B · Normal
[The disclosure of third quarter reports of listed companies has entered an accelerated period, and blue chip stocks have gained favor] On October 22, the disclosure of third quarter reports of A-share listed companies has entered an accelerated period. Wind data shows that as of the close of trading on October 21, a total of 150 listed companies have disclosed three quarterly reports, of which 98 companies have achieved year-on-year net profit growth in the first three quarters. The third quarter reports of leading industry stocks such as CATL, Fuyao Glass, Haiguang Information, Hikvision, Zangge Mining, and China Jushi have attracted much attention from the market. Some listed companies with outstanding performance, represented by Dean Diagnostics, saw their share prices rise significantly after the disclosure of their third quarter reports. According to interviewees from the institutions, the transition of AI computing power from a "capital expenditure story" to a "statement profit realization period" is one of the core themes of this third quarterly report. Segmented industries such as PCB and semiconductor testing have exploded simultaneously, and order visibility has extended into the fourth quarter. It is recommended to pay attention to directions with strong verifiable performance in the third quarter report, such as AI computing power. (China Securities Journal)
AI 🕐 2026-10-22 06:19

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