The Shanghai Composite Index bottomed out in early trading, and then fell back in the afternoon, with the ChiNext Index rising more than 2% intraday, and then narrowing its gains. AI concept stocks collective**, CPO, computing power and other directions led the rise, Huaxi shares, Cambridge Technology, Mingpu optical and magnetic daily limit, Tianfu Communication rose more than 14%, and Industrial Fortune Federation rose more than 9%. The photovoltaic sector rose intraday, Aiko shares, Oujing Technology, Lvkang Biochemical and other stocks rose by the limit, and King Kong Photovoltaic rose by more than 10%. *In terms of the word, the prefix ** fell, Zhongcheng shares, Zhonggong Hi-Tech, COFCO Capital, China Haicheng, etc. fell to the limit. **More than 4,100 shares in the whole market are green, more than 60 shares are down or more than 10%, with a turnover of 703 billion yuan today, a decrease of 55.3 billion yuan from the previous trading day.
1.Optical communications
In the optical communication sector today, Cambridge Technology, Huaxi Co., Ltd. and other active stocks are the first to be listed, and industry leaders Zhongji Innolight, Xin Yisheng, Tianfu Communication, etc. are held high.
Catalyzically, on January 31, the China Securities Regulatory Commission ** showed that the CSI Optical Communications Theme ETF declared by Huaxia**, Fuguo**, Harvest**, and Cathay ** was accepted by the CSRC.
Shanxi ** pointed out that the performance of GPU leader Nvidia has continued to increase month-on-month since the second quarter of last year, and the order performance of major ** merchants in 2024 is expected to continue to see substantial growth. On the other hand, self-developed AI chips such as Amazon and Google have gradually been put into deployment, driving the volume of other models of 400G and 800G optical modules, and leading companies such as Xinyisheng, Finisar, and Yunhui Optoelectronics have also benefited.
Looking forward to 2024, global AI investment will spread from several cloud giants in North America to Tier2 clouds, large enterprises, and intelligent computing centers, superimposed on the depreciation and replacement cycle of data centers (2020-2021 is the peak of investment), optical module manufacturers are expected to fully recover, and the revenue elasticity will be Nvidia's first business, North American cloud giants, Ethernet switches, and domestic cloud market leaders.
2.Brain Science
The brain-computer sector has been active in recent days, and today's innovative medical treatment has risen again, and another **Sanbo Brain has also recorded 20cm.
Catalytically, on January 30, Musk announced on the social platform X that the first human received an implant from the brain-computer interface company Neuralink yesterday and is currently recovering well. Preliminary results show good promise for neuron spike detection.
The next day, the official website of Tsinghua University released a news that the team of Tsinghua University and Xuanwu Hospital successfully conducted the first clinical trial of wireless minimally invasive brain-computer interface. According to the news, after 3 months of home brain-computer interface training, patients with spinal cord injury can achieve brain control functions such as drinking water independently.
Huaxin** believes that China has launched China's "brain plan" as early as the 13th Five-Year Plan period, and the 14th Five-Year Plan has put forward the "one body, two wings" plan, focusing on supporting the research and development of brain-like computing and brain-computer fusion computing. In terms of brain-computer interface, the domestic research team has made breakthroughs in the fields of brain-computer interface chips, deep brain stimulation, static visual evoked potential brain-computer interfaces, and brainwave brain-computer interface systems. Compared with overseas, domestic experimental animal approval and clinical resource support have advantages.
China Securities Construction Investment said that the communication between humans and artificial intelligence is constantly escalating, and brain-computer interface is breaking through the physiological boundaries of human beings, which not only provides unprecedented possibilities for people with disabilities, but is also expected to become the next generation of human-computer interaction. The brain-computer interface-related market size is expected to reach $70 billion to $200 billion between 2030 and 2040.
3.Photovoltaics
After the recent adjustment of the photovoltaic sector, the first plate repair opportunity has been ushered in, and Guosheng Technology, Meditech Technology, Lvkang Biochemical, etc. have successively increased their limits.
On the news, according to the ** Times, on January 31, the Silicon Branch of the China Nonferrous Metals Industry Association released the latest transaction of solar-grade polysilicon**. The average transaction price of n-type material was 7190,000 tons, week-on-week **141%；The average transaction price of n-type granular silicon was 6100,000 tons, week-on-week ratio of **167%；The average transaction price of monocrystalline re-feeding was 6180,000 tons, week-on-week ratio of **148%。Among them, N-type materials have achieved three consecutive increases, and the cumulative increase has been close to 6%.
In addition, the industry leader Tongwei announced yesterday that the controlling shareholder intends to increase its holdings by 1 billion yuan to 2 billion yuan.
Tianfeng** believes that since the new polysilicon production capacity still needs time to be debugged to meet the production quality requirements of n-type polysilicon, and the downstream NP switch is relatively fast, the structural shortage of n-type polysilicon is expected to continue in the short term, and due to the shortage of n-type polysilicon, the emergence of mixed N+P sales by enterprises may lead to a slight increase in P-type polysilicon, which will bring excess income to the head.
On the whole, today's GEM performance is relatively active, the recently adjusted AI and photovoltaic have been repaired, the main board has ushered in an adjustment, COFCO Capital has fallen to the limit, and PetroChina and China Shenhua have also adjusted slightly. From the perspective of the list of decliners, they are still concentrated in Shanghai local stocks and performance thunderstorm stocks.