双融日报-20250620

Market Sentiment - The current market sentiment composite score is 27, indicating a "cold" market sentiment [4][9] - Historical trends show that when the sentiment score is below or close to 30, the market tends to receive some support, while scores above 90 may indicate resistance [9] Hot Themes Tracking Storage Theme - Major storage manufacturers have announced the discontinuation of DDR4 production, with Micron confirming it will stop shipments over the next 2-3 quarters [2] - In May, DDR4 prices surged by 53%, marking the largest monthly increase since 2017 [2] - Related stocks include Jiangbolong (301308) and Zhaoyi Innovation (603586) [2] Robotics Theme - The Chinese Academy of Sciences has developed a "soft and hard coupling" lower limb multi-joint rehabilitation exoskeleton robot, aimed at aiding patients with lower limb paralysis [2] - The research has successfully achieved key rehabilitation goals such as kinematic reshaping and natural gait patterns [2] - Related stocks include Zhenjiang Co., Ltd. (603507) and Everbright Tongchuang (301387) [2] Stablecoin Theme - At the 2025 Lujiazui Forum, the Governor of the People's Bank of China discussed the transformation of the central bank's monetary policy framework and the development of digital currency stablecoins [2] - New technologies are accelerating applications in cross-border payments, reshaping traditional payment systems and posing challenges for financial regulation [2] - Related stocks include Sifang Jingchuang (300468) and Jingbeifang (002987) [2]