The Zhitong Finance App learned that AI hardware stocks such as Optical Communications and PCB had the highest gains. As of press release, Changfei Optical Fiber (06869) rose 9.13% to HK$92.65; Cambridge Technology (06166) rose 8.85% to HK$56.6; Dongshan Precision (02384) rose 7.84% to HK$87.35; Zhongji Xuchuang (03308) rose 7.89% to HK$588; Huahong Hongli (01347) rose 6.26% to HK$76.35; Laminated board (01888) rose 6.59% to report HK$29.42.
According to the news, US technology stocks fought back overnight. The Philadelphia Semiconductor Index closed up 6.85%, the optical communications sector led the way, and Coherent rose nearly 17%. Looking at peripheral risks, the easing of the situation in the US and Iran led to a flash collapse in international oil prices, and concerns about inflation and costs cooled down. At the same time, as the market's fears about the election results gradually returned to rationality, AI hardware, which had fallen too much earlier, ushered in purchases to make up for itself.
Dongwu Securities said that to maintain a positive judgment on AI industry trends, it is recommended to focus on repair opportunities in sectors such as optical communications and PCBs. The bank observed positive signs that the PCB sector benefited from batch delivery of new platforms in the fourth quarter, and the month-on-month performance is expected to continue to improve. The delivery of upstream optical communication passive devices is still tight, and optical module manufacturers are also expected to continue to perform well. There may be a certain difference in expectations between marginal industrial catalysis and current market expectations.