Market Overview - The Asia-Pacific stock market showed a collective rebound, with the Nikkei 225 index rising by 2.88% and the KOSPI index increasing by 5.34%. Notably, SK Hynix surged over 12% and Samsung Electronics rose more than 8% [1] - The A-share market also experienced a rebound, with all three major indices rising. The ChiNext Index and the Sci-Tech Innovation Board Index both increased by over 3%, with more than 4,500 stocks in the market rising [1] Index Performance - Shanghai Composite Index: 4123.14 (+26.54, +0.65%) - Shenzhen Component Index: 14354.07 (+286.57, +2.04%) - Sci-Tech Innovation Board Index: 1791.54 (+52.55, +3.02%) - Total A-shares Index: 6832.57 (+106.27, +1.58%) [2] Sector Performance - The CPO and PCB sectors showed strong performance, with significant gains in computing hardware concepts. Changguang Huaxin hit a historical high with a 20% increase, while several other companies also reached their daily limit [3] - The optical communication sector experienced a strong surge, with companies like Juguang Technology and Yuanjie Technology rising over 10%, and others hitting their daily limit. The price of mainstream G.652.D single-mode optical fiber has increased from approximately 20 yuan/km at the end of 2025 to 40-50 yuan/km, with some quotes exceeding 50 yuan, marking a seven-year high [3] - The storage chip sector became active in the afternoon, with Huahai Chengke rising over 13% and Jinko Solar increasing over 11%. This was influenced by a significant rise in U.S. storage stocks [3] Declines - Oil and gas stocks collectively fell, with companies like Zhongjie Oil and China Petroleum dropping over 7%. The international oil price saw a sharp decline, with New York and Brent crude oil futures dropping from nearly $120 to around $90 within a day [3] Hong Kong Market - The Hong Kong stock market also showed overall recovery, with the Hang Seng Index and the Hang Seng Technology Index both rising by about 2% [3] AI Sector Developments - MiniMax launched new features including the Voice Maker and Music Maker models, while Zhipu officially launched AutoClaw, allowing users to deploy the "lobster" model locally. Tencent announced the launch of its AI intelligent entity WorkBuddy [5]
A股超4500股上涨,算力硬件掀涨停潮,长光华芯20cm涨停,港股MINIMAX狂飙26%