Divergence within the technology sector has intensified, with capital gravitating toward core high-quality stocks, while defensive sectors continue to rotate in taking over market activity.

Track the entire lifecycle of the mainline sector.

cls.cnMay 14 21:14 ET

Exploring High Growth Tech Stocks This May 2026

Yahoo FinanceMay 13 05:38 ET

Goldman Sachs has invested in commercial aerospace, while Morgan Stanley has bet on optical communications—foreign capital simultaneously betting on these two sectors is no coincidence.

Foreign capital has recently done something in China's stock market that is worth serious study. As of the end of the first quarter of 2026, foreign investors appeared among the top ten circulating shareholders of 1,549 A-share listed companies, with a total market value of holdings reaching 237.08 billion yuan, significantly higher than at the end of last year. Everyone knows there’s a lot of money. But what’s more interesting is — where did the money go? Goldman Sachs newly invested in commercial aerospace and computing power concept stocks in the first quarter. Morgan Stanley added Zhongji Xuchuang and Tianfu Communications to its portfolio. These two directions—one in the sky and one on the ground—point to the same underlying logic. Why did Goldman Sachs buy into commercial aerospace? The immediate thought might be:

businesstimes cnMay 13 01:24 ET

Guojin Securities: The domestic computing power supply chain is expected to enter a golden era. We remain firmly optimistic about the high-growth prospects of the computing power supply chain.

Guojin Securities released a research report stating that the domestic computing power chain is the core engine of the digital economy, ranging from self-developed底层 chips to globally leading关键 components such as optical modules and PCBs, and further to液冷 technology and万卡-level computing clusters.

Zhitong FinanceMay 9 08:40 ET

China Galaxy Securities: Demand and policy drive exponential growth of the Token index, with significant benefits from coordinated development across the industrial chain.

With the increasing demand for inference, the consumption of Tokens is expected to grow significantly, driving further acceleration across the industrial chain. This growth will primarily manifest in four key areas: AIDC, operators, fiber optic cables, and optical modules.

Zhitong FinanceMay 7 02:50 ET

Guojin Securities: Large-scale AI clusters drive CPO acceleration, optimistic about companies in the industrial chain

The bank believes that CPO can effectively help large-scale clusters reduce power consumption, increase interconnection density, and enhance transmission stability at high speeds.

Zhitong FinanceApr 27 21:15 ET