300308

📌 6x optical-communication “bull stock” performance doubles and surges again; another batch of A-share companies issue profit-growth forecasts

🍖 Chopper says:
This news is directly related to optical-module stocks like InnoLux (300308). From last year’s low point to now, it has risen about 6x. Recently, its earnings pre-announcement said that profits will double. The main driver is demand for optical modules boosted by AI compute capacity. From a retail investor’s perspective, chasing a stock that has already climbed 6x carries significant risk—but the performance is indeed being delivered.

The reason I’m bullish is that the AI arms race hasn’t stopped. North American cloud providers are still spending big on 800G optical modules. As a key supplier, InnoLux has strong order visibility extending into next year. The risk is that the stock price has already priced in future expectations; if orders fail to meet expectations, the stock could fall quickly. Compared with Cambridge Technology (603083)—another optical-module stock—Cambridge has greater earnings sensitivity, but it’s also more volatile. InnoLux, at least, is steadier in terms of its leading position.

#300308 #603083 #A股

$300308 IS SET TO BECOME HONG KONG'S LARGEST IPO IN 7 YEARS 🔥

BlackRock, Hillhouse, and Temasek are lining up as cornerstone investors for InterContinental Sunrise Technology's potential $8 billion Hong Kong IPO. These heavyweights are expected to take nearly half the offering — a strong vote of confidence in the AI optical module space. The company already tops the CSI 300 as the largest weighting stock, fueled by surging AI infrastructure demand.

Subscriptions open as early as Wednesday, and the greenshoe could push the final size to $8 billion. This is the biggest Hong Kong stock issuance in seven years. Are you watching this AI infrastructure play?

Not financial advice. Always manage your risk.

#300308 #AI #IPO #HongKong #OpticalModules

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📌 At the midday close, three major A-share indices are all slightly red in decline; the Korea stock market jumps more than 7%, triggering a circuit breaker

🍖 Chopper says:
When this news comes out, people’s first reaction is definitely, “It’s down again—since Korea is moving so strongly, will A-shares follow?” Today, the STAR Market 50 (000688.SH) fell by nearly 4%. The pullback is broad across computing-power hardware; stocks that were bid up earlier, such as InnoLight Creative (300308), face relatively more pressure. Market sentiment is clearly cautious, with capital running toward defensive sectors like innovative drugs.

However, Korea’s surge is because they issued their own emergency measures to stabilize the stock market, which doesn’t line up with A-share logic—don’t expect it to be copied directly. Comparing InnoLight Creative with Industrial富联 (601138): both are in the computing-power chain, but Industrial富联’s recent performance has been more resilient, suggesting that investors are looking for higher value targets within the sector. The risk warning is that the computing-power sector is undergoing high-level consolidation; don’t chase rallies—wait for a pullback and reassess based on whether earnings get delivered.

#000688 #300308 #601138 #A股

📌 A-shares: Emergency reminder for 250 million investors! From the day after tomorrow, July 13, could A-shares likely be entering a C-wave correction?

🍖 Chopper says:
Just looking at the headline, it’s clearly a typical emotion-amplifier designed to scare people. If we really want to talk about market sentiment, many people are actually quite conflicted right now—they’re afraid of missing out, yet also afraid of a pullback.

Take the SSE Composite Index (000001.SH) for example. It’s currently hovering around 2,950–3,000 points—neither up nor down. If a C-wave correction really comes, then the most likely path would be to test around 2,850. But I think it’s not very meaningful to call wave patterns based on the technical chart alone; the key is trading volume. Recently, the daily trading value has shrunk to below 700 billion (7000亿元) yuan, which suggests most people are waiting on the sidelines.

Compare this with the STAR 50 (000688.SH). With this AI-led upswing, the rebound strength has actually been stronger than that of the main board. If a true C-wave comes, high-level AI concept stocks (such as 中际旭创 300308) may face heavier pullback pressure, while undervalued bank stocks might hold up better instead.

Risk warning: Don’t rush to clear your position or add shares just because of one news item. In a low-volume market, chasing or selling in panic is the easiest way to end up losing on both ends.

#000001 #000688 #300308 #A股