 23:31

China has achieved a significant breakthrough in optical communication technology, with the world's first three-band ultra-low-loss multi-core optical fiber cable line officially entering service.

The world's first ultra-low-loss multi-core optical fiber cable line supporting the S+C+L triple-band (short band + conventional communication band + long band) has recently been officially completed and commissioned in Qingdao, Shandong. This new optical fiber line surpasses the transmission capacity limits of traditional fibers, marking a new commercialization phase for China's space-division multiplexing fiber and multi-band integration technology, and offering an innovative technical solution for computing interconnectivity and ultra-high-bandwidth transmission in the intelligent era. The triple-band refers to the S-band (short band), C-band (conventional communication band), and L-band (long band) of optical communication signals, representing a core upgrade direction for AI computing power, all-optical networks, and 5G-A/6G.

Gelonghui FinanceJun 2 21:17

Changjiang Communications (600345.SH): Currently not involved in autonomous driving-related businesses.

Gelonghui, June 2 — Changjiang Communications (SHA: 600345) stated on an investor interaction platform that the company is currently not involved in autonomous driving–related businesses and has not participated in infrastructure projects such as intelligent connected vehicle service platforms or smart parking facilities.

Gelonghui FinanceJun 2 18:51