CXMT is trading 3.14% up at CNY 40.02 on November 4, 2026, with a DRAM-sector rebound the stronger explanation for the move. - Investors are refocusing on AI-related memory demand after the previous session’s weakness. - Recent semiconductor coverage described a selective shift back toward DRAM and equipment, while NAND price concerns weighed on some memory stocks. - No clear CXMT-specific announcement explains the move; sector coverage supports this explanation but does not establish a company-specific catalyst.