Mei Ri Jing Ji Xin Wen·2025-08-27 06:46Core Viewpoint - The A-share AI computing power industry chain has experienced significant growth, with leading companies in AI computing power chips and optical modules reporting impressive financial results and stock price increases, driven by government support for AI initiatives [1] Company Performance - Cambricon Technologies: Reported revenue of 2.881 billion yuan for the first half of the year, a staggering year-on-year growth of 4347.82%, and a net profit of 1.038 billion yuan, marking a return to profitability [1] - Zhongji Xuchuang: Achieved revenue of 14.789 billion yuan, a year-on-year increase of 36.95%, with a net profit of 3.995 billion yuan, up 69.4% [1] - Victory Technology: Recorded revenue of 9.031 billion yuan, a growth of 86.00%, and a net profit of 2.143 billion yuan, soaring by 366.89% [1] - Inspur Information: Generated revenue of 80.192 billion yuan, reflecting a 90.05% increase, with a net profit of 799 million yuan, up 34.87% [1] Market Trends - The AI computing power sector is seeing a strong performance in the stock market, with significant increases in stock prices for leading companies and related ETFs, indicating robust investor interest [1] - The domestic computing power industry is focusing on self-sufficiency and scenario adaptation, while overseas efforts are directed towards high-end technology and global expansion [1] - The growth cycle of the AI computing power chain is expected to continue, with high certainty of growth across various fields including computing power chips, servers, optical modules, and more [1]