Xuan Gu Bao·2025-06-18 08:50Market Overview - The market experienced a rebound with all three major indices slightly up, driven by strong performance in computing hardware stocks, particularly in PCB and CPO sectors [1] - Notable stocks that hit the daily limit include Yihua New Materials, Kexiang Co., and Huadian Co. [1] - Banking stocks showed volatility but strengthened, with Agricultural Bank, Pudong Development Bank, and Chengdu Bank reaching historical highs [1] - The storage chip sector saw a midday surge, with Dawi Co. hitting the limit [1] - Military stocks also rose, with Beifang Changlong hitting the limit [1] - AI glasses concept stocks remained active, with Biyi Co. hitting the limit [1] - Overall, over 3,400 stocks declined, with a total trading volume of 1.22 trillion [1] Hot Topics PCB Sector - The PCB sector saw significant gains, with stocks like Zhongjing Electronics, Yihua New Materials, and Huadian Co. hitting the limit [4] - Shenghong Technology's market value surpassed 100 billion [4] Blockchain Sector - The blockchain sector continued to be active, with stocks like GCL-Poly and Dongxin Peace hitting consecutive limits [7] - The People's Bank of China Governor highlighted the accelerating application of new technologies in cross-border payments, promoting the development of central bank digital currencies [7] Smart Glasses Sector - The smart glasses sector experienced a surge, with stocks like Biyi Co. and Lianjian Optoelectronics hitting the limit [10] - A significant collaboration was announced between Oakley and Meta to develop smart glasses, with results expected to be revealed soon [10] - Xiaomi's AI smart glasses are set to be launched on June 26 [10] Industry Insights - According to Prismark, the server PCB market is projected to grow at a CAGR of 11.6% from 2024 to 2029, reaching $18.9 billion, becoming the largest application area for PCBs [6] - The demand for high-end PCBs is expected to remain tight in the medium to long term due to the continuous upgrade of AI servers and the need for high-speed data transmission [6] - The global cross-border payment transaction volume is expected to reach $194.6 trillion in 2024, with a projected CAGR of 6.4% to $320 trillion by 2032 [9] - The demand for stablecoins in cross-border payments is anticipated to grow significantly, given the current market size of approximately $230 billion [9]