Switch concept stocks remain active, with Feilingco rising nearly 15%.
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Advanced packaging concept stocks were active in early trading, with Huada Jiutian rising over 10%.
According to Mars Finance, advanced packaging concept stocks were active in early trading, with Huada Jiutian rising over 10%, followed by Liandong Technology, Huatian Technology, MicroNano, JCET Group, and Tongfu Microelectronics. This surge is attributed to news that He Tingbo, head of Huawei's semiconductor division, released version 2 of "Time Miniaturization Theory for Multi-Level Electronic Systems" (also known in the industry as "Tao's Law") on July 3rd, clarifying five key technologies for implementation: LogicFolding unit-level 3D stacking, hybrid bonding, TSV, unified bus, and Hi-ONE optical engine. (Cailian Press)
The computing power leasing concept rebounded after fluctuations, with Wangsu Science & Technology rising nearly 15%.
According to Mars Finance, the computing power leasing concept stocks rebounded in early trading, with Wangsu Science & Technology rising nearly 15%, followed by Sangfor Technologies, Cloudwalk Technology, UCloud, Aofei Data, and Xiechuang Data. Galaxy Securities believes that computing power leasing companies are currently exploring a "token factory" cooperation model with large-scale model providers, gradually evolving from the underlying "selling resources" model to a "selling output" model. Computing power leasing companies will provide MaaS services and share the benefits of the token boom through a token-sharing profit model. (Cailian Press)
AI server concept stocks were active in early trading, with Inspur Information hitting the daily limit.
According to Mars Finance, AI server concept stocks were active in early trading, with Inspur Information hitting the daily limit, Unisplendour Corporation hitting the daily limit for the third time in seven days, and Huaqin Technology, Sugon, and Digital China among the top gainers. In terms of news, Inspur Information released its earnings forecast, expecting net profit attributable to shareholders of the parent company to be between 2.6 billion and 3.1 billion yuan in the first half of 2026, a year-on-year increase of 226%-288%; net profit excluding non-recurring items is expected to be between 2.055 billion and 2.555 billion yuan, a year-on-year increase of 206%-280%. (Cailian Press)
Memory chip concept stocks opened sharply higher, with Jiangbolong rising over 10%.
According to Mars Finance, memory chip concept stocks opened sharply higher this morning, with Jiangbolong rising over 10%, followed by CECPORT, Biwin Storage, Langke Technology, Puran Technology, and Shannon Semiconductor. On the news front, on the evening of July 3rd, Jiangbolong, a leading stock in the memory chip sector, released its earnings forecast, projecting net profit attributable to shareholders of 9.2 billion to 11 billion yuan for the first half of 2026, representing a year-on-year increase of 62,204%-74,394%. Furthermore, industry insiders confirmed that the news of Samsung's plan to raise DRAM prices by 20% in the third quarter is true, and Samsung has already verbally notified some customers of the price increase. (Cailian Press)
AI PC concept stocks surged, with Hongxi Technology hitting the 30cm daily limit.
According to Mars Finance, stocks of AI server and switch computing hardware continued to be active, driving a surge in AI PC concept stocks. Hongxi Technology hit its 30% daily limit, Thunderobot Technology rose over 15%, and Huaqin Technology, Huwei Intelligent, Yidao Information, and Lianyun Technology followed suit. (Cailian Press)
Hong Kong-listed AI stocks rallied, with Huiju Technology rising nearly 9%.
Mars Finance reported on July 8th that Hong Kong-listed artificial intelligence stocks rallied, with Huiju Technology (01729.HK) rising 8.96%, Shanghai Fudan (01385.HK) rising 5.53%, and Lenovo Group (00992.HK) rising 4.41%. (Science and Technology Treasure Broadcast)