Zheng Quan Shi Bao·2025-09-10 17:54Group 1 - The rapid development of artificial intelligence (AI) is significantly driving the demand for cloud computing and big data companies, leading to increased orders and stock performance in these sectors [1][2] - Major public funds are heavily investing in cloud computing companies, with notable movements in stocks like Kingdee International, GDS Holdings, Weimob, and Mingyuan Cloud, attributed to the accelerated overseas demand for cloud services [1][2] - Oracle Corporation reported a surge in customer orders due to rising demand for its low-cost cloud infrastructure services, with expectations of signing several multi-billion dollar contracts, resulting in a stock price increase of approximately 28% [1] Group 2 - There is a growing focus among funds on cloud computing and cloud data services, with initiatives like the South Fund's collaboration with GDS Holdings to launch a REIT, and investments in AI medical cloud platforms by various funds [2] - The cloud computing industry is evolving from traditional IaaS services to higher value-added PaaS and SaaS offerings, driven by the increased demand for computing power from AI model training and inference [2] - The cloud computing sector is expected to benefit from long-term growth potential and short-term policy support, particularly in areas like AI computing power, hybrid cloud, and industry-specific cloud solutions [2] Group 3 - The A-share market is anticipated to maintain a structural trend into the second half of 2025, with computing power infrastructure and AI application commercialization as core drivers [3] - The demand for computing power is expected to surge as global AI giants engage in a competitive race, leading to significant opportunities in the cloud computing sector [3] - Cloud computing and big data are identified as foundational elements for digital transformation in China, with their importance highlighted in the "14th Five-Year Plan" for accelerating digital development [3]