本周铜缆高速连接概念走强，博创科技周涨幅50.11%，鑫科材料周涨幅47.67%，兆龙互连周涨39.54%。随着数据中心、云计算、AI等领域的迅速发展，对于数据传输速率和带宽需求在不断增加，在数据传输方面与传统光纤高速连接器相比，铜缆高速连接器有诸多优势，包括抗干扰能力强、数据传输速度快、能耗较低以及传输稳定性好。目前国内企业在智能网联汽车、工业自动化、数据中心等领域对高速铜缆的需求不断增加。① This week, the three major A-share indices continued the correction trend from last week, with a noticeable reduction in market volume; ② WeChat Mini Store concept stocks saw significant gains, with Hunan Friendship & Apollo Commercial's weekly increase at 61.30%; ③ The demand for high-speed Copper cables from domestic enterprises in the fields of smart connected Autos, industrial automation, and Datacenters is continuously increasing.
According to Caixin, on December 22, this week, the three major A-share indices continued the correction trend from last week. The SSE Composite Index fell 0.70%, the Shenzhen Component Index fell 0.62%, and the Chinext Price Index fell 1.15%. The market volume showed a significant reduction this week. In terms of sectors, the Internet E-commerce and Semiconductors sectors went against the trend and rose, while the AI glasses concept saw unusual increases. The high-speed connection of Copper cables and WeChat Mini Store concept stocks performed actively this week.
This week, WeChat Mini Store concept stocks performed well, with Hunan Friendship & Apollo Commercial up 61.30% and Qingmu Technology up 29.23%. Recently, the WeChat Mini Store gray-scale 'gift giving' function has been launched, along with relevant usage guidelines. It is understood that, except for jewelry and education training categories, other WeChat Mini Store products will default to support the 'gift giving' function. Currently, the 'gift giving' feature launched by WeChat Mini Store can not only enhance user experience but also stimulate consumption, bringing income growth to merchants.
This week, the high-speed connection concept of Copper cables strengthened, with Broadex Technologies increasing by 50.11%, Anhui Xinke New Materials rising by 47.67%, and Zhejiang Zhaolong Interconnect Technology growing by 39.54%. With the rapid development of Datacenters, Cloud Computing, AI, and other fields, the demand for data transmission speed and bandwidth is constantly increasing. Compared to traditional fiber optic high-speed connectors, high-speed Copper connectors have many advantages in data transmission, including strong anti-interference capability, fast data transmission speed, low energy consumption, and good transmission stability. Currently, domestic enterprises have a growing demand for high-speed Copper cables in smart connected Autos, industrial automation, Datacenters, and other fields.
In terms of net inflow of block orders, ZTE, GigaDevice Semiconductor Inc., and Kweichow Moutai saw net inflows exceeding 1.5 billion yuan, with ZTE's net inflow reaching as high as 6.198 billion yuan this week. On the other hand, East Money Information, Guangdong Advertising Group, Leyard Optoelectronic, and Tianyu Digital Technology experienced net outflows exceeding 2 billion yuan this week.
