Ge Long Hui·2025-09-11 02:43Core Insights - The AI computing sector in A-shares has experienced significant growth, with major players like Industrial Fulian hitting the daily limit up for two consecutive days, and companies like Xinyi Sheng and Zhongji Xuchuang rising over 8% [1] - Oracle's stock surged nearly 36% after its earnings report, with its cloud business growth forecast raised from 70% to 77% for the fiscal year, and a $300 billion computing power agreement signed with OpenAI [1] - Citigroup raised the target price for "Yizhongtian," indicating that despite recent price increases in Chinese optical module stocks, the visibility of demand through 2027 justifies a reevaluation to over 20 times the price-to-earnings ratio [1] Company Performance - Industrial Fulian, a major player in AI computing, has seen its stock hit the daily limit up, indicating strong market interest and performance [1] - The 5G Communication ETF rose by 5.1%, driven by key stocks in communication equipment and consumer electronics, highlighting the interconnectedness of AI and 5G technologies [1] - The ChiNext AI ETF (Hua Xia) increased by 4.27%, with significant holdings in optical module companies and cloud computing, showcasing the growth potential in the AI sector [1] Industry Trends - The AI full industry chain ETF (515070) rose by 2.99%, covering various segments including AI chips, computing infrastructure, and algorithm applications, reflecting the comprehensive growth across the AI landscape [2] - The demand for optical modules is expected to increase significantly, prompting a reevaluation of company valuations in the sector [1]