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Demand for artificial intelligence computing power continues to explode, and global computing power infrastructure ushered in a large-scale investment boom. In order to meet the demand for faster delivery brought about by rapid growth in computing power, Alibaba Cloud released a new generation of fully modular artificial intelligence data center architectures, and technology giants at home and abroad increased intelligent computing facilities. Combined with domestic policies, the construction of green computing power and computing power networks continues to be promoted, market space is being freed up at an accelerated pace, and the data center industry chain has ushered in a development window. According to the Securities Times and Databao statistics, there are more than 100 A-share concept stocks in the data center industry chain. On August 11, Chengdi Xiangjiang and Hanggang Steel shares rose and stopped, Shenghong shares rose 12.92%, and Xuguang Electronics and Tongniu Information continued to rise. Judging from the results, 45 concept stocks announced announcements related to their semi-annual results. According to statistics in the order of the minimum net profit limit for semi-annual reports, performance reports, and performance forecasts, net profit from 24 shares to mother achieved year-on-year growth. Among them, Litong Electronics and Fuhanwei all increased by more than 1000% year-on-year. According to the data, of the 24 shares with the above increase in net profit, 7 shares have been surveyed by institutions since July. Among them, Xinyisheng, Tianfu Communications, and Tongfu Microelectronics received the highest number of institutional researchers, reaching 417, 40, and 36, respectively.

Zhitongcaijing·08/11/2026 23:17:04
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Demand for artificial intelligence computing power continues to explode, and global computing power infrastructure ushered in a large-scale investment boom. In order to meet the demand for faster delivery brought about by rapid growth in computing power, Alibaba Cloud released a new generation of fully modular artificial intelligence data center architectures, and technology giants at home and abroad increased intelligent computing facilities. Combined with domestic policies, the construction of green computing power and computing power networks continues to be promoted, market space is being freed up at an accelerated pace, and the data center industry chain has ushered in a development window. According to the Securities Times and Databao statistics, there are more than 100 A-share concept stocks in the data center industry chain. On August 11, Chengdi Xiangjiang and Hanggang Steel shares rose and stopped, Shenghong shares rose 12.92%, and Xuguang Electronics and Tongniu Information continued to rise. Judging from the results, 45 concept stocks announced announcements related to their semi-annual results. According to statistics in the order of the minimum net profit limit for semi-annual reports, performance reports, and performance forecasts, net profit from 24 shares to mother achieved year-on-year growth. Among them, Litong Electronics and Fuhanwei all increased by more than 1000% year-on-year. According to the data, of the 24 shares with the above increase in net profit, 7 shares have been surveyed by institutions since July. Among them, Xinyisheng, Tianfu Communications, and Tongfu Microelectronics received the highest number of institutional researchers, reaching 417, 40, and 36, respectively.