龙虎榜复盘 | 海外算力公司大涨带动算力反扑，石油异动

Group 1: Stock Market Activity - On the institutional trading leaderboard, 26 stocks were listed, with 11 experiencing net buying and 15 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Xiaocheng Technology (CNY 353 million), Tianji Shares (CNY 159 million), and Zhejiang Rongtai (CNY 117 million) [1] Group 2: Company Developments - Zhejiang Rongtai acquired a 15% stake in Guangzhou Jinli Intelligent Transmission Technology Co., Ltd., which will help the company enter emerging fields such as precision transmission, intelligent equipment, and humanoid robots [3] - In May 2025, Zhejiang Rongtai established a wholly-owned subsidiary, Zhejiang Rongtai Intelligent Robot Co., Ltd., to expand its business development [3] Group 3: AI Infrastructure Market - The global demand for AI infrastructure is surging due to significant investments from large-scale data centers and cloud service providers, leading to rapid expansion in the AI server and data center equipment market [4] - According to market forecasts, the global data center scale is expected to grow at a double-digit rate annually from 2025 to 2027, reaching USD 163.25 billion by 2027 [4] Group 4: Oil Industry Insights - The company is a leader in the oil service composite perforation industry, with its U.S. subsidiary TWG being a top player in North America's perforation sector [6] - WTI crude oil futures saw an intraday increase of 1% [7] - According to Shenwan Hongyuan, oil prices are expected to remain stable at mid-high levels due to OPEC's production cuts and shale oil cost support, with an anticipated increase in drilling day rates as global capital expenditure rises [7]