Di Yi Cai Jing·2025-04-29 02:44Group 1 - The core viewpoint of the news highlights the ongoing rebound in computing power concept stocks, with notable gains in companies such as Hongbo Co., Ltd., Litong Electronics, and ST Huatuo [1][2] - As of the latest data, the computing power scale of the eight major hub nodes in China's "East Data West Computing" initiative has reached 215.5 quintillion floating-point operations per second, with intelligent computing power accounting for 80.8% of the total [3] - The National Bureau of Statistics indicates that the construction of a nationwide integrated computing network is accelerating, enhancing user experience and providing flexible network services for SMEs and research institutions [3] Group 2 - Guosheng Securities believes that increased policy emphasis on artificial intelligence is expected to accelerate the development of AI applications and the upstream computing power industry [4] - CITIC Construction Investment reports that companies related to the AI computing power industry have shown good performance in their financial disclosures for 2024 and Q1 2025, indicating a high level of industry prosperity [4]