Robotics concept stocks continue their strong performance; Leadsun Intelligent achieves three consecutive daily limit-up moves.
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Semiconductor silicon wafer concept stocks continued to strengthen, with GRINM Silicon hitting the 20% daily limit.
According to Mars Finance, the semiconductor silicon wafer concept stocks continued to strengthen, with GRINM Silicon hitting the 20cm daily limit, Shanghai Hejing rising nearly 10%, and Shanghai Silicon Industry, TCL Zhonghuan, Lianyong Microelectronics, and Zhongjing Technology following suit. In terms of news, a research report from Caitong Securities pointed out that in mid-May this year, global silicon wafer leaders Shin-Etsu Chemical, SUMCO, and GlobalWafers initiated their second round of price increases this year. The price of 12-inch conventional silicon wafers increased by 5% to 8%, while high-end special-purpose silicon wafers adapted for AI/HPC scenarios saw increases of 18% to 22%. The cumulative increase from the two rounds of price increases this year exceeds 15%. (Cailian Press)
US chip stocks continued their pullback at the open, with SanDisk falling 6.5%.
According to Mars Finance, on July 7th, based on BIT (bit.com) market data, US stocks opened with the Dow Jones Industrial Average up 0.09%, the S&P 500 down 0.22%, and the Nasdaq Composite down 0.6%. Chip stocks continued their pullback, with SanDisk (SNDK.O) down 6.5%, Western Digital (WDC.O) down 6.7%, and Micron Technology (MU.O) down 6.07%. SpaceX (SPCX.O) fell 1.7%, having officially been included in the Nasdaq 100 index today.
EDA concept stocks continued to rise, with Huada Jiutian approaching its 20% daily limit.
Mars Finance reported on July 6th that EDA concept stocks continued to rise, with Huada Jiutian approaching its 20cm daily limit, following Gelun Electronics' 20cm limit. Guangli Microelectronics, Anlu Technology, and Shentong Metro also saw gains. In terms of news, a research report from BOCOM International Securities pointed out that logic folding is the core engineering practice of Tao's Law. It distributes gate circuits on the critical path to vertically stacked active layers, achieving gate-level three-dimensional interconnection through ultra-fine pitch hybrid bonding. Advanced packaging is the technological foundation for logic folding, while the EDA toolchain represents the biggest incremental opportunity for logic folding. (KeGuBao Broadcast)
Liquid-cooled server concept stocks performed strongly, with Dayuan Pump Industry hitting the daily limit.
According to Mars Finance, liquid-cooled server concept stocks are performing strongly, with Dayuan Pump Industry hitting the daily limit, Feilong Shares nearing the limit, and Binglun Environment, Tongfei Shares, Tenglong Shares, and Yingweike following suit. On the news front, a research report from Everbright Securities believes that the rapid increase in computing power from AI, HPC, and hyperscale data centers is leading to a continuous increase in the heat density of data centers. Traditional air-cooling solutions are gradually becoming insufficient to meet the demands of high-power-density scenarios, and liquid cooling is becoming an essential solution for efficient heat dissipation. (Cailian Press)
The concept of computing power leasing continues to rise, with multiple stocks, including YunSai Zhilian, hitting the daily limit.
According to Mars Finance, the computing power leasing concept continues to rise, with YunSai Intelligent Link and DataPort hitting the daily limit. Previously, Wangsu Science & Technology, Hengwei Technology, Nanxing Shares, and 263 had also hit the daily limit, while Sangfor Technologies and Feilixin both rose by more than 14%. (Cailian Press)
Switch concept stocks remain active, with Feilingco rising nearly 15%.
Mars Finance reports that the switch concept stocks rebounded strongly in the afternoon, with Feilingkesi rising nearly 15%. Previously, Ruijie Networks had achieved four limit-up days in five trading days, with Ruijie Networks rising over 10%. Shengke Communication, Unisplendour Corporation, Hengwei Technology, and Gongjin Technology also followed suit. In terms of news, Ruijie Networks announced that it expects its Q2 net profit to increase by 632%-955% quarter-on-quarter. A research report from Shanxi Securities states that AI data center switches are entering a period of triple resonance: increased demand, speed upgrades, and domestic substitution. Major internet companies, operators, government and enterprise cloud providers, and intelligent computing centers continue to expand production, and the adoption rate of domestic switches, switching chips, and networking solutions is expected to rise. (Cailian Press)