Cambricon(SH:688256) Zhong Guo Zheng Quan Bao·2025-08-27 04:54Core Viewpoint - The AI sector is experiencing significant growth, with hardware components such as server power supplies, optical modules, and liquid-cooled servers leading the market surge, as evidenced by the historical highs reached by several stocks [1][4]. AI Sector Performance - AI leader stock, Cambricon, saw a 6.01% increase, reaching a peak price of 1438 yuan, with a midday closing price of 1408.9 yuan and a trading volume of 149.98 billion yuan, making it the top performer in the A-share market [1][3]. - Other AI-related stocks, including NewEase and Zhongji Xuchuang, also experienced significant price increases, indicating a robust market sentiment towards AI investments [6][7]. Catalysts for Growth - Recent government policies, particularly the State Council's issuance of the "Artificial Intelligence + Action Plan," aim for deep integration of AI across six key sectors by 2027, with a target of over 70% application penetration of new intelligent terminals and agents [6]. - Goldman Sachs has raised target prices for leading stocks in the AI sector, including Cambricon and NewEase, which has sparked market interest [7]. - Major AI companies are actively innovating, with Google launching its Tensor G5 chip and Meta restructuring its AI team, indicating a competitive landscape that could drive further growth in the sector [7]. Consumer Electronics Sector - The consumer electronics sector is also witnessing a rise, with stocks like Longyang Electronics and Anli Shares hitting their limits, reflecting a positive market trend [9][12]. - The upcoming product launches from major companies like Apple and Huawei are expected to boost the consumer electronics market, particularly in AI-enabled devices, as the third quarter is traditionally a peak season for new releases [12].