科技巨头财报集体披露，算力依然是最高景气方向之一

Group 1 - The strong performance of Microsoft's Azure cloud computing business has led to a revenue forecast that exceeds expectations, resulting in a stock price increase of over 10% in the last three trading days [1] - The demand for AI servers has significantly boosted Hon Hai's revenue, which grew by 25.5% year-on-year to NT$641.37 billion in April, marking the highest for the same period in history [1] - The first quarter reports indicate that the thriving sectors in the A-share market are concentrated in consumption, pharmaceuticals, and AI computing [1][2] Group 2 - The consumer sector's growth is primarily driven by durable goods, benefiting from trade-in programs for home appliances, small appliances, and two-wheeled vehicles, along with some new consumption areas like cosmetics and paper products [2] - The pharmaceutical sector shows strong performance in areas such as CXO, innovative drugs, and blood products [2] - The demand for high-performance computing cards is robust, with many manufacturers opting for a "rent instead of buy" model, which is promoting the growth of the computing rental industry [1][2] Group 3 - Major players in the computing rental industry include Hongjing Technology, Xiechuang Data, Runjian Co., Hainan Huatie, Litong Electronics, Jinjiji Co., Langke Technology, and Jingyuan Environmental Protection [3] - State-owned enterprises involved in this sector include Yunsai Zhiliang, Tongniu Information, Shensanda A, and China Unicom [4] - Domestic computing companies include Cambrian, Haiguang Information, Digital China, and Zhongke Shuguang [4]