[Red envelope] 6.29 Preview: 5,000 are poised to rise! How should you respond to next week’s market? Check this out!

Brothers, there are plenty of positive news this week. Many people will make a mistake and treat the news as scattered positive news.[TaoGuBa]

But Brother Zhuang tells you directly: all clues this week will eventually converge on one direction: Tech continues to cluster for pricing, no second main line.

Let's briefly discuss the news:

1. Hardware prices are rising across the board.

Hard drives, memory, CPUs, power supplies, and graphics cards are all increasing in price. Apple has started sourcing products from ChangXin Memory.

Power semiconductors are adjusting prices simultaneously; Yangjie Technology and Macro Micro Technology have initiated a second round of price adjustments within the year.

Semiconductor gas inventory has fallen below one month and entered a tight supply range.

In the wafer sector, GlobalWafers, Hejing, and Tai Sheng Ke have collectively released price hike signals.

To be honest, Brother Zhuang, many people only see the positive impact of price increases, but the truly important signal is that the industry chain is shifting from expected recovery to real profit realization.

Brother Zhuang subjectively judges that this line is the most definite main line going forward, because the price hike logic reflects the real feedback from the AI industry chain.

But Brother Zhuang must remind you: tomorrow this line is likely to see a collective gap-up. Whether it can sustain after the gap-up is the key.

On individual stocks, for this line, the core beneficiaries in the storage direction are GigaDevice, as the exclusive agent for ChangXin Memory, directly benefiting. For packaging and testing, look at Shenzhen Tech and Changdian Technology. For power semiconductors, look at Yangjie Technology and Silan Micro. For the wafer direction, look at Lion Micro and Youyan Silicon.

2. Computing power going overseas is accelerating.

Exports of optical modules above 800G have grown more than 100 times year-on-year.

Musk has acquired an optical module company.

This shows that global AI infrastructure continues to expand.

This indicates that computing power is not over but has entered a second phase. Phase one was hype; phase two is competing for overseas orders. Once computing power enters the overseas logic, the valuation system must switch from domestic pricing to global pricing, and the space is completely different.

But Brother Zhuang also honestly admits that the position of the optical module sector is already not low. If funds continue to attack collectively tomorrow, it means the market recognizes the global pricing logic. If it surges and then falls back, it means short-term funds need a rest.

On individual stocks, for this line, the core beneficiary is the optical module leader Zhongji InnoLight, with over 40% market share in 800G optical modules, ranking first globally. Eoptolink and Tianfu Communication follow closely. Yuanjie Technology, Guangxun Technology, and Linktel Technology are also on this chain. Huagong Tech's optical interconnect business overseas exports grew 122% year-on-year.

3. Memory ETF includes GigaDevice with a weight of 2.91%.

Many people will skip this news directly, but Brother Zhuang thinks this one is seriously undervalued because it's not sentiment news but an institutional pricing action.

Once the ETF begins to include the weighting, storage shifts from a cyclical stock to an asset pricing logic.

Brother Zhuang uses an analogy: before, storage was about trading based on price fluctuations; from now on, it may be about trends based on allocation ratios.

This shift is critical but needs time to verify; it won't be completed in one day tomorrow.

For this line, the core beneficiary is GigaDevice as a direct beneficiary. Shenzhen Tech and Taiji Industrial are deeply supporting ChangXin's capacity in the packaging and testing segment.

4. Semiconductor material price increases are realized.

Do-Fluorine has stated that hydrofluoric acid prices have increased by 20% to 30%, and they supply TSMC and ChangXin Memory in bulk. There is no expectation here, only prices.

Brother Zhuang believes this line is the most direct among all current news because prices have already changed—no guessing needed.

But Brother Zhuang also has a concern: the material side has always been a cyclical product. Whether the price hike can be sustained depends on whether downstream demand truly recovers, not just a one-time event.

So Brother Zhuang holds a cautiously optimistic attitude toward this line. The price hike is real, but sustainability needs observation.

On individual stocks, for this line, the core beneficiary is Do-Fluorine as a direct beneficiary. It has an existing capacity of 40,000 tons of semiconductor-grade G5 hydrofluoric acid, with capacity utilization maintained at a high level.

5. The electronics industry's profit increased by 103%.

Brother Zhuang thinks this is the most important piece of news among all, but also the most overlooked by the market—that is the earnings line.

It means one thing: the entire tech chain has already begun to compete on interim reports. Therefore, a shift will occur in the market in the coming days—from storytelling to looking at earnings, from hype to betting on realization.

But the shift won't be completed in one day; there will be back-and-forth, requiring patience.

For this line, the core beneficiary is Foxconn Industrial Internet, the most clear-cut target for earnings realization.

After breaking down all the news, let's make a summary:

The market's tech industry chain has entered a resonance cycle of price hikes + profits + overseas expansion. Going forward, focus only on three directions:

First, the semiconductor price hike chain: storage, materials, wafers. This is the main line. Brother Zhuang believes this cannot weaken; if it does, overall divergence occurs.

Second, the computing power overseas chain: optical modules, high-speed connections. This is an incremental direction. Brother Zhuang believes this determines whether the market has a second wave.

Third, the electronics earnings chain: profit verification. Brother Zhuang believes if the earnings line does not move, the market is just a theme. If it moves, the market upgrades.

Now look at the tier positioning. Only the structure is given; no instructions.

For the storage/materials/wafer line: No.1 is GigaDevice, No.2 is Shenzhen Tech, No.3 is Youyan Silicon.

For the computing power/optical module overseas line: No.1 is Zhongji InnoLight, No.2 is Eoptolink, No.3 is Guangxun Technology.

For the electronics earnings line: No.1 is Foxconn Industrial Internet, No.2 is Luxshare Precision, No.3 is Changdian Technology.

For the No.1, No.2, No.3 of these three lines, check the pre-market bidding signals yourself. Who is strong and who is weak is clear at a glance.

Brother Zhuang's final view is very clear: tech is the only main line; all other directions are just supporting roles. Realized price hikes over the weekend, global expansion overseas, and profit verification from earnings—three signals are resonating simultaneously. This combination is very rare in this year's market.

But Brother Zhuang also tells the truth: no matter how good the logic, it needs market confirmation. Tomorrow's pre-market bidding is the first test.

If funds don't recognize it, the logic is useless no matter how strong.

If funds do recognize it, this is the starting point of a new round of upward trend.

The rest is up to the market.

Tomorrow's bidding will reveal the truth.

The comments section is yours. Tell us which line you plan to watch tomorrow—storage/materials or optical module overseas, or if you have your own favored direction. See you in the comments.

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