Xuan Gu Bao·2025-04-30 03:03Core Insights - The computing power and large model sectors have shown significant strength, with multiple stocks hitting their daily limit up, indicating a bullish market sentiment in these areas [1][2]. Group 1: Market Performance - Hongbo Co., Ltd. has achieved a four-day consecutive limit up, with a latest price of 15.88 and a rise of 9.97% [2]. - Other companies such as Chuanrun Co., Ltd. and Yitian Intelligent have also reported substantial gains, with Yitian Intelligent increasing by 14.97% [2]. Group 2: Policy and Industry Developments - Xi Jinping emphasized the importance of leveraging the new type of national system to advance artificial intelligence technology during a recent visit to Shanghai [3]. - Alibaba has launched the Qwen3 model, which is significantly more cost-effective and outperforms leading models, marking a major advancement in open-source AI technology [3]. - Beijing's new work guidelines aim to support private enterprises in building intelligent computing centers and provide financial incentives for companies purchasing domestically produced GPU chips [3]. Group 3: Company Announcements - Yitian Intelligent has signed a strategic cooperation framework agreement to build a domestic computing power cluster with an investment of 5.5 billion yuan, aiming to provide over 25,000 PetaFLOPS of computing power by the end of 2027 [4]. - Hongbo Co., Ltd. reported a significant increase in revenue for Q1 2025, achieving 677 million yuan, a year-on-year increase of 337.25%, and a net profit of 84.58 million yuan, marking a turnaround from losses [4]. Group 4: Analyst Insights - The AI sector is identified as a key driver of technological revolution and industrial transformation, with a focus on high-quality development amidst external uncertainties [5]. - Companies in the AI computing power industry are showing strong performance, indicating a high level of industry vitality and potential investment opportunities [5]. - The demand for domestic computing power is expected to rise, supported by favorable policies and the ongoing development of local technology [5].