A-shares opening express | A-shares batch positive! The index fluctuates narrowly, computing power leasing is active, can the technology rebound continue?

On July 22, the three major A-share indexes collectively opened low and rose high. As of 9:38 AM, the Shanghai Composite Index fell by 0.10%, the Shenzhen Component Index rose by 0.47%, and the ChiNext Index rose by 0.21%. In terms of the market, the concept of computing power leasing was repeatedly active. Jiangsu Letall Electronic, SZZT Electronics, and Guangdong Qunxing Toys Joint-stock all saw increases. Beijing Topnew Info&Tech rose by over 10%, while Glory View Technology, Mcc Meili Cloud Computing Industry Investment, Capitalonline Data Service, and Jiangsu Yangdian Science & Technology followed suit. The power sector fluctuated and rose, with Xinjiang Lixin Energy seeing a consecutive increase, as well as other companies like Xineng Stock, Ningbo Shimao Energy, Harbin Jiuzhou Group, and others also rising. The innovative pharmaceutical concept was active, with companies like Chongqing Lummy Pharmaceutical seeing increases. In terms of news, there were continued positive developments in hard technology: 1. Last night and this morning, semiconductor, storage, and optical communication stocks in the US collectively surged, with the Philadelphia Semiconductor Index soaring by over 5%, marking the best single-day performance in six weeks. Today, the South Korean KOSPI Index experienced another surge triggering a circuit breaker. 2. Foreign institutions are bullish on the storage sector sentiment, with Morgan Stanley semiconductor analyst Joseph Moore pointing out in a recent research report that the shortage of data center storage chips is worsening and is expected to continue until 2028, with storage chip prices expected to rise by at least 25% from Q2 to Q3. This assessment directly ignited the bullish sentiment in the storage chip sector. 3. Yuanjie Semiconductor Technology's mid-term performance is expected to increase by 12 times, with the company's profit scale experiencing a significant leap within a year. 4. A-shares have once again received a batch of positive news, with many listed companies releasing repurchase, shareholder, and senior management shareholding plans. Of note is the announcement from Sungrow Power Supply, where Chairman Cao Renxian proposed a buyback of shares using funds of 500 million to 1 billion yuan for stock incentive or employee shareholding plans. 5. Today marks the seventh anniversary since the establishment of the Science and Technology Innovation Board. Over the seven years, the board has grown to become an important sector with over 600 listed companies and a total market value exceeding 13 trillion yuan, showcasing increased inclusivity in various thresholds and allowing for rapid growth of various technology companies with the support of capital. Looking ahead, Meng Lei, a stock strategy analyst at UBS Securities, stated that after the release of the crowdedness of trading in the technology sector, technology and AI remain the market's main theme in the second half of the year. The technology sector is benefiting from the rapid development of global artificial intelligence and strong support from domestic policies, and is expected to maintain strong profit growth. Popular sectors: 1. The concept of computing power leasing is repeatedly active, with several companies like Jiangsu Lettall Electronic, SZZT Electronics, Guangdong Qunxing Toys Joint-stock, Beijing Topnew Info & Tech, Glory View Technology, Mcc Meili Cloud Computing Industry Investment, Capitalonline Data Service, and Jiangsu Yangdian Science & Technology seeing increases. 2. The power sector showed a fluctuating increase, with Xinjiang Lixin Energy, Xineng Stock, Ningbo Shimao Energy, Harbin Jiuzhou Group, and others rising. 3. The concept of innovative medicine was active, with companies like Chongqing Lummy Pharmaceutical, Deeje Pharmaceuticals, Shanghai Medicilon Inc., XINGANJIANG, and Shanghai InnoStar Bio-tech seeing rises. Institutional viewpoints: Meng Lei, a stock strategy analyst at UBS Securities: After the release of trading crowdedness, the technology sector and AI remain the market's main theme in the second half of the year. Liu Xiaoning from Huayuan Securities: The current market may have entered a high-quality window of rational layout, highlighting the long-term value investment opportunities. Huatai: The competition in domestic AI models is heating up, narrowing the gap with overseas models. Galaxy Securities: The high demand for computing power is driving structural upgrades and value reconstruction in the optical module sector.