RISC-V accelerates the landing of the industry, and the concept stocks with the highest net buying since May are revealed.
On May 25th, the concept stocks of the fifth-generation reduced instruction set architecture collectively rose, with an average increase of 2.85%. MooreThread Innovation hit the limit, with Nationz Technologies, Ziguang Guowei, and Ju Yi Information leading the way with increases of 7.91%, 6.63%, and 6% respectively. In terms of news, Alibaba's Damo Academy announced that on May 25th, the Xuantie team announced that its 9 series high-performance processors have completed adaptation for the Android 16 operating system and have targeted to release the Xuantie Android platform to strategic clients. As the world's first RVA23-compatible RISC-V processor successfully running the latest version of the Android system, the Xuantie 9 series has achieved a milestone breakthrough, marking RISC-V's transition from functional transplant to standardized compatibility and productization in the Android ecosystem, laying a solid technological foundation for commercial scale. According to Securities TimesData Treasure statistics, there are a total of 28 A-share stocks involved in the RISC-V layout, mainly concentrated in semiconductor and IT service industries. In terms of performance, in the first quarter of this year, 9 concept stocks achieved year-on-year net profit growth, with MooreThread Innovation, Beijing Junzheng, Haoshanghao, and others having increases of over 100%, and Liyang chip turning losses into profits with 5 stocks reducing losses year-on-year. In terms of funding, RISC-V concept stocks have received a total net investment of 3.872 billion yuan since May, with 12 stocks receiving a net investment, MooreThread Innovation ranking first with 41.72 billion yuan, followed closely by Ziguang Guowei, Liyang chip, Zhongwei Semiconductor, and Jou Yi Information with 2.61 billion yuan, 1.51 billion yuan, 1.23 billion yuan, and 1.11 billion yuan respectively.
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