Changxin Concept Stocks React to Market Rumors: What Is the Logic Behind the Surge?

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[Caixin.com] Domestic DRAM leader Changxin Technology updated its IPO filing materials for the STAR Market on May 17, with performance far exceeding market expectations, and the company is scheduled to be reviewed on May 27. Another storage leader, Yangtze Memory, has also completed its IPO counseling and filing with the Hubei Securities Regulatory Bureau, and related concept stocks continue to be strongly pursued by the market.

Since May, leveraged funds have been highly concentrated in core targets across the AI and semiconductor industry chains. Optical module leaders such as InnoLight (300308.SZ) and NeoPhotonics (300502.SZ), as well as AI chip targets such as Cambricon (688256.SH) and Zhaoxin Information (688041.SH), have seen large capital inflows, reflecting a consistent preference for computing hardware. Among them, stocks in the storage industry chain have performed particularly strongly. Lontium (688008.SH), GigaDevice (603986.SH), and Panchip (688525.SH) have all moved into the forefront as a group, echoing the industry-wide leading position of the technology-driven track. Among optical module leaders, InnoLight has recently surpassed China Ping An due to recent capital inflows, becoming the stock with the largest net inflow of leveraged funds this year.

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