Advanced packaging concept stocks rebounded after fluctuations; Huatian Technology surged to its daily limit.
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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 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)
Semiconductor equipment stocks rebounded after a period of volatility, with Lianlian Technology and Huafeng Measurement & Control both rising by more than 10%.
Mars Finance reported on July 8th that semiconductor equipment stocks rebounded after a period of fluctuation, with Liandong Technology and Huafeng Measurement & Control both rising by over 10%, followed by Zhongke Feice, Shengmei Shanghai, and Fuchuang Precision. In related news, Liandong Technology released its 2026 semi-annual performance forecast, projecting net profit attributable to shareholders of the parent company to be between 21 million and 29 million yuan, representing a year-on-year increase of 73.39% to 139.44%; and projecting net profit excluding non-recurring items to be between 16.1 million and 24.1 million yuan, representing a year-on-year increase of 121.55% to 231.64%. (Science and Technology Treasure Broadcast)
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)
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)