Huan Qiu Wang·2025-05-19 10:00Group 1 - The core viewpoint of the news is the launch of the computing power internet experimental network by China's three major telecom operators, aiming to enhance the interconnectivity and efficiency of computing resources across the country [1][3][4] - The experimental network will facilitate the interconnection of computing resources from the three telecom operators and the dispersed social computing resources nationwide, making it easier to "find, allocate, and use" computing power [3][4] - China's total computing power ranks second in the world, and the computing power internet is seen as a new type of infrastructure, with a public service platform expected to launch in July 2024 [3][4] Group 2 - The construction of the computing power internet is still in its early stages, facing challenges such as resource dispersion and lack of unified standards, which complicates collaborative allocation [4] - The computing power is crucial for artificial intelligence, with significant capital expenditure increases by international tech giants aimed at AI and cloud service infrastructure [4] - IDC data predicts that China's intelligent computing power will reach 1,037.3 EFLOPS by 2025 and exceed 2,781.9 EFLOPS by 2028, with a compound annual growth rate of over 35% from 2025 to 2028 [4] Group 3 - Nearly 60 computing power concept stocks in the A-share market are expected to reverse their overall performance in 2024, with revenue and net profit growth rates of 9.85% and 9.46%, respectively, significantly surpassing the previous year [4] - The three major telecom operators are projected to see continuous revenue and net profit growth from 2020 to 2024, with significant growth in their proprietary intelligent computing scale in 2024 [4] - 15 concept stocks are predicted to achieve profitability in 2024, with net profit growth expected to exceed 20% in 2025 and 2026, including companies like Tianyuan Dike and Inspur [5]