AI PC concept stocks surged, with Hongxi Technology hitting the 30cm daily limit.
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Advanced packaging concept stocks rebounded after fluctuations; Huatian Technology surged to its daily limit.
Mars Finance reports that advanced packaging concept stocks rebounded after a period of fluctuation, with Huatian Technology hitting the daily limit, followed by gains in Dagang Shares, Yongxi Electronics, Changjiang Electronics Technology, Tongfu Microelectronics, Shenzhen Technology, and Jingfang Technology. In related news, He Tingbo, head of Huawei's semiconductor division, released version V2 of "Time Miniaturization Theory for Multi-Level Electronic Systems" ("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)
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)
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)
Edge AI concept stocks fluctuated and strengthened, with Rockchip hitting the daily limit.
Mars Finance reports that AI-related stocks on the edge of the market rallied in early trading, with Rockchip Technology hitting the daily limit, followed by Transsion Holdings, Allwinner Technology, Pinming Technology, Espressif Systems, VeriSilicon Holdings, and Hengxuan Technology. In related news, Broadcom announced an expanded strategic partnership with Apple, extending its custom ASIC chip contract to 2031. Broadcom will develop and supply custom AI acceleration chips for multiple generations of iPhones, Macs, and Vision Pro products, strengthening its AI computing power deployment on the edge. (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)