2025‑11‑26: Market Activity in the AI Hardware Sector
The Shanghai Stock Exchange witnessed a pronounced surge in shares related to AI hardware on the day. Several listed companies experienced substantial gains, reflecting a broader market rally driven by expectations of accelerated AI demand and new capital inflows.
Key Market Movements
| Symbol | Company | Change (±%) | Notes |
|---|---|---|---|
| 688205 | 德科立 (DeKe Li) | +20.00 | Net inflow of ¥2.72 billion; 5‑day average inflow 9.47 % |
| 688027 | 国盾量子 (GuoDun Quantum) | +5.03 | Net inflow of ¥5.42 billion; 21.97 % inflow rate |
| 688048 | 长光华芯 (ChangGuang Hua Xin) | +20.00 | Net inflow of ¥2.26 billion |
| 688110 | 东芯股份 (DongXin Shares) | +10.00 | Broader strength in the sector |
| 688099 | 晶晨股份 (JingChen Shares) | +4.18 | 9.81 % inflow rate |
The overall trading volume across the two exchanges reached ¥13.215 billion, with the Shenzhen‑Shanghai market receiving ¥2.135 billion in net inflows. The 12‑share cohort that attracted more than ¥1 billion in net inflows highlights the concentration of capital on AI‑enabled semiconductor and chip‑design firms.
Contextual Drivers
AI Infrastructure Expansion Amazon announced a US$500 million investment to build AI‑centric data centers in the United States, slated to start in 2026. This commitment is expected to reinforce demand for high‑performance computing hardware.
Industry Momentum Meta Platforms is reportedly considering a multi‑billion‑dollar purchase of Google’s TPU technology. Google’s latest TPU “Ironwood” has been described as the most powerful, energy‑efficient custom chip to date.
Policy and Fund Flow The 科创100ETF (ETF 588220) recorded a net inflow of ¥227 million on 2025‑11‑24, signalling continued institutional backing for the “hard‑tech” segment. The ETF’s performance aligns with the sector’s positive trajectory.
Impact on DOSILICON
DOSILICON (公司代号 未披露) is listed on the Shanghai Stock Exchange and operates within the semiconductor domain. Although the company’s own trading activity is not highlighted in the above reports, the prevailing market sentiment for AI‑enabled chip manufacturers is favorable. The sustained inflows into comparable peers—particularly those engaged in AI hardware such as 德科立 and 国盾量子—suggest that investors are allocating capital toward firms that can supply the computing power demanded by next‑generation AI applications.
Given DOSILICON’s positioning within the same industry, it is reasonable to anticipate that the company may benefit from:
- Increased liquidity as institutional investors seek exposure to high‑growth semiconductor stocks.
- Potential valuation lift if the market continues to prioritize AI‑hardware providers.
- Improved visibility among index constituents that track AI‑related performance metrics.
