证券之星消息，1月28日IT服务板块较上一交易日下跌0.69%，卓易信息领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300017 | 网宿科技 | 15.59 | 15.14% | 714.71万 | | 113.69亿 | | 301218 | 华是科技 | 36.00 | 11.52% | 20.49万 | | 6.98亿 | | 000815 | 美利云 | 14.28 | 10.02% | 57.91万 | | 8.26亿 | | 301178 | 天亿马 | 56.56 | 7.98% | 5.48万 | | 3.07亿 | | 301396 | 宏景科技 | 105.01 | 7.04% | 31.13万 | | 31.33 乙 | | 002232 | 启明信息 | 20.27 | 5.68% | 22.96万 | | 4.62亿 ...

Core Insights - The article highlights a significant surge in AI-related stocks, particularly with Jinji Co., which saw a 20% limit up, and the Clawdbot AI Agent project gaining immense popularity with over 58,000 stars on GitHub within a month, marking a "lobster moment" for AI [2][3] Price Adjustments in Cloud Services - Google Cloud announced a price increase for global data transmission services starting May 2026, with North American rates doubling from $0.04 to $0.08 per GB, and similar increases in Europe and Asia [3] - This price adjustment reflects a shift in the long-standing trend of decreasing prices in the cloud services industry, driven by rising demand for AI computing power and increasing upstream costs [3] AI Agent Project Clawdbot - Clawdbot has rapidly gained traction, with a daily increase of 62% in GitHub stars and nearly 9,000 members in its Discord community, being compared to a "ChatGPT moment" for 2026 [3][4] - The project has received endorsements from notable figures in the tech industry, further fueling discussions and interest [3] Impact on AI Industry - Analysts predict that as AI integrates into workflows, the demand for tokens will experience explosive growth, benefiting the entire AI industry chain [4] - The recent price hikes in cloud services are expected to contribute to the growth of the computing rental sector, which has already seen significant stock price increases [6] Developments in Cloud Computing - Amazon Web Services (AWS) announced a 15% price increase for its EC2 machine learning capacity blocks, marking the first price adjustment in nearly 20 years [6] - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capacity, indicating a robust demand for AI cloud infrastructure [6] Advancements in AI Models - Alibaba launched its Qwen3-Max-Thinking model, boasting over 1 trillion parameters and outperforming several leading models in key performance benchmarks [7] - The pricing strategy of AWS reflects the high demand for AI computing resources, while domestic giants like ByteDance, Alibaba, and Tencent are expected to significantly boost AI cloud infrastructure demand [7]

Core Insights - The article highlights a significant surge in interest and investment in AI technologies, particularly with the launch of the AI Agent project Clawdbot, which has gained over 58,000 stars on GitHub within a month, marking a 62% increase in daily engagement [1][2][8] - Google Cloud has announced a price increase for its data transmission services, effective May 1, 2026, with North American rates doubling, indicating a pivotal shift in the long-standing trend of decreasing cloud service prices [2][8] - The demand for AI computing power is expected to rise dramatically, driven by the increasing integration of AI into workflows, which could lead to explosive growth in token demand and benefit the entire AI industry chain [3][8] Industry Developments - Google Cloud's price adjustments will affect three service categories: CDN Interconnect, Direct Peering, and Carrier Peering, with North American data transmission costs rising from $0.04 to $0.08 per GB, European costs from $0.05 to $0.08, and Asian costs from $0.06 to $0.085 [2][8] - The AI computing rental sector is experiencing a boom, with companies like Meiliyun seeing significant stock price increases, and AWS announcing a 15% price hike for its EC2 machine learning capacity blocks, marking its first price adjustment in nearly 20 years [3][9] - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capabilities, further validating the high demand for AI cloud infrastructure [9][10] Competitive Landscape - CoreWeave, originally a cryptocurrency mining company, has shifted its focus to AI cloud computing and GPU rental services, reflecting the growing importance of AI infrastructure [4][9] - Alibaba has launched its flagship AI model, Qwen3-Max-Thinking, which boasts over 1 trillion parameters and has outperformed leading models in key performance benchmarks, positioning it as a strong competitor in the AI landscape [10][11] - The increasing capabilities of domestic giants like ByteDance, Alibaba, and Tencent are expected to significantly boost the demand for AI cloud infrastructure in China [11]

Core Insights - The article highlights a significant surge in interest and investment in AI technologies, particularly with the launch of the AI Agent project Clawdbot, which has gained over 58,000 stars on GitHub in less than a month, marking a 62% daily increase [1][2] - Google Cloud has announced a price increase for its data transmission services starting May 2026, with North American rates expected to double, indicating a shift in the long-standing trend of decreasing prices in the cloud services industry [2][4] Group 1: AI Agent and Market Response - Clawdbot is being referred to as the "ChatGPT moment" of 2026, with significant engagement in the tech community, including endorsements from notable figures like Tesla's former AI chief [2][3] - The demand for AI capabilities is projected to explode as AI integrates into workflows, benefiting the entire AI industry chain [3] Group 2: Data Center and Cloud Services - Google Cloud's price adjustments will affect various services, including CDN Interconnect and Direct Peering, with North American data transmission costs rising from $0.04 to $0.08 per GB, and similar increases in Europe and Asia [2] - Amazon Web Services (AWS) has also announced a 15% price increase for its EC2 machine learning capacity blocks, marking its first price adjustment in nearly 20 years, reflecting the growing demand for AI computing resources [4][5] Group 3: Investment and Infrastructure Developments - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capacity, further validating the high demand for AI cloud infrastructure [4] - Alibaba has launched its Qwen3-Max-Thinking model, which boasts over 1 trillion parameters and has outperformed leading models in key performance benchmarks, indicating the competitive landscape in AI model development [5]

Market Overview - On January 28, the cloud computing sector experienced a significant surge, with Meili Cloud hitting the daily limit, and companies like Wangsu Science and Technology and Oulutong rising over 10% [1] - Meili Cloud's stock price reached 14.28, reflecting a 10.02% increase, while Wangsu Science and Technology saw a price of 16.04, up by 18.46% [2] Price Increases by Major Cloud Providers - Google Cloud announced on January 27 that it will increase global data transfer service prices starting May 2026, with North American rates expected to double from current levels [3] - Amazon Web Services raised its EC2 machine learning capacity block prices by approximately 15%, with the p5e.48xlarge instance's hourly cost increasing from $34.61 to $39.80 [3] Institutional Insights - The recent price hikes confirm the high demand for AI computing power globally, indicating a growing scarcity of resources in the AI cloud industry [4] - The price increases mark a departure from the long-standing trend of declining cloud service prices, suggesting that once a price increase is successfully implemented without significant customer loss, further increases may follow more easily [4] - The global cloud computing market is projected to reach $692.9 billion in 2024, with a year-on-year growth of 20.3%, driven by the demand for IaaS due to AI model training [4] - The emergence of Clawdbot signifies a shift in AI product forms from "scene-level assistants" to "system-level agent platforms," enhancing overall efficiency in various business operations [4]

Group 1 - Naxing Co., Ltd. reached the daily limit increase, while Wangsu Technology surged by 16%, Oulutong rose by 13%, and Capital Online increased by nearly 8% [2] - Other companies such as Yunsai Zhili, Guanghuan Xinwang, and Qingyun Technology also experienced gains [2] Group 2 - The stock prices and percentage changes for several companies are as follows: - Wangsu Technology: 15.81, up 16.77% - Oulutong: 258.59, up 13.45% - Meili Cloud: 14.28, up 10.02% - Naxing Co., Ltd.: 22.72, up 10.02% - Capital Online: 29.02, up 7.92% - Yunsai Zhili: 23.21, up 4.69% - Guanghuan Xinwang: 15.78, up 4.09% - Qingyun Technology: 85.30, up 4.06% [3] Group 3 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [2]

Group 1 - Naxing Co., Ltd. (南兴股份) reached a limit-up, while Wangsu Science & Technology (网宿科技) increased by 16%, Oulu Tong (欧陆通) rose by 13%, and Capital Online (首都在线) gained nearly 8% [2] - Other companies such as Yunzhai Zhili (云寨智联), Guanghuan Xinwang (光环新网), and Qingyun Technology (青云科技) also experienced increases [2] - The stock price changes for notable companies include: Wangsu Science & Technology at 15.81 with a rise of 16.77%, Oulu Tong at 258.59 with a rise of 13.45%, and Naxing Co., Ltd. at 22.72 with a rise of 10.02% [3] Group 2 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [4]

1月28日，A股早盘窄幅震荡，截至9:35，沪指涨0.10%，深成指跌0.10%，创业板指下跌0.17%。 东方证券认为，当前市场内生韧性较强，并非单纯依靠权重股拉动。当前随着上市公司年报预告进入披 露高峰，业绩影响将更加显著，结合年报业绩预告线索，当前业绩具备亮点且本轮涨幅偏低的行业主要 集中在AI硬件(北美算力、消费电子)、电池、医药等，值得投资者持续关注。 盘面上，贵金属概念延续强势，中国黄金4连板;半导体产业链再度走强，存储芯片领涨，气派科技、中 微半导涨超10%;算力产业链继续走高，美利云一字涨停。下跌方面，光伏、保险、医药等板块跌幅居 前。 贵金属概念延续强势，中国黄金4连板，湖南黄金3连板，四川黄金、赤峰黄金、招金黄金、豫光金铅、 盛达资源、兴业银锡跟涨。 点评：消息面上，现货黄金持续刷新历史新高，涨幅扩大至2.6%，报5142美元/盎司。现货白银站上113 美元/盎司。 机构观点 1、华西证券：保持慢牛上涨趋势不变 展望后市，信达证券认为，春节前流动性环境大概率较好，市场可能继续偏强，1月在资金情绪分化的 背景下可能会有一些波动，2月或是更确定的窗口期。 热门板块 1、算力租赁概念走强 算力租 ...

转自：智通财经 【算力租赁概念走强 美利云一字涨停】智通财经1月28日电，早盘算力租赁概念走强，美利云一字涨 停，网宿科技、青云科技涨超10%，优刻得、首都在线、并行科技、铜牛信息、云赛智联跟涨。消息面 上，谷歌正式发布将于2026年5月1日对数据传输的价格进行调整，其中北美地区翻倍。此前，亚马逊云 科技（AWS）上调其EC2机器学习容量块价格约15%，此举被视为AI算力资源紧缺背景下云计算定价逻 辑的重大转变。 ...

云计算板块集体高开，美利云涨停，网宿科技涨超15%，青云科技涨超10%，优刻得、并行科技、首都 在线、铜牛信息、云赛智联跟涨。 ...