Technology stocks are experiencing a new surge, AI computing hardware remains active, and solid-state batteries may become a potential ‘successor’.

Introduction: ① The technology stocks are making a comeback, with AI computing hardware stocks experiencing a collective surge, and several core targets hitting new highs. Future attention may be given to the opportunities for extended sector rebounds; ② Semiconductor chip stocks are strengthening, led by AI chips, and domestic computing chains (equipment, materials, cloud services) may continue to benefit going forward; ③ Core stocks in solid-state batteries maintain their strength, with stable holdings, and if technology stocks undergo correction, this sector is expected to absorb the market.

The market showed a strong rebound yesterday, with the ChiNext Index and the STAR Market both rising over 5%, and the Shanghai Composite Index is also nearing its previous highs. Given the further expansion of trading volumes, the market may continue to have upward momentum; however, the current structural differentiation remains evident, necessitating a focus on several major core hotspots.

From the market perspective, technology stocks are making a comeback, catalyzed by Oracle’s receipt of a major order from OpenAI, which has again boosted market confidence in AI computing. AI computing hardware stocks collectively surged again yesterday, with core stocks such as Hon Hai Precision Industry, Shenghong Technology, Dongshan Precision, and Unimicron Technology setting new highs. Additionally, certain extended sub-sector directions also benefited, with the liquid-cooled server segment being particularly notable; popularity stock Chuzhong Technology achieved a three-day consecutive rise, while Siquanzai New Materials reached a new high. Furthermore, in the afternoon of yesterday, the copper cable sector also received a funding boost, primarily driven by the proposed concept of CPC (Co-Packaged Copper Interconnect) by the two major leaders, Xuchuang and Luxshare Precision, which resulted in Luxshare Precision hitting its daily limit. As core stocks reach relatively high levels, it is expected that more funds will seek to explore sub-sector rebound opportunities with anticipated differences.

The semiconductor chip stocks are also strengthening, with stocks like Hygon Information and GigaDevice reaching their daily limits, while Cambrian Intelligence also rose over 8%. AI chips are leading the charge, which essentially continues to be an extension speculation of computing hardware. This is expected to extend further into the entire domestic computing chain, with relevant semiconductor equipment, materials, and cloud services likely to benefit again.

Additionally, the solid-state battery sector should not be overlooked; while the market style has returned to being dominated by technology, core solid-state battery stocks, such as Lead Intelligent, Guoxuan High-Tech, Tianci Materials, and Eve Energy, have maintained a strong upward structure with stable holdings. If technology stocks undergo a correction again, the solid-state battery sector, which has experienced a short-term consolidation, is expected to strengthen further and take on the role of absorbing market capacity.