Xuan Gu Bao·2025-09-10 08:40Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index showed stronger performance. Oil and gas stocks collectively surged, with Junyou Co. hitting the daily limit. The film and tourism sectors were active, with Jinyi Film also reaching the daily limit. However, lithium and photovoltaic stocks in the new energy sector declined, with Shanneng Electric dropping nearly 10% [1]. Key Highlights 1. PCB and Computing Power - The PCB sector saw significant gains, with stocks like Dongshan Precision, Yidun Electronics, and Jingwang Electronics hitting the daily limit. Shenghong Technology rebounded with a 12% increase. In the computing power sector, stocks such as Bojie Co. and Chunzong Technology also reached the daily limit. Oracle's first-quarter earnings report revealed strong growth prospects in its AI business, leading to a post-market surge of over 27% in its stock price [4][5][6]. 2. Oil Services - The oil service sector performed well, with companies like Shandong Molong, Junyou Co., and Yunnan Energy Investment all hitting the daily limit. A recent explosion in Qatar and subsequent military actions have influenced oil prices, with WTI crude oil futures rising by 1% [8][9]. Analysts predict that the oil service sector will continue to recover, supported by OPEC's production cuts and rising capital expenditures [10]. 3. Domestic Chips - The domestic chip sector rebounded, with Tianpu Co. achieving an 11-day consecutive limit increase. Other stocks like Shenghui Integration and Dagang Co. also hit the daily limit. The approval of a significant fundraising plan for Cambrian Technology and the announcement of a stock incentive plan by Haiguang Information have catalyzed this rebound [11][12]. 4. AI Infrastructure Demand - The global demand for AI infrastructure is surging, driven by substantial investments from major tech companies. The capital expenditure of six major U.S. tech firms reached $99.973 billion, a 77% year-on-year increase. The global data center market is expected to grow significantly, with projections indicating it will reach $163.25 billion by 2027 [7]. 5. Other Active Sectors - Other sectors such as solid-state batteries, robotics, and consumer goods have seen active trading, while pharmaceuticals and energy storage have experienced declines [13].