The leading optical module company TFC has impressive performance, driven by multiple favorable factors such as rising prices of storage chips, the AI computing power industry chain, and the semiconductor sector continuing to strengthen, pushing the ChiNext and STAR Market indices higher.
On January 22, A-shares opened higher across the board, with all three major indices rising collectively in the morning session. The ChiNext rose over 1%, and the chip semiconductor and AI computing power industry chains continued to strengthen, while aerospace and military, as well as oil and gas stocks, were active, and gold stocks underwent significant adjustments. The Hong Kong Hang Seng Index and the Hang Seng Tech Index both opened high but fell back, with the Hang Seng Tech Index nearing a decline, and most tech stocks dropped, while gold stocks adjusted. The oil and petrochemical and national defense military sectors were active. In the bond market, government bond futures fell. In terms of commodities, most domestic commodity futures rose, with lithium carbonate up over 2%. Core market trends:
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A-shares: As of the time of writing, the Shanghai Composite Index rose 0.42%, the Shenzhen Component Index rose 0.49%, and the ChiNext Index rose 0.79%.
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Hong Kong stocks: As of the time of writing, the Hang Seng Index rose 0.29%, and the Hang Seng Tech Index rose 0.12%.
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Bond market: Government bond futures fell across the board. As of the time of writing, the 30-year main contract fell 0.05%, the 10-year main contract fell 0.04%, the 5-year main contract fell 0.03%, and the 2-year main contract fell 0.02%.
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Commodities: Domestic commodity futures rose broadly. As of the time of writing, lithium carbonate rose over 3%, asphalt, polysilicon, and fuel oil rose 2%, while Shanghai tin, alumina, rubber, and stainless steel rose 1%. Industrial silicon, coking coal, Shanghai nickel, the shipping index, soybean meal, rebar, coke, hot-rolled coil, Shanghai copper, Shanghai aluminum, Shanghai gold, ferrosilicon, glass, pulp, and rapeseed also rose, while iron ore and caustic soda fell, with Shanghai silver down 1%, and platinum and palladium down over 2%.
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09:58
The AI computing power industry chain is strengthening, with Loongson Technology rising 8% and TFC rising over 4%.
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In terms of news, TFC, as a leader in the optical device field, maintains growth in performance. The company's performance forecast disclosed on January 21 shows that the net profit attributable to shareholders is expected to be between 1.881 billion and 2.15 billion yuan in 2025, a year-on-year increase of 40% to 60%, continuing the trend of high growth
Cambridge Technology, as a rising star in the optical module sector, has achieved leapfrog growth in performance through breakthroughs in high-speed products. The company expects its net profit attributable to the parent company in 2025 to be between 252 million and 278 million yuan, with a year-on-year increase of 51.19% to 66.79%.
09:47
The military industry sector has seen a volatile rise, with XI'AN TRIANGLE DEFENSE hitting the daily limit of a 20% increase, and BEIJING BEI MO GAO KE FRICTION MATERIAL, GATD, CATEC, AVIC Jianghang, and AECC AST all rising over 6%.
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09:26
The Shanghai Composite Index opened up 0.22%, and the ChiNext Index rose 0.52%.
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The semiconductor and AI computing power supply chain has strengthened again, with memory and automotive chips leading the gains; AI smartphones, stablecoins, duty-free shops, and cybersecurity themes are active. The precious metals sector has seen a significant pullback.
09:21
The Hang Seng Index opened up 0.62%, and the Hang Seng Tech Index rose 0.85%. Baidu and Kingdee International rose over 3%, while Nio and Hua Hong Semiconductor rose over 2%.
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09:01
Domestic futures main contracts opened mixed, with asphalt and stainless steel rising over 2%, synthetic rubber, fuel oil, palm oil, styrene (EB), low-sulfur fuel oil (LU), and SC crude oil rising over 1%; platinum fell over 4%, palladium fell over 3%, and Shanghai silver fell over 1%.
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688047

688586

SOXL

The AI computing power industry chain is strengthening, with Loongson Technology rising by 8% and TFC increasing by over 4%. The military industry sector is experiencing fluctuations and rises, with XI'AN TRIANGLE DEFENSE hitting the daily limit of a 20% increase, and BEIJING BEI MO GAO KE FRICTION MATERIAL, GATD, CATEC, AVIC Jianghang, and AECC AST all rising by over 6%

Wallstreetcn

XI'AN TRIANGLE DEFENSE

CATEC

BEIJING BEI MO GAO KE FRICTION MATERIAL

AECC AST

GATD

LOONGSON TECHNOLOGY

AVIC Jianghang

Direxion Semicon Bull 3X

The ChiNext rose 1% in the morning session, the AI computing power industry chain continued its strong performance, the military industry sector was active, the Hang Seng Index rose slightly, gold stocks underwent significant adjustments, and commodities rose across the board