July 8th Er Bing

I. Sector Popularity (total trading volume of limit-up stocks in parentheses): [Taogu Bar]

Computing Power (24.6 billion, medium) > Robotics (3 billion, low)

II. Hot Sectors and Stock Analysis (Red parts involve subjective comments; advanced traders may skip)

Semiconductors 603928 Xingye Co., Ltd. 9:54:23 Semiconductor photoresist, opened. 301321 Hanbo Hi-Tech 13:12:51 Wet electronic chemicals 603137 Hengshang Energy-Saving 14:23:06 Proposed acquisition of a storage company, opened. Seven consecutive limit-ups. 688508 Chipown Microelectronics Semiconductor, opened. 688691 Canxin Semiconductor Semiconductor, opened. Comment: The hype focuses on some domestic chips, mainly in the Huawei direction. Today, the high-standard stock Hengshang Energy-Saving opened; let's see if there is a profit-making effect tomorrow.

Computing Power 002396 Star-Net Ruijie 9:34:57 Interim report pre-increase + data center switches 301202 Langwei Co., Ltd. 9:38:24 Data center 002467 Erliusan 10:25:45 Data center, opened. 000948 Nantian Information 10:42:24 Data center 603183 Jianyan Yuan 13:23:25 Data center, opened. 300588 Xiling Information Computing power services, opened. 603380 Yidelong 9:30:49 AI servers 600094 Damingcheng 9:30:55 Computing power operations, two consecutive limit-ups. 603496 Hengwei Technology 9:37:23 Computing power leasing 300017 Wangsu Technology 10:08:45 Computing power leasing, opened. 002757 Nanxing Co., Ltd. 10:27:54 Computing power leasing 603881 Data Port 10:31:46 Computing power leasing 600602 Yunsai Zhilian 10:57:10 Computing power leasing, opened. 002642 Ronglian Technology 11:02:03 Computing power services 920857 Hongxi Technology 11:03:18 AI PC 603296 Huaqin Technology 11:20:33 AI servers, opened. 603339 Sifang Technology 13:04:41 Liquid cooling servers, opened. 300454 Shenxinfu 13:15:18 Computing power leasing, opened. 002152 Guangdian Yuntong 13:19:06 Computing power services 603285 Jianbang Co., Ltd. 14:17:34 AI computing power 001229 Meishi Technology 9:25:00 AI vision, two consecutive limit-ups. 000977 Inspur Information 9:25:00 Interim report pre-increase + AI servers 600756 Inspur Software 9:30:00 AI government affairs 300369 Lvmmeng Technology 13:33:39 AI security, opened. 002677 Zhejiang Meida 13:39:27 AI kitchen appliances, opened. 002841 ViewSonic 13:55:24 Interim report pre-increase + AI education, opened. Two consecutive limit-ups. 301251 Weiergao 15:00:00 AI power supply PCB, opened. Two consecutive limit-ups. Comment: Star-Net Ruijie's earnings pre-increase drove some sector effect; the rest of the computing power leasing concept is likely related to U.S. stocks. Today marks the first collective performance of the computing power direction recently; let's see sustainability and profit-making effect later.

III. Announcement Board 002546 Xinlian Electronics 9:36:21 Interim report pre-increase + virtual power plant, opened. 000524 Lingnan Holdings 9:25:00 Asset restructuring + tourism comprehensive 603661 Henglin Co., Ltd. 11:12:10 Investment in GPU company, opened. 002951 Jinshi Technology 13:49:03 Indirect investment in optical fiber company, two consecutive limit-ups.

IV. Other Limit-Up Stocks and Concept Hype 002350 Beijing Core Rui 10:20:15 Energy storage 600129 Taiji Group 9:42:58 Innovative drugs, opened. 600350 Shandong Expressway 15:30:56 Expressway, opened. 000506 Zhaojin Gold 10:00:27 Gold 001365 Tianhai Electronics 13:07:24 Robotics, two consecutive limit-ups. 600288 Daheng Technology 13:08:05 Robotics, opened. Three consecutive limit-ups. 002674 Xingye Technology 10:46:45 Acquisition of indium phosphide, opened. 002910 Zhuangyuan Ranch 11:04:36 Dairy 001208 Hualing Cable 9:25:00 Commercial aerospace 000759 Zhongbai Group 9:50:30 Commercial retail 001207 Lianke Technology 10:51:24 Carbon black, opened. 002490 Shandong Molong 9:52:15 Oil and gas equipment 600749 Tibet Tourism 9:37:25 Smart tourism, opened. 603313 Mengbaihe 14:11:01 Smart home

V. Data Talk: Today's number of stocks with >10% gain (including limit-up): 75; number of stocks with >10% loss: 74 Shanghai Composite: gainers 765, losers 1507. Trading volume: 1.1924 trillion ChiNext: gainers 310, losers 1068. Trading volume: 655.2 billion Beijing Stock Exchange: gainers 60, losers 259. Trading volume: 19.2 billion Stocks with >5% gain: 169; stocks with >5% loss: 663

VI. Market Popular Stocks: 603137 Hengshang Energy-Saving (Restructuring acquisition, seven boards) 600793 Yibin Paper (Oversold rebound, five boards)

Comment: Overall feeling is icy again. Last week was cold on trend tech stocks; this week even small-cap stocks are cold. Yesterday + today is a second consecutive freeze, and the index seems near its bottom. The recent correction has been fierce; let's first see the rebound strength to judge whether the bull market is still ongoing.