算力板块“大反攻”

Group 1 - The surge in computing power concept stocks reflects optimistic market expectations for the development of the computing power industry, driven by continuous policy guidance and technological advancements [2][5] - Major companies in the computing power sector, such as Runze Technology and Naling Technology, have established significant infrastructure and services, indicating a strong commitment to this market [3][4] - ByteDance's investment in AI is substantial, with projected capital expenditures reaching 80 billion yuan in 2024 and 160 billion yuan in 2025, highlighting the increasing demand for computing power in AI applications [5][4] Group 2 - Global computing power infrastructure is accelerating, with a total scale of 910 Eflops by the end of 2023, representing a 40% year-on-year growth [7] - Policies are actively encouraging the development of the computing power industry, such as Shenzhen's initiative to issue "training vouchers" to reduce AI model development costs [8] - The AI industry is entering a new phase with the release of new products from core manufacturers like OpenAI and Google, which is expected to drive significant growth in the computing power industry chain [9]