Oriental Securities: Memory prices continue to rise; remain positioned to capture high-certainty growth opportunities across the memory industry chain.

The bank believes that memory-related supporting chips are well positioned to benefit significantly from the overall growth and iterative upgrades in the memory sector.

Zhitong FinanceMay 19 21:42 ET

AI-driven price hikes reach niche memory market: Structural shortages triggered by factory shutdowns, with SLC NAND prices expected to surge 120% within the year.

① Niche memory has taken over mainstream memory, with prices starting to rise sharply this year; ② Multiple market insiders predict that niche memory will continue to see aggressive price increases; ③ Domestic listed companies specializing in niche memory are mainly focused on the design segment, each excelling in specific fields.

cls.cnMay 15 01:33 ET

Market sentiment for going long has fully warmed up, with a focus on rotation and catch-up opportunities within the technology supply chain.

Track the entire lifecycle of the mainline sector.

cls.cnMay 11 21:18 ET

Significant milestone! The STAR 50 Index hits a new high as 57 STAR Market companies reach record stock prices.

① Data from the STAR Market Research Center shows that, with the strengthening of the index, the full-day trading volume of the STAR Market significantly increased. A total of 57 securities either during intraday trading or at the final close reached all-time high prices; ② Industry experts believe that the collective record-high stock prices are a result of 'emotional catalysts plus industrial logic restructuring' working in tandem. In the short term, investors should be cautious of sharp fluctuations caused by changes in liquidity or overheated sentiment. Leading companies with strong order pipelines and robust ecosystems hold greater investment value.

cls.cnMay 11 08:04 ET

Is Now The Time To Put Puya Semiconductor (Shanghai) (SHSE:688766) On Your Watchlist?

Simply Wall StMay 1 19:12 ET

Puyan Co., Ltd. (688766.SH) announced its first-quarter performance, with a net profit attributable to shareholders of 251 million yuan, representing a year-on-year increase of 1259.87%.

Puyan Co., Ltd. (688766.SH) disclosed its Q1 2026 report, showing revenue of RMB 1.447 billion, representing a year-on-year increase of 256.08%; net profit attributable to shareholders of RMB 251 million, up 1,259.87% year-on-year; and non-recurring net profit of RMB 249 million, an increase of 1,213.75% year-on-year. Basic earnings per share were RMB 1.70.

Zhitong FinanceApr 28 13:35 ET