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Demand for artificial intelligence computing power is exploding, and many domestic and foreign giants are planning to drastically increase data center production capacity. According to statistics from the Securities Times and Databao, there are more than 100 A-share concept stocks in the data center industry chain. Today, Chengdi Xiangjiang and Hanggang shares rose or stopped, Shenghong shares rose 12.92%, and Xuguang Electronics and Tongniu Information had the highest gains. In terms of performance, 45 concept stocks have announced semi-annual results related announcements. According to statistics in the order of the lower net profit limit for semi-annual reports, performance reports, and performance forecasts, 4 shares turned losses into profits in the first half of the year, 2 shares reduced losses year on year, and 24 shares achieved year-on-year net profit growth. Among them, Litong Electronics and Fuhan all increased slightly by more than 1000%. Some concept stocks with pre-increased performance have attracted institutional attention. Statistics show that of the 24 shares with the net profit increase mentioned above, 7 have received institutional research since July. Among them, Xinyisheng, Tianfu Communications, and Tongfu Microelectronics have the highest number of researchers, reaching 417, 40, and 36, respectively.

Zhitongcaijing·08/11/2026 10:49:08
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Demand for artificial intelligence computing power is exploding, and many domestic and foreign giants are planning to drastically increase data center production capacity. According to statistics from the Securities Times and Databao, there are more than 100 A-share concept stocks in the data center industry chain. Today, Chengdi Xiangjiang and Hanggang shares rose or stopped, Shenghong shares rose 12.92%, and Xuguang Electronics and Tongniu Information had the highest gains. In terms of performance, 45 concept stocks have announced semi-annual results related announcements. According to statistics in the order of the lower net profit limit for semi-annual reports, performance reports, and performance forecasts, 4 shares turned losses into profits in the first half of the year, 2 shares reduced losses year on year, and 24 shares achieved year-on-year net profit growth. Among them, Litong Electronics and Fuhan all increased slightly by more than 1000%. Some concept stocks with pre-increased performance have attracted institutional attention. Statistics show that of the 24 shares with the net profit increase mentioned above, 7 have received institutional research since July. Among them, Xinyisheng, Tianfu Communications, and Tongfu Microelectronics have the highest number of researchers, reaching 417, 40, and 36, respectively.