Edge AI concept stocks fluctuated and strengthened, with Rockchip hitting the daily limit.
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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)
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)
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)
In the afternoon, the robotics concept stocks surged again, with over 40 stocks, including Green Harmonic, hitting their daily limit.
According to Mars Finance, the robotics concept stocks surged again in the afternoon, with over 40 stocks including Green Harmonic, Top Group, Joyson Electronics, Guangyang Shares, and Fengguang Precision hitting their daily limit. Dozens of other stocks, such as Wanda Bearing, Haozhi Electromechanical, Fengli Intelligent, and Orbbec, rose by more than 10%. (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)
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)