这个概念大爆发，7000亿龙头猛涨

Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index down 0.68% and the Shenzhen Component Index down 0.45% as of midday, while the ChiNext Index rose 0.43% [1] - The market turnover reached 1.14 trillion yuan, with over 3,400 stocks declining and around 1,800 stocks rising [1] Company Performance - Tibet Tourism achieved a 9-day consecutive limit-up, with a cumulative increase of over 135% in the last 9 trading days, and a midday turnover of nearly 1.3 billion yuan, marking a historical high in trading volume [3] - Tibet Tourism announced that from July 21 to July 30, its stock price increased by 114.56%, with no significant changes in its fundamentals [5] - The core revenue of Tibet Tourism comes from its scenic area business, which generated 163 million yuan in revenue for 2024, accounting for 76.5% of total revenue [5] Industry Trends - The computing power concept led the market, with liquid cooling servers and CPO segments performing particularly well [6][7] - The anticipated release of GPT-5 by OpenAI is expected to significantly increase demand for computing power, with projections indicating a threefold increase in the reasoning market by 2025 [9] - Industrial Fulian, a leader in computing power, saw its stock price rise over 8%, reaching a historical high with a market capitalization exceeding 700 billion yuan [10] Broker Recommendations - Multiple brokerages have released August strategies, with a positive outlook for the A-share market driven by policy expectations and economic recovery [13] - The basic chemical sector received the most stock recommendations, with 7 stocks highlighted, indicating a potential upward cycle in the industry [14] - Technology stocks are also seen as opportunities, with several semiconductor companies included in the August recommendations [15]