算力硬件股盘初活跃 胜宏科技等多股涨逾5%

Core Viewpoint - The report highlights a significant increase in the activity of computing hardware stocks, particularly in the PCB and optical module sectors, driven by the acceleration of AI commercialization and rising PE valuations [1] Group 1: Market Activity - Computing hardware stocks were notably active in early trading, with several companies experiencing gains of over 5% [1] - Junya Technology reached its daily limit up, while Shenghong Technology, Xingsen Technology, Guangxun Technology, Shiyun Circuit, and Jingwang Electronics all saw increases exceeding 5% [1] Group 2: Industry Insights - According to Changjiang Securities, the AI industry is entering a "Davis Double Play" phase, indicating a rapid monetization of AI that is boosting PE valuations [1] - The report emphasizes that the penetration rate of ASICs is increasing, leading to a significant rise in the value share of network communication segments such as optical modules [1]