Hua Er Jie Jian Wen·2026-01-22 02:15Core Viewpoint - Tianfu Communication, a leading company in optical modules, has shown impressive performance driven by multiple favorable factors including rising storage chip prices and the strengthening of the AI computing power industry chain, contributing to the upward trend in the ChiNext and Sci-Tech 50 indices [1] Market Performance - On January 22, A-shares opened higher with all three major indices rising, particularly the ChiNext which increased by over 1%. The semiconductor and AI computing power sectors continued to strengthen, while gold stocks experienced significant adjustments [1] - The Hang Seng Index and the Hang Seng Tech Index opened higher but later declined, with most tech stocks falling [1] - As of the report, the Hang Seng Index rose by 0.29% and the Hang Seng Tech Index by 0.12% [2] Bond Market - The bond market saw a decline in government bond futures, with the 30-year main contract down by 0.05%, the 10-year contract down by 0.04%, and shorter-term contracts also experiencing slight declines [2][3] Commodity Market - Domestic commodity futures mostly rose, with lithium carbonate increasing by over 3%, and other commodities like asphalt, polysilicon, and fuel oil rising by 2%. However, precious metals like platinum and palladium saw declines of over 2% [3][5] Company Performance - Tianfu Communication, as a leader in optical devices, maintained growth with a profit forecast for 2025 expected to be between 1.881 billion to 2.15 billion yuan, representing a year-on-year increase of 40% to 60% [7] - Cambridge Technology, a rising star in optical modules, anticipates a profit of 252 million to 278 million yuan for 2025, with a year-on-year growth rate of 51.19% to 66.79% [8] Sector Trends - The AI computing power industry chain is showing strength, with companies like Longxin Zhongke rising by 8% and Tianfu Communication by over 4% [6] - The military industry sector experienced a surge, with companies like Triangle Defense hitting the daily limit up and others like Beimo High-Tech and Aerospace Technology rising over 6% [9][10]