Cambricon(SH:688256) Mei Ri Jing Ji Xin Wen·2026-02-26 07:53Market Overview - The A-share index showed mixed results on February 26, with the Shanghai Composite Index down by 0.01%, the Shenzhen Component Index up by 0.19%, the Sci-Tech Innovation Board Index up by 1.29%, the ChiNext Index down by 0.29%, and the North Exchange 50 Index down by 0.15% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 2.56 trillion yuan, an increase of 757 billion yuan compared to the previous day, with over 2,400 stocks rising and more than 2,800 stocks falling [1] Sector Performance - The power generation equipment, communication equipment, and electronic components sectors experienced significant gains, with increases of 4.19%, 2.91%, and 2.24% respectively [2] - Conversely, the film and television, insurance, real estate, and precious metals sectors saw the largest declines, with losses of 2.43%, 1.37%, and 1.02% respectively [3] AI Industry Impact - Nvidia's earnings report exceeded expectations, boosting sentiment across the AI supply chain, leading to significant gains in AI hardware stocks such as CPO, copper cables, liquid-cooled servers, and PCBs, with companies like Tianfu Communication and Hengtong Optic-Electric reaching historical highs [3] - Domestic computing chip stocks also benefited from the AI wave, with Cambrian Technologies rising by 8% [3] Lithium Market Update - CATL saw a decline of 4.47% following reports that the Zimbabwean government has suspended all raw material and lithium concentrate exports, including goods in transit, which is expected to drive lithium prices up, posing a significant risk for battery manufacturers [3]