算力领域10大龙头，个个潜力拉满，全球仅三家的优势，或将暴涨1000%！

Core Viewpoint - The computing power sector remains a constant focus in the stock market, with companies that possess high barriers to entry being the true investment opportunities, despite short-term fluctuations in stock performance [1]. Investment Trends - Major internet giants are significantly increasing their investments in computing power, with Tencent planning to invest 82 billion yuan by 2025, China Mobile aiming for 37.3 billion yuan (25% of its capital expenditure), and Alibaba intending to invest 380 billion yuan over the next three years, exceeding its total investment in the past decade [3]. Companies with High Barriers - Runze Technology is identified as a leading operator in the AIDC infrastructure and data center sector, being the largest data center industrial park operator in the country [4]. - Ruijie Networks specializes in network equipment and security products, standing out in the domestic data center switch market [5]. - Unisplendour ranks among the top three in the domestic market through its Xinhua San servers, having established deep partnerships with major clients like Alibaba Cloud and ByteDance [5]. - Cambricon is recognized as a leader in domestic AI chips, providing strong support for autonomous AI computing power [6]. - LightSpeed Technology leads in the optical module sector with strong R&D capabilities and a wide product range [7]. - Gaolan Co. focuses on thermal management equipment and control systems, having launched the world's first 12U immersion liquid cooling module, ranking among the top three in the domestic liquid cooling market [7]. - Oulu Tong is a core supplier of server power supplies, with deep expertise in product R&D and manufacturing [8]. - GigaDevice specializes in the development and production of memory and microcontrollers, being a leader in NOR Flash memory chips [9]. - DataPort holds competitive advantages in IDC and cloud service solutions, establishing a solid foothold in data center and cloud service sectors through partnerships with leading cloud providers [9]. - The last company mentioned is a rare "smart manufacturing + computing power" leader in China, possessing complete proprietary intellectual property across its supply chain, with multiple major global clients and significant shareholder confidence in its future growth [10].