3000亿美元订单起大波澜，A股神逻辑发威！

Group 1 - The core viewpoint of the article highlights the significant impact of AI computing power on hardware manufacturers, with OpenAI's $300 billion procurement order driving up stock prices of companies like New Yisheng, which saw a 362% increase this year [1][2] - The article presents a table showing the market capitalization and year-to-date performance of various companies, indicating that New Yisheng has a market cap of 37.75 billion with a 362.03% increase, while other companies like Zhongji Xuchuang and Dongshan Precision also experienced substantial gains [2] - There is a noted discrepancy between institutional behavior and retail investor actions, where some institutions are reducing their positions while promoting computing power concepts in reports, suggesting a potential misalignment in market sentiment [3][4] Group 2 - The article emphasizes the importance of observing institutional actions over their verbal commitments, as past behaviors have shown that institutions often invest in sectors they publicly claim to avoid [4][6] - It discusses the significance of quantitative data in identifying investment opportunities, using examples like Rongke Technology, which saw a rise in institutional activity before its stock price doubled, indicating that early signals can lead to profitable investments [7][9] - The article outlines a survival rule in the computing power wave, suggesting that monitoring institutional fund flows and their patterns can provide insights into long-term investment strategies, particularly when institutions show consistent buying behavior [11][12]