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The A-share CPO concept sector saw a pullback in early trading, with Ruijie Networks falling over 9%, Zhongji Xuchuang falling over 7%, and Dongshan Precision, Yuanjie Technology, and Xin Yisheng all falling over 6.5%. Shengyi Technology, Jingwang El

2026-07-28

The A-share CPO concept sector saw a pullback in early trading, with Ruijie Networks falling over 9%, Zhongji Xuchuang falling over 7%, and Dongshan Precision, Yuanjie Technology, and Xin Yisheng all falling over 6.5%. Shengyi Technology, Jingwang Electronics, and Changguang Huaxin also followed suit.

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2026-07-28

CITIC Securities says the electronics sector has corrected sharply since July and valuations have fallen materially while industry fundamentals remain intact. Key drivers include stronger semiconductor-equipment order visibility, accelerating domesti

CITIC Securities says the electronics sector has corrected sharply since July and valuations have fallen materially while industry fundamentals remain intact. Key drivers include stronger semiconductor-equipment order visibility, accelerating domestic compute orders and supply‑chain restocking, AI‑server demand lifting PCB and AI power‑supply cycles, and a clearer memory-price uptrend; supply‑chain opportunities are also spreading into consumers electronics. The report adds the selloff has pushed some quality names into valuation troughs, creating scope for earnings delivery and valuation re-rating.
2026-07-27

Amazon Leo has submitted an application to the FCC to deploy up to 5,105 new satellites.

Amazon Leo has submitted an application to the FCC to deploy up to 5,105 new satellites.
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