China Stocks Rally With Record Trading Volume
Companies in the PCB sector are developing advanced optical modules, including 400G and 800G technologies. The expansion of high-speed rail, such as the Beijing-Chongli line, has enhanced connectivity across regions. Chinese stock markets experienced a rally with the Shanghai Composite Index reaching 4157 points, up 1.11%. The Shanghai Composite Index rose 1.11% to 4157 points, the Shenzhen Component Index increased 2.31% to 15458 points, and the ChiNext Index was up 2.8% at 3780 points. The Kechuang 50 Index saw an intraday gain of over 8%, nearing its historical high. Total market turnover reached 300.17 billion yuan. The STAR 50 Index is nearing a historical high, trading higher with increased volume. The trading volume for China's stock market has expanded, influenced by external factors such as interest rate hikes.
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Sources · 7 independent
“PCB this part of the PCB sector, it is what? Full coverage, right? HDA boards, multi-layer boards, and this sub-layer boards, etc. These basically cover it all. And the concept of 400G, it has targeted 400G, an 800G high-end optical module technology research and development. As early as February 2024, its 400G optical modules were already in small-batch production, and 800G optical modules are being developed with some mid-range partners.”
“PCB this part is what? Full coverage, right? HDA boards, multi-layer boards, and sub-layer boards, etc. These are basically full coverage, and the concept of 400G, it has targeted the R&D of 400G and 800G high-end optical modules. From February 2024, its 400G optical modules have been pushed to the market in small batches, and 800G optical modules are currently in research and development with some mid-tier partners.”
“PCB这部分来说，它是什么？全覆盖，对吧？HDA版，还有多层版，还有这个副层版等等，这些基本上它是全覆盖的，而且400G的概念来说，它有针对400G的一个800G的高端光模块的一个技术的研发一期配备”
“So for this kind of a product with insurance, I think according to the financial industry, it has a rotating insurance that cannot be adjusted, because as for it, it is mainly based on wafer, epitaxial wafer and wheel wafer, MCO new wafer as the main lead, and at this place, I think from the financial industry, the price position of new cars is generally good, so I maintain the defense point of 24 yuan not to break, now suggest to continue to watch the market, 28.1 line is the first collective position, once this is broken, then I think the historical new high, four points and push.”
“So for this kind of a product, I think according to the financial industry, it has a rotation insurance that cannot be adjusted, because as it is, it mainly leads with wafer, epitaxial wafer and wheel wafer, MCO new wafer as the main body. In this place, I think from the financial industry, the price position of new cars is generally good, so I maintain the defense point of 24 yuan not to break, now suggest to continue to watch the market, 28.1 line is the first collective position, once this is broken, then I think the historical new high, four points and drag.”
“PCB这部分来说，它是什么？全覆盖，对吧？HDA版，还有多层版，还有这个副层版等等，这些基本上它是全覆盖的，而且400G的概念来说，它有针对400G的一个800G的高端光模块的一个技术的研发一期配备，从2024年2月份的时候，它400G的光模块就已经小批量推向市场，800G光模块正在配合部分中端，在研发一大段，那么现在已经集中到2026年了”
“PCB这部分来说，它是什么？全覆盖，对吧？HDA版，还有多层版，还有这个副层版等等，这些基本上它是全覆盖的，而且400G的概念来说，它有针对400G的一个800G的高端光模块的一个技术的研发一期配备，从2024年2月份的时候，它400G的光模块就已经小批量推向市场，800G光模块正在配合部分中端，在研发一大段，那么现在已经集中到2026年了，那么这个部分来说，它也是有沙。”
“400G的光模块就已经小批量推向市场，800G光模块正在配合部分中端，在研发一大段，那么现在已经集中到2026年了”
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