This week (January 29 to February 2), the A-share core index suffered setbacks across the board, and the Shanghai Composite Index fell by 619%, and finally settled above 2700 points. On the disk, the industry sector collectively closed in the green, among them, the comprehensive and social services (Shenwan first-class industry) index fell first, and the banking, household appliances and coal industries were relatively resistant. Despite the sluggish market performance, the intensive disclosure of A-share performance forecasts in the first half of the week triggered institutions to quickly follow up, so the research enthusiasm increased. As of 18:00 on February 2, more than 240 A-share companies have disclosed institutional research records during the week, a significant increase from the previous week. Affected by the lack of market momentum, among the surveyed stocks this week, only less than 10 ** stock prices closed in the red this week, such as Scitech New Materials, Guangdong High-speed A, Xianying Technology, Shennong Group, and Bank of Jiangsu. Specifically, it depends on the research path of the institution. In terms of industry distribution, choice data shows that the electronics industry is the most popular industry, with 33 companies in the sector receiving research, followed by the computer and pharmaceutical biology industries. Looking further, semiconductors are the most eye-catching sub-sectors in the electronics industry, with 16 companies surveyed. It is worth mentioning that some relatively unpopular sectors have received significant attention this week, such as the banking sector. According to the survey data, Ping An Bank, Bank of Ningbo, Bank of Jiangsu, Bank of Shanghai, Bank of Suzhou, Qilu Bank, Qingnong Commercial Bank and many other bank reception institutions. In the secondary market, the bank stock index this week was **059%, the smallest decline among all 31 industries in Shenwan. In terms of popularity, 9 companies, including Montage Technology, Transwarp Technology, Tiannai Technology, Tang Renshen, CVTE and AGS, were among the most popular companies, and all of them were "knocked on the door" by more than 100 institutions. Among them, Montage Technology, a semiconductor company, is the most favored by institutions. The company is a leading enterprise in data processing and interconnection chip design, and is also a popular research target for A-share institutions. In 2023, Montage Technology received a total of 1,908 institutions, making it the company with the largest number of institutions in the semiconductor industry. After the recent disclosure of earnings forecasts, institutional investors continue to pay attention to Montage Technology. On January 29 and January 30, Montage received more than 250 organizations. The company's share price for the week was about 10%, closing at 4480 yuan shares, with a current market value of about 51 billion yuan. 
According to the performance forecast, Montage Technology expects to achieve operating income of 22700 million to 22900 million yuan, a year-on-year decrease of 376% to 382%；Net profit attributable to the parent company was 4$400 million to 4900 million yuan, a year-on-year decrease of 623% to 661%。However, on a quarter-by-quarter basis, Montage Technology improved more sequentially in the fourth quarter. According to Montage Technology, in the fourth quarter of 2023, the company's main operating indicators continued to improve sequentially as the shipments of DDR5 (the 5th generation dual-rate synchronous dynamic random access memory standard defined by the Jedec standard) memory interface chips and memory module supporting chips further increased. For the fourth quarter of 2023, the company expects to achieve operating income of 74.5 billion yuan 76.5 billion yuan, an increase of 24 percent month-on-month7%~28.0%；It is expected to achieve a net profit attributable to the parent company of 20.6 billion 25.6 billion yuan, an increase of 358%~68.7%。In addition, institutional investors continue to pay attention to Montage Technology's growth drivers and the volume of related products. 
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