The ChiNext Index rose 1%, optical modules surged, and "Yizhongtian" stocks climbed together. The Hang Seng Tech Index jumped over 2% as tech stocks soared, with Tencent up more than 4%.
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On June 2nd, A-shares fluctuated upwards in the morning session. The three major indexes once fell collectively, then the Shenzhen Component Index and the ChiNext rebounded, with ChiNext rising nearly 2% at the start, the STAR 50 Index down 1%, and the Wind Micro-cap Index plunging nearly 3%. Coal, banking, and other sectors surged. Computing hardware warmed up. Optical communication and optical modules were strong. The photovoltaic industry chain, AI applications, and other concept stocks adjusted.
Hong Kong stocks opened high and moved higher. The Hang Seng Index and Hang Seng Tech Index both strengthened. The Hang Seng Tech Index surged over 3% in early trading. Tech stocks rebounded across the board, Tencent rose nearly 5%, Meituan jumped over 8%. Lenovo Group and Legend Holdings both rose. In the bond market, national bond futures fluctuated and differentiated. Commodity futures in China were mixed; Shanghai tin rose nearly 4%, lithium carbonate fell over 3%. Core market trends:
A-shares: As of publication, the Shanghai Index was down 0.19%, Shenzhen Component Index up 0.16%, ChiNext Index up 1.10%.
Hong Kong stocks: As of publication, Hang Seng Index was up 1.39%, Hang Seng Tech Index up 3.12%.
Bonds: National bond futures fluctuated and differentiated. As of publication, the main 30-year contract fell 0.10%, 10-year contract fell 0.01%, 5-year contract rose 0.01%, 2-year contract rose 0.01%.
Commodities: Domestic commodity futures performed mixed. As of publication, Shanghai tin was up over 3%, asphalt and crude oil up over 2%, fuel oil, coking coal, Shanghai copper, eggs, stainless steel up 1%, Shanghai aluminum, polysilicon, rubber, coke, iron ore, Shanghai nickel, container shipping index, platinum rose, manganese silicon, rebar, hot-rolled coil, industrial silicon, rapeseed, soybean meal, pulp, Shanghai silver fell, caustic soda, alumina, Shanghai gold, glass down more than 1%, lithium carbonate down more than 3%.
10:20
The Hang Seng Tech Index expanded its intraday rise to 3%, Meituan up over 8%, Tencent and BYD shares up over 5%, Alibaba up nearly 5%.
10:14
Optical module concept stocks surged, Dongshan Precision up over 6%, New Yisheng, Zhongji Xuchuang, Tianfu Communication and others rose.
10:10
The Hang Seng Tech Index rose up to 2% intraday, Meituan up over 6%, Lenovo up nearly 5%.
10:04
According to the Financial Times, Tencent is getting closer to launching the WeChat AI assistant. Tencent stock surged short-term, rising over 4% intraday.
09:59
Hong Kong stocks memory/storage concepts dropped, CSOP South 2x Long SK Hynix dropped over 9%, GigaDevice, CSOP South 2x Long Samsung Electronics fell over 3%, Montage Technology dropped over 2%.
09:54
Optical fiber concept stocks bucked the trend and strengthened, Hengtong Optic-Electric up over 9%, hit a new high, total market value topped 200 billion, Changfei Optical Fiber, Huiyuan Communication, Changying Tong, Yongding Co., Zhongtian Technology followed up.
09:53
Three major indexes turned negative collectively. ChiNext Index previously rose over 1.7%.
09:50
MLCC concept stocks were repeatedly active, Guoci Materials rose over 10%, hitting a new high. Lihexing, Torch Electronics, Hongyuan Electronics, Boqian New Material, Fenghua Hi-Tech followed up.
On the news side, Goldman Sachs analyst Nelson Armbrust pointed out in a recent research report that MLCC has become the third largest cost in the current AI server BOM cost structure, behind only GPU and memory chips.
09:45
Lab-grown diamond concept stocks rose rapidly, Huifeng Diamond up over 15%, Huanghe Whirlwind, Sifangda, Liliang Diamond, World followed up.
On the news side, Huifeng Diamond held a ceremony at Huifeng Digital Industry Park for the formal production of high thermal conductivity diamond powder. After scaling up production, annual capacity can reach 20 tons of high thermal conductivity diamond composites and powder.
09:42
Liquid-cooled server concept stocks rebounded in the morning, Allied hit daily upper limit, Bojie Co., Yihua Co. hit daily upper limit, Kerui Technology, Chuanhuan Technology, Dingtong Technology, Siquan New Material followed up.
On the news side, NVIDIA Vera Rubin rack-level system pushes single cabinet power toward 130kW, with chip internal time compression and system-level interconnect heat dissipation becoming the most certain technological evolution direction of the post-Moore era.
09:34
Robot concept stocks surged early. Zhongda Lid hit daily upper limit, Wuyang Automation, Lude Harmonic up over 10%, Haozhi Electromechanical, Sankyo Electric, Changsheng Bearing, Mould Plastics Technology followed up.
On the news side, at GTC Taipei, NVIDIA CEO Jensen Huang announced at the Keynote that the NVIDIA Isaac GR00T humanoid robot reference platform equipped with Sharpa Wave will officially debut for developers. This reference humanoid robot is jointly launched by Sharpa, NVIDIA and Unitree.
09:31
ChiNext Index rose over 1%, oil & gas, AIPC, non-ferrous metals among top gainers. Nearly 2,500 stocks in Shanghai, Shenzhen, Beijing exchanges rose.
09:26
Shanghai Index opened up 0.09%, ChiNext Index up 0.92%. Unitree Robotics, AI applications, cloud computing, CPO concept stocks active. Superhard materials, glass fiber weakened. Liquor and electricity sectors depressed.
09:21
Hang Seng Index opened down 0.01%, Hang Seng Tech Index up 0.62%. Li Ning up over 4%, BYD shares, Kingdee International up over 3%, Lenovo Group, CATL up nearly 3%.
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