Zhong Guo Neng Yuan Wang·2025-09-17 02:01Market Overview - The Shanghai Composite Index rose by 1.52%, the ChiNext Index increased by 2.10%, and the CSI 300 Index went up by 1.38% during the week of September 8-12. The computer (Shenwan) index surged by 3.37%, outperforming the Shanghai Composite Index by 1.85 percentage points, the ChiNext Index by 1.27 percentage points, and the CSI 300 Index by 1.99 percentage points, ranking 8th among all industries [1][2]. Company Insights - Oracle announced a significant partnership with OpenAI, signing a large computing power contract. For the first fiscal quarter of 2026, Oracle reported revenue of $14.93 billion, a year-on-year increase of 12%, and a non-GAAP net profit of $4.3 billion, up 8% year-on-year. The company's remaining performance obligations (RPO) reached $455 billion, growing over four times year-on-year and more than three times quarter-on-quarter [3]. - NVIDIA launched the Rubin CPX, a dedicated GPU designed to double the efficiency of AI inference operations, particularly for applications requiring long context windows. The performance of the Rubin rack with the CPX chip can exceed the current flagship rack by up to 6.5 times when processing large context windows [4]. Investment Recommendations - Companies to focus on in the computing power sector include Huafeng Technology, Shenling Environment, Cambrian, Haiguang Information, and Anbotong. In the AIDC sector, recommended companies are Kehua Data, Yunsai Zhili, Hongxin Electronics, Runjian Shares, Runze Technology, and Data Port. For AI applications, companies such as Kingsoft Office, iFlytek, Dingjie Smart, Hand Information, Zhuoyi Information, and Puyuan Information are suggested [5].