Emerging technology sectors are producing numerous bull stocks.

During today's (September 17) morning session, major indices experienced strong fluctuations, with the STAR 50 Index hitting new phase highs intraday. From market performance, the big tech sector continued its surge, with lithography equipment, PEEK materials, and Unitree robotics concepts all rising over 3%.

Several leading stocks reached new historical highs again, with SMIC's A-shares briefly breaking through the 120 yuan per share barrier intraday. Two major humanoid robot concept leaders, Sanhua Intelligent Controls and Tuopu Group, both achieved new historical highs.

Low-priced stock enthusiasm remained robust, with Shoukai Co. hitting the daily limit again intraday. Xiangjiang Holdings, Beijing Jingyuntong Technology, and Shanzi Hi-tech also hit daily limits. However, *ST Gaohong (000851), currently the lowest-priced stock by market value, continued its daily limit down, with share prices hitting new historical lows.

000851, Historical New Low

*ST Gaohong is currently the lowest-priced individual stock in the A-share market, with yesterday's closing price at 0.57 yuan per share and the latest closing price at 0.54 yuan per share, once again hitting historical lows.

On the news front, on the evening of August 8, the company announced it had received an "Administrative Penalty Prior Notice" from the China Securities Regulatory Commission. According to the Notice's findings, the company's 2020 private placement constituted fraudulent issuance, and its annual reports from 2015 to 2023 contained false records, triggering major illegal forced delisting conditions under Articles 9.5.1(1) and 9.5.2(1)(6) of the Shenzhen Stock Exchange Listing Rules, potentially facing major illegal forced delisting.

The company also faces multiple risks. Zhongshen Yatai Certified Public Accountants audited the effectiveness of the company's 2023 annual financial report internal controls and issued a disclaimer of opinion. The company's audited net profits (whichever is lower before and after deducting non-recurring gains and losses) were negative for three consecutive accounting years from 2021 to 2023, and the 2023 audit report showed uncertainty in the company's going concern capability. In August 2024, the company's main bank accounts were frozen. Shenzhen Xutai Certified Public Accountants audited the company's 2024 financial statements and issued a disclaimer of opinion.

AI Glasses Heat Up

Since this year, technology stocks have shown strong momentum, especially themes based on major industrial development logic, including AI and humanoid robots, which have performed particularly well. AI glasses, as a clearly positive industry theme, especially under the backdrop of tech giants vigorously promoting industrialization and commercialization, shows promising future development prospects.

According to U.S. tech giant Meta's official website, Meta Connect 2025 is scheduled for September 17-18, Pacific Standard Time, where Zuckerberg will "share the latest information about artificial intelligence (AI) glasses and Meta's vision for AI and the metaverse" in his keynote speech.

Zuckerberg believes that smart glasses will be an indispensable part of the artificial intelligence field in the future. Meta deeply integrates artificial intelligence into smart glasses and continuously expands their boundaries, making them more than just a hybrid product combining cameras and headphones.

Huatai Securities remains optimistic about the long-term potential of glasses as an Always-on interaction portal under the backdrop of improving AI model capabilities, while suggesting attention to short-term catalysts that recent new product releases from leading companies may bring to the industry chain.

Leveraged Funds Increase Positions in High-Growth Quality Stocks

During the morning session, some AI glasses concept stocks surged significantly, with Wavelength Optoelectronics hitting the "20cm" daily limit, while Hui Cheng Vacuum and Changying Precision rose over 11%. Yongxin Optics and Cosentech hit daily limits.

Within concept sectors, high-growth stocks with leveraged fund increases are hidden. According to statistics, since September, among AI glasses concept stocks with net financing purchases, 41 stocks have institutional consensus forecasts for net profit growth exceeding 20% for both next year and 2027.

Looking at specific stocks, Xiechuang Data, rated by 7 institutions, has institutional consensus forecasts for net profit growth exceeding 30% for the next two years, with net financing purchases exceeding 900 million yuan since September.

Additionally, Beijing Junzheng, VeriSilicon, and Sunwoda have all seen net financing purchases exceeding 500 million yuan since September.