Workflow
大爆发!多股涨停
Zhong Guo Ji Jin Bao·2025-04-30 03:00

Market Overview - The A-share market experienced a shift with funds moving from previously popular sectors like banks and PEEK materials back to technology sectors, particularly computing power stocks [1] - As of the latest trading session, the Shanghai Composite Index fell by 0.17%, while the Shenzhen Component Index rose by 0.59%, and the ChiNext Index increased by nearly 1% [1] Computing Power Stocks - Computing power concept stocks saw a significant surge, with companies like Hongbo Co., Ltd. (002229) achieving a four-day consecutive limit-up [2] - Other notable performers included Zhejiang Wenlian (600986) and Focus Technology (002315), both of which also hit their daily price limits [6][7] AI Sector Developments - The Beijing government has released a work plan to support the healthy and high-quality development of the private economy, which includes backing private enterprises in building intelligent computing centers and providing support for companies purchasing self-controlled GPU chips [8] - Major companies like Tencent and Alibaba have made substantial GPU resource purchases from ByteDance, with Tencent acquiring approximately 2 billion yuan worth [8] - ByteDance reportedly has around 1 million GPU cards, positioning it among the top in global computing power resources [8] Banking Sector Performance - The banking sector faced a collective downturn, with Huaxia Bank leading the decline at 8%, while other major banks like China Construction Bank and Agricultural Bank of China also saw declines exceeding 2% [9][10] - Specific financial results for Q1 2025 showed Huaxia Bank's net profit at 5.063 billion yuan, down 14.04% year-on-year, and China Construction Bank's net profit at 83.35 billion yuan, down 3.99% year-on-year [10]