A-shares are essentially three main themes:


① AI chips (Cambricon, Hisilicon, Rilan Technology, Zhaoyi Innovation)
② Semiconductor equipment (NAURA, NAURA, TuoJing Technology)
③ Optical modules/CPO (New Easun, Inspur Xuchuang, Tianfu Communication, Shijia Photonics, Changguang Huaxin)
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