What does it take to become a dragon? If your name is Longsys Electronics Co. Ltd. (301308.SZ), the answer is simply being in the right place at the right time. In this case, Longsys just happens to be right in the middle of a red-hot market for memory chips and related products, which have lately become investor darlings on spiking prices as the latest group of AI concept stocks.
一遇存储便化龙！
Memory chips are playing a pivotal role as AI looks poised to dominate the future, making stocks of related companies into hot commodities. Shares of GigaDevice (3986.HK; 603986.SH) have more than quadrupled since their IPO in January, while Montage Technology (6809.HK; 688008.SH) has nearly tripled since its debut a month later. Longsys’ Shenzhen-listed A-shares have done equally well, skyrocketing more than sixfold over the past year.
人工智能势将主宰未来，AI的发展路途上，存储芯片扮演着举足轻重的角色，相关企业的股份成为资本市场必争之物。今年才在港上市的兆易创新（3986.HK,603986.SH）及澜起科技（6809.HK,688008.SH），前者股价较发行价升3.5倍，后者亦升2.7倍；至于深圳A股上市的深圳市江波龙电子股份有限公司（301308.SZ）更夸张，过去一年股价大升逾六倍。
The company’s Hong Kong listing attempt follows a recent pattern that has seen many Chinese firms already listed on domestically-focused markets in Shenzhen and Shanghai making second listings in Hong Kong to target the city’s more international investor pool.
已故著名股评家曹仁超的一句名言：“有智慧不如趁势”，或许江波龙最能领会，虽然去年申请失利，但今年存储芯片股份被疯狂追捧，眼见机不可失，近日再向港交所申请上市。