Zheng Quan Shi Bao·2025-10-20 04:37Core Insights - The overseas institutional research stocks have shown significant interest, with 321 companies being investigated in the past 10 days, indicating a robust market engagement [3] - The storage chip sector is experiencing a supply shortage, which is viewed as a positive signal for the industry, especially following Micron Technology's announcement to cease supplying server chips to Chinese data centers [2][6] - Several companies have reported positive earnings forecasts for the third quarter, with six out of seven companies expecting improved performance [6] Group 1: Market Trends - The A-share market has seen a rise in sectors such as computing hardware and quantum technology, while precious metals and certain food sectors have declined [1] - The optical module industry is anticipated to experience increased demand, with potential growth in industry requirements from 8 million units to over 20 million units by 2026 [1] - Citibank has highlighted that the optical module sector may present buying opportunities due to recent price adjustments [1] Group 2: Company Performance - Mindray Medical has attracted the most attention from overseas institutions, with 124 firms participating in its research, and it expects positive revenue growth by Q3 2025 [3] - Inovance Technology has introduced a new energy management platform, which aims to optimize electricity usage and reduce costs significantly [4] - Seven overseas-researched stocks have released earnings forecasts, with notable predictions from GigaDevice Semiconductor, expecting a net profit increase of approximately 57% to 86% compared to the previous year [6]