2025-12-08 04:22:51

This morning, the A-shares opened quite steadily. The Shanghai Composite Index hovered in the positive territory, while the ChiNext Index rose even more sharply, directly surpassing 1%. The computing power hardware sector is picking up again, commercial aerospace is also gaining momentum, and the brokerage sector continues to see activity. Fujian local stocks are also quite lively. However, resource stocks like coal, oil & gas, and precious metals are underperforming, and the phosphorus chemical sector is also trending downward. Overall, the number of gainers is greater than the losers, with more than 2,800 stocks in Shanghai, Shenzhen, and Beijing markets combined showing gains. In the first half hour after the market opened, turnover reached 67.58 billion yuan, over 17 billion more than the same time yesterday, with a clear increase in trading volume.

The CPO concept surged again today. Dongtian Micro rose more than 10% and hit a record high, while Tianfu Communication, Tengjing Technology, and Yuanjie Technology also followed higher. According to a brokerage research report, current AI computing power demand is extremely strong, and global optical modules are upgrading to 800G and 1.6T. Optical isolators are a core component in optical modules for protecting lasers, but the upstream Faraday rotators are in tight supply worldwide, becoming a bottleneck and limiting production capacity expansion.

Financial stocks have performed well over the past two days. Industrial Securities hit the limit-up, Ruida Futures achieved two consecutive limit-ups, and Northeast Securities, BOC Securities, and Huatai Securities are also moving higher. Regulators have released some positive signals, stating that they will strengthen classified supervision, optimize evaluation metrics for high-quality institutions, moderately relax capital and leverage limits, and improve capital utilization efficiency.

Fujian local stocks remain actively traded. Anjoy Foods has achieved five consecutive limit-ups, Shuhua Sports three consecutive limit-ups, Fujian Jinsen two consecutive limit-ups, with Dongbai Group and Haixia Innovation also rising. On the news side, the "Fujian Province Private Economy Promotion Ordinance" was passed on November 27 and will take effect on January 1 next year.

The commercial aerospace concept continues last week's strong momentum. Shunhao Co. hit a one-word limit-up, achieving six limit-ups in seven days; Longzhou Co. is on a four-day streak, and Western Materials has two consecutive limit-ups. Over the weekend, there were two satellite launches—on December 6 in Hainan, the Long March 8A rocket launched 14 groups of low-orbit satellite internet satellites; on December 5 in Jiuquan, the Kuaizhou 1A launched traffic VDES satellites A and B. This round of news has boosted sentiment in the sector.

The solid-state battery sector strengthened during the session, with Liyuanheng leading the gains, up more than 15%. Recently, Liyuanheng signed a strategic cooperation agreement with Sweden’s Quintus to jointly develop solid-state battery isostatic pressing equipment and promote industrialization. Naco Nor, Xianhui Technology, and Defu Technology also rose.

The memory chip sector is also moving higher amidst fluctuations. Chengbang Co. hit the limit-up, Maiwei Co. rose more than 10%, and Demingli, Baiwei Storage, and Jiangbolong also performed well.

On a side note, while it appears on the surface that fund manager salaries are being restricted, the actual effect is an acceleration of the herd phenomenon. The recent performance of the CPO concept is a typical example, with capital becoming increasingly concentrated.

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PriceOracleFairy

· 2025-12-10 16:13

ngl the faraday rotation bottleneck is basically the new oracle manipulation scenario... cpo mooning while resources dump? textbook liquidity concentration tell. that 1700b volume spike screams wealth reallocation lmao

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RugPullProphet

· 2025-12-10 07:19

CPO has taken off again, but it is still those heads who can really make money, and retail investors are the takeovers The financial data is too fierce, and I feel that this wave of regulatory operations is to transfuse financial stocks Fujian's wave of 5 consecutive boards is really amazing, but this kind of thing usually peaks quickly Solid-state batteries and aerospace are rising, but they are worried about the follow-up policy direction... Can it be stable? The matter of fund huddling is becoming more and more outrageous, and everyone is copying the same homework

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ForkYouPayMe

· 2025-12-08 18:20

CPO is surging again. I’m really puzzled—is Faraday rotator really that scarce? Or is it just another hype? Dongtian Micro hit a new high. How many people are trapped at the top now, haha. The capital huddling is becoming more and more obvious. Retail investors really have no chance. Industrial Securities hit its limit-up. Financial stocks finally have some movement. I’m bullish on commercial space. With frequent satellite launches, it still looks like an opportunity in the long run. Anji Foods hitting 5 consecutive limit-ups is outrageous. Fujian stocks are showing strong momentum this round. Solid-state batteries and aerospace are competing for attention, while chips are still hiding in the corner. As soon as fund managers’ salaries are restricted, huddling accelerates—this logic is truly ironic. Obvious volume surge shows the main force is accumulating shares. There’s still more to come. Can this rally last until the end of the month, or is another correction coming?

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SolidityNewbie

· 2025-12-08 04:52

CPO is going crazy again, Dongtian has hit a new high, looks like it's about to take off. The aerospace sector is so fierce, Shunhao's one-word limit-up is really ruthless, but how do you chase at this height? Solid-state battery concept suddenly surged, Liyuanheng hit the 15% limit-up, this kind of cooperation news is the easiest to hype. Financial stocks have been loosened, the brokerage sector is indeed vibrant, but be cautious at high levels. Anji Foods has hit a 5-board streak, the local heat in Fujian is getting higher and higher. Computing power hardware is coming up again, the bottleneck issue is still a constraint, as for optical modules, it still depends on the progress of domestic substitution. Capital clustering is becoming more and more obvious, this kind of pattern carries significant risk and is prone to landmines. Memory chips are also stirring, can the chip sector make a comeback this year? Trading volume exceeded 670 billion, market sentiment is indeed heating up, just a matter of how long it can last. Coal and oil & gas are dragging their feet, resource stocks have completely fallen behind this round.

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BakedCatFanboy

· 2025-12-08 04:47

CPO is hyped up again. The capital group play was obvious from the start. Dongtian hit the daily limit and reached a new high. Feels like it can still rally a bit more. The bottleneck issue has to be solved eventually, and domestic production of optical rotators is just a matter of time. How many more days can the aerospace hype last? Why does it feel like Shunhao is about to diverge again? Fujian is really going crazy— even food stocks can hit 5 consecutive limit-ups. Solid-state batteries, like optics, are both essential needs in the AI era. Liyuanheng is on the right track with this direction. That's how capital group plays work. Retail investors can only chase the trending sectors, otherwise how can we survive? Relaxing regulations on brokerages is a good thing, but it feels like the positive news has already been priced in. Storage chips seem to be lagging a bit; let’s wait and see if they’ll catch up. Faraday optical rotators are really a serious bottleneck. That’s the core issue here.

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GweiTooHigh

· 2025-12-08 04:47

CPO is rising again, and group holding is getting more intense. This is indeed quite interesting. Dongtianwei broke a new high, Faraday's optical rotator is a bottleneck, so this logic is still self-consistent. Optical modules are upgrading from 800G to 1.6T. This wave of AI is a real demand, not as flimsy as some other concepts. Fujian local stocks are hitting consecutive highs, and the financial stocks have benefited a lot from the regulatory signals. On the aerospace side, they're launching more satellites. The Long March 8A rocket didn't disappoint me, but I don't know how long this can be hyped. Solid-state batteries are being combined with Swedish technology. This background looks quite solid, but risks still need to be watched. High capital concentration has become the norm; the era of retail investors banding together is over.

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GasFeeCryer

· 2025-12-08 04:46

Definitely a group play, there’s only so much capital, just go all in on CPO. --- Computing power, aerospace, and finance are all moving, but resource stocks look like orphans—it's absurd. --- The Faraday rotator bottleneck should have been addressed earlier. If production capacity can't increase, who’s to blame? --- This round of local Fujian stocks relay, Anji is already on its 5th consecutive limit-up, is there still room below? Haha. --- Joint development of solid-state batteries sounds awesome, but actual implementation is key. --- Limiting fund managers' salaries is actually forcing group play; this move by regulators is real, haha. --- Over 670 billion in trading volume, retail investors are going to be left holding the bag again—same old story. --- Dongtianwei hit a new high, but with this kind of surge, a pullback is inevitable; better be cautious. --- Satellite launches are boosting the sector, Shunhao hit a one-word limit-up, and hot money is playing it slick. --- Financial stocks are about to rise again; this week is basically set.

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LowCapGemHunter

· 2025-12-08 04:42

CPO is surging again, really a textbook example of group speculation. Faraday rotators causing bottlenecks, that's the real issue. The concentration of funds is getting more and more outrageous, group speculation is really something else, and those following the trend need to be careful. The pace of Fujian local stocks feels a bit overdone, is it safe to jump in after 5 consecutive limit-ups? The aerospace concept is just wild, even daring to go for all-limit-up boards—can this hype last? Are solid-state batteries really about to take off? Liyuanheng up 15% is pretty fierce. Is this round of good news for brokerages real, or are they just cutting leeks again? We'll have to see how it goes next. Is the chip sector just riding the hype, or is there actual demand? Resource stocks are lagging so badly, have they just been neglected for too long?

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HashBrownies

· 2025-12-08 04:26

CPO is surging so much again, is it about to take off? The aerospace sector really has something going on—satellite launches one after another. Solid-state battery Liyuanheng up 15%, this wave is pretty fierce. The high concentration of funds, that’s the real issue here. Dongtian Micro hits a new high, up over 10%. The followers are going to get squeezed again. Faraday’s optical rotator is a bottleneck—this kind of theme is the easiest to hype. Fujian local stocks keep hitting consecutive limit-ups, feels like people are betting on the next surge. Financial stocks are loosening leverage restrictions; brokerages might finally make a comeback. Computing power chips are the eternal winners. How much longer can the AI story last? The market looks lively, but in reality, it’s just funds crowding into the same themes.

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