Market Overview - The market experienced a rebound, with the ChiNext Index rising over 2% and reaching a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion, an increase of 443 billion compared to the previous trading day [1] - At the close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [1] Sector Performance - The speed of sector rotation accelerated, with multiple stocks hitting new highs during the session [1] - The AI sector continued to perform strongly, with stocks such as Inspur Information, Cambridge Technology, and Huagong Technology reaching their historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The semiconductor industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimetech all hitting new historical highs [1] Declining Sectors - The port and shipping sector experienced a collective decline, with Nanjing Port dropping over 9% at one point [1] - Sectors such as gaming, AI applications, and controllable nuclear fusion saw the largest gains, while the port and shipping, precious metals, and oil and gas sectors faced the largest declines [1]

Market Overview - The A-share market experienced a volatile upward trend, with the ChiNext Index rebounding and rising over 2%, reaching a new three-year high [1] - The total trading volume of the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1][7] - The market showed rapid rotation of hot sectors, with several stocks hitting new highs during the session [1] Sector Performance - The AI sector continued to perform strongly, with stocks like Inspur Information, Cambridge Technology, and Huagong Technology hitting the daily limit and reaching historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The chip industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimete Gas all experiencing substantial increases and reaching historical highs [1] - Conversely, the port and shipping sector collectively declined, with Nanjing Port dropping over 9% at one point [1][2] Index Performance - As of the market close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [3][4]

Group 1 - The CPO concept has shown sustained activity in the afternoon of September 25, with companies like Cambridge Technology and Huagong Technology hitting the daily limit and reaching historical highs [1] - New Yisheng, Far East Holdings, Guangxun Technology, Zhongji Xuchuang, and Guangku Technology also experienced significant gains [1]

格隆汇9月25日｜A股市场午后CPO概念持续活跃，剑桥科技、华工科技涨停，双双创历史新高，新易 盛、远东股份、光迅科技、中际旭创、光库科技涨幅靠前。 ...

CPO概念震荡反弹，剑桥科技涨停，新易盛、永鼎股份、光迅科技、中富电路、通富微电、中际旭创等 跟涨。 ...

Group 1 - The core viewpoint is that computing hardware stocks experienced a rebound, with Inspur Information hitting a historical high and surpassing a market capitalization of 110 billion [1] - Other companies in the sector, such as Huagong Technology, approached their daily limit increase, while Guangku Technology, Cambridge Technology, Guangxun Technology, Unisplendour, and Ruijie Networks also saw gains [1]

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with Huagong Technology hitting the daily limit, and Xinyi Sheng rising over 6% [1] - Other notable performers included Shuguang Shuchuang, Guangku Technology, Cambridge Technology, and Guangxun Technology, all increasing by over 5% [1] - The overall market sentiment is positive, indicated by the formation of a MACD golden cross signal, suggesting a strong upward trend for these stocks [2] Group 2 - Huagong Technology (code: 000988) saw a rise of 9.92%, with a total market capitalization of 98.1 billion and a year-to-date increase of 126.46% [2] - Xinyi Sheng (code: 300502) increased by 6.98%, with a market cap of 377.1 billion and a year-to-date rise of 361.40% [2] - Other companies like Shuguang Shuchuang (5.91% increase, 21 billion market cap, 55.73% YTD), Guangku Technology (5.89%, 32.9 billion, 172.17% YTD), and Cambridge Technology (5.42%, 32.1 billion, 196.26% YTD) also showed strong performance [2]

Group 1 - Cambridge Technology's stock rose by 5.11% to 119.32 CNY per share, with a trading volume of 1.614 billion CNY and a turnover rate of 5.19%, resulting in a total market capitalization of 31.98 billion CNY [1] - The company, established on March 14, 2006, and listed on November 10, 2017, focuses on the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] - The revenue composition of the company includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [1] Group 2 - According to data, one fund under Galaxy Fund holds a significant position in Cambridge Technology, with the Galaxy Technology Growth Mixed Initiation A Fund (022704) holding 10,700 shares, accounting for 4.39% of the fund's net value, ranking as the eighth largest holding [2] - The Galaxy Technology Growth Mixed Initiation A Fund has achieved a return of 53.89% year-to-date, ranking 929 out of 8173 in its category, and a cumulative return of 53.87% since inception [2] Group 3 - The fund manager of Galaxy Technology Growth Mixed Initiation A Fund is Gao Peng, who has been in the position for 4 years and 131 days, with the fund's total asset size at 11.5238 million CNY [3] - During Gao Peng's tenure, the best fund return was 54.19%, while the worst return was -20.16% [3]

Group 1 - The optical communication module sector experienced a decline of 2.56% [1] - Among the companies, Hangdian Co., Ltd. saw a drop of 5.97% [1] - Guangku Technology and Tengjing Technology fell by 5.56% and 5.53% respectively [1] Group 2 - Changfei Optical Fiber, Zhongji Xuchuang, and Cambridge Technology all reported declines exceeding 4% [1]

Company Overview - Cambridge Technology Co., Ltd. is located in Minhang District, Shanghai, and was established on March 14, 2006, with its listing date on November 10, 2017. The company specializes in the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1]. Business Segmentation - The revenue composition of the company is as follows: - Telecommunications broadband: 55.66% - Wireless networks and small base stations: 28.82% - High-speed optical modules: 13.46% - Edge computing and industrial interconnection products: 2.01% - Others: 0.06% [1]. Market Performance - On September 24, the stock price of Cambridge Technology fell by 5.26%, reaching 108.90 CNY per share, with a trading volume of 468 million CNY and a turnover rate of 1.59%. The total market capitalization is 29.187 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Great Wall Fund holds shares in Cambridge Technology. The Great Wall Jiuxiang Mixed A Fund (001613) held 36,600 shares in the second quarter, accounting for 5.19% of the fund's net value, making it the sixth-largest holding. The estimated floating loss today is approximately 221,400 CNY [2]. Fund Manager Performance - The fund manager of Great Wall Jiuxiang Mixed A Fund is Liu Jiang, who has been in the position for 6 years and 170 days. The total asset size of the fund is 125 million CNY, with the best fund return during his tenure being 134.79% and the worst being 38.8% [3].