AI Power Fuels Market Rebound
Advertisements
The AI computing power concept led the gains, with Taicheng Light (300570.SZ) surging by 20%, Tonghe Technology (300491.SZ) increasing by 14.8%, Oulutong (300870.SZ) climbing 12.54%, and Zhaolong Interconnect (300913.SZ) rising over 11%. Additionally, Zhongheng Electric (002364.SZ) saw a gain of 10%.
Advertisements
Meanwhile, ByteDance is expected to have capital expenditures reach 160 billion RMB in 2025 to create a self-controlled large-scale data center cluster that will provide a robust computing foundation for its AI business, facilitating the ongoing development of features such as supporting the Doubao big model.
Advertisements
Anker Innovations (300866.SZ) grew by 6.75%, driving innovation in charging technology and smart hardware, with its gallium nitride fast charging products receiving wide acclaim in the global marketChangying Precision (300115.SZ) saw a rise of 5.32%, using precision mold manufacturing and CNC processing technology to provide high-quality products in consumer electronics precision component manufacturing.
According to a research report from Guotai Junan, mobile phones and other consumer electronics are set to benefit from the expansion of new subsidies and the catalysis of new technologies and products at CES 2025. The National Development and Reform Commission proposed subsidies for personal consumers purchasing digital products, including smartphones, tablets, and smartwatchesAs a result, 3C product manufacturers and supply chain companies may see benefits
Advertisements
CES 2025, as a barometer for consumer electronics trends, is expected to lead a new round of technology and product innovations, focusing on AI-enabled consumer electronics upgradesSmart wearable products like AI-enabled glasses are worthy of ongoing attention.
The semiconductor sector also demonstrated active performance, with Cambrian (688256.SH) rising by over 10%, Rockchip (603893.SH) up by 10%, Haiguang Information (688041.SH) increasing by 9.68%, and Zhongke Blue Communication (688332.SH) climbing over 8%.
- Foreign Investors Heavily Sell Off Korean Won
- The 48-Hour Collapse of Silicon Valley Bank
- 10-Year U.S. Treasury Yields May Soar to 5%
- Overvalued U.S. Market
- NVIDIA Takes a Dive!
This news has significantly boosted expectations for the semiconductor industry, particularly in the realm of AI computing power chips.
The controlled nuclear fusion concept gained strength, with Yongding Co(600105.SH), Dongfang Tantalum (000962.SZ), Yingliu Co(603308.SH), and Dongfang Precision (002611.SZ) all rising by 10%.
CITIC Securities' research report indicates that nuclear fusion is expected to become the ultimate energy source in civilian power generationAs the industry's interest continues to surge amidst a clearly defined technological pathway and increased investment from various countries, the pace of commercialization of fusion reactors is anticipated to exceed market expectationsThe global market size for nuclear fusion devices is expected to reach 2.26 trillion RMB between 2030 and 2035, with components such as high-temperature superconducting tapes and vacuum chamber first walls having significant investment value.
On the downside, sectors such as influenza medication, weight loss drugs, and traditional Chinese medicine faced declines, with Plankton Pharmaceuticals (002864.SZ) dropping over 8% and Guilin Sanjin (002275.SZ) decreasing by 7.43%. Additionally, coal stocks also exhibited weakness, with Anyuan Coal Industry (600397.SH) and China Coal Energy (601898.SH) both declining.
Leave Your Comment