滬深兩市成交額連續第56個交易日突破2萬億元。

CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong technology and customer recognition. CLSA expects Guanghe to benefit from rising high-performance computing and AI server demand and from PCB specification upgrades that increase per-board value; capacity ramps at Guangzhou and Thailand sites should materially accelerate its AI-related business. CLSA forecasts Guanghe net profit of RMB 2.004 bln, 2.953 bln and 4.198 bln for fiscal 2026-28, implying revenue CAGR of 48% and net-profit CAGR of 60% over the period.

China A-share compute-power rental names surged: Hongjing Technology jumped over 10% and Runjian Co. approached limit-up; Dawei Technology, Tongniu Information, Capital Online, Wangsu Science & Technology, Litong Electronics and UCloud also gained.