2026-01-14 17:22:02

Recently, an interesting phenomenon has emerged in the A-shares market, with the sectors of Commercial Aerospace and AI Applications experiencing a direct surge in popularity, prompting a wave of related concept stocks to move accordingly. Let's analyze the opportunities behind this wave of market activity.

In the Commercial Aerospace sector, inter-satellite laser communication technology has become the focus, with Guangha Communication and Shanghai Hànxùn attracting considerable attention. Hige Communication, Shenglu Communication, and FiberHome Technologies also followed the rally, along with Galaxy Electronic, 3D Communication, Aerospace Electronics, and Chaojie Shares showing varying degrees of performance. The logic behind this sector is quite clear—advancements in communication technology lead to upgrades, and related equipment providers are bound to benefit.

In the AI Applications space, the momentum is even stronger, with stocks like Huasheng Tiancheng, Yidian Tianxia, and Worth Buying being favored by institutions. Hongjing Technology, 3D Tiandi, Jiayuan Technology (which many institutions are watching), and Caixun Shares have also performed well. Companies like People’s Daily Online and Tax Friend demonstrate the practical implementation of AI in real business scenarios. Honestly, the name "Worth Buying" truly lives up to its reputation this time.

The AI pharmaceutical and medical fields are also active, with NorthG, Prus, and Hongbo Medical shining in this wave of market activity. The small metals sector is also worth attention—Xingye Silver Tin, Xiyesheng Shares, and Jiangxi Copper, especially Jiangxi Copper as a long-term target, with a strong price increase logic supporting their rise.

Additionally, integrated companies like Yaxiang Integration are also positioned as trend stocks, which can be continuously observed in the future. The core logic of this market wave is the commercialization of new technologies and new applications; when participating, it’s important to distinguish between concept hype and genuine growth.

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WalletDivorcer

· 19h ago

Interstellar laser communication? It sounds like just hype. The real profit depends on who can make it practical.

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FlashLoanLarry

· 19h ago

ngl the laser comms angle is lowkey just basis points arbitrage on infrastructure upgrade cycles... everyone's chasing the same five names and completely missing the real value extraction happening in the unsexy small metals play. classic mev-adjacent retail behavior tbh.

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StableGeniusDegen

· 19h ago

The commercial space sector is indeed impressive, but I've been following Guangha Communication's stock for a while. True growth still depends on whether it can be implemented later on. AI is a bit chaotic right now, it feels like everyone is just hyping concepts. The name "Worth Buying" is absolutely hilarious. Long-term, Jiangxi Copper is still worth holding. --- Is interstellar laser communication a real technology or just another round of hype? That's the real question. --- AI applications are everywhere, but can these companies really make money? That's the key. --- I'm optimistic about the space sector; communication upgrades are inevitable, and equipment providers are definitely going to benefit. --- What are institutions looking at in Jiayuan Technology? This needs further research.

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ForkInTheRoad