--- title: "Jufeng Review: Computing Hardware Leads the Rebound" type: "News" locale: "en" url: "https://longbridge.com/en/news/278529423.md" description: "On Tuesday, A-shares rebounded with fluctuations, and the ChiNext Index rose over 3%. Sectors such as components, communication equipment, and semiconductors performed strongly, with CPO concept stocks and optical communication modules leading the gains. In February, the CPI increased by 1.3% year-on-year, reaching a nearly three-year high, driven by a rebound in service prices. In the first two months, China's goods trade imports and exports grew by 18.3% year-on-year. Changshu City plans to provide up to 6 million yuan in support for \"one-person companies.\"" datetime: "2026-03-10T07:23:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278529423.md) - [en](https://longbridge.com/en/news/278529423.md) - [zh-HK](https://longbridge.com/zh-HK/news/278529423.md) --- # Jufeng Review: Computing Hardware Leads the Rebound Author | Ding Zhenyu, Editor | Liang Puxi **Market Overview** On Tuesday, A-shares rebounded with fluctuations, and the ChiNext Index rose over 3%. In the market, components, communication equipment, semiconductors, consumer electronics, automation equipment, optical optoelectronics, and computer equipment saw significant gains; oil and gas services, coal, gas, steel, and precious metals experienced declines. In terms of themes, CPO concept, optical communication modules, PCB, geothermal energy, cultivated diamonds, lidar, high-bandwidth memory, commercial aerospace, 6G concept, and Apple concept led the gains, while oil and gas services, combustible ice, shale gas, natural gas, propylene oxide, glyphosate, and low-carbon metallurgy saw the largest declines. **Hot Sectors** Electronic components strengthened, with Zhongying Technology and Xunjiexing hitting the daily limit, Yihua New Materials, Jinlu Electronics, Benchuan Intelligent, and Kexiang Co., Ltd. rising over 10%, while Guanghe Technology, Dongshan Precision, and Jin'an Guoji also hit the daily limit. Communication equipment strengthened, with Dekeli and Haohan Deep rising over 10%, Ruisi Kanda and Dingxin Communications hitting the daily limit, while Tianfu Communication, StarNet Ruijie, Guangku Technology, and Taicheng Light rose over 5%. Semiconductors strengthened, with Changguang Huaxin hitting the daily limit, and Youxun Co., Ltd., Kaiweite, Shengbang Co., Ltd., Juguang Technology, Weicai Technology, Sidafanda, and Shanghai Beiling leading the gains. **News** **February CPI rose 1.3% year-on-year, the highest increase in nearly three years** On March 9, the National Bureau of Statistics released data showing that in February, driven by concentrated consumer spending during the Spring Festival, the Consumer Price Index (CPI) rose 1.0% month-on-month and 1.3% year-on-year, marking new highs in nearly two years and three years, respectively, with the core CPI rising 1.8% year-on-year. Service prices rebounded significantly, becoming the main driver of CPI growth. At the same time, influenced by rising international commodity prices, rapid growth in domestic demand in certain industries, and the continued effectiveness of macro policies, the Producer Price Index (PPI) rose month-on-month for five consecutive months, with the year-on-year decline narrowing for three consecutive months. **In the first two months, China's goods trade import and export increased by 18.3% year-on-year** The General Administration of Customs announced foreign trade data today, stating that in the first two months of this year, various regions and departments took proactive measures, and foreign trade enterprises actively stabilized orders and expanded markets, resulting in a year-on-year increase of 18.3% in China's goods trade, indicating a good start for foreign trade. **Changshu: Up to 6 million yuan support for "one-person companies"** Following Longgang District in Shenzhen and Wuxi High-tech Zone, Changshu City in Suzhou has also established a "lobster pool" to attract people to "raise lobsters" locally. According to a post from the city's government news office "i Changshu" on the evening of March 9, the city has released a draft of "Several Measures (Draft for Comments)" to accelerate the creation of OpenClaw and other open-source communities, promoting high-quality industrial development, introducing 13 measures to support OPC (one-person companies) in utilizing OpenClaw for production and operation, with a maximum comprehensive support of 6 million yuan for OPC projects selected in various talent programs **Jufeng Viewpoint** On Tuesday, the A-shares opened higher, with the SSE Index up 0.05%, the Shenzhen Index up 1.22%, and the ChiNext Index up 2.29%. The airport transportation, components, semiconductor, communication equipment, and small metals sectors led the opening gains. The oil and gas extraction, petroleum, gas, and coal sectors opened significantly lower. In terms of hotspots, as the oil and gas sector corrected, some funds returned to embrace technology stocks, with the CPO concept, PCB concept, storage chips, copper cable high-speed connections, and 5G concept sectors in the AI hardware sector fluctuating higher; on the news front, the AI entity OpenClaw is booming, providing positive stimulation to related A-share sectors. The robotics concept, commercial aerospace, and consumer electronics sectors also fluctuated higher. In the afternoon, the semiconductor, optical fiber, CPO concept, data center, and liquid-cooled server sectors continued to strengthen, with the ChiNext Index rising over 3%. Hong Kong stocks MINIMAX and Zhizhu surged, driving the AI application sector to be active. Photovoltaic equipment rose in the afternoon, with news that JinkoSolar received orders from Australia. The market showed a trend of broad gains with shrinking volume, with over 4,500 stocks rising. From the current trend, the market has shown significant differentiation, with resource stocks and technology stocks exhibiting a clear seesaw effect. After experiencing external black swan events, the A-shares are expected to welcome a rebound opportunity, and investors should focus on low-buy opportunities after the pullback of previously popular industry leaders. From a long-term trend perspective, Jufeng Investment Advisory believes that under policy stimulation, A-shares and the economy are expected to synchronize in showing an upward turning point. In terms of specific investment directions, it is recommended to focus on incremental opportunities in sectors with high prosperity such as semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace; for investors with lower risk tolerance, it is advisable to pay attention to broad-based funds such as the CSI A500 ETF and the CSI 300 ETF on dips. 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