算力概念牛股辈出,14股上涨空间获机构看好
Zheng Quan Shi Bao Wang·2025-10-23 01:06

Group 1: Market Trends and Predictions - The Ministry of Industry and Information Technology of China is soliciting opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)" to accelerate the establishment of a national integrated computing power network [2] - By 2027, over 50 standards will be revised to support the construction of the computing power standard system, focusing on various aspects such as infrastructure, equipment, and applications [2] - China's computing power industry has a total scale growth rate of approximately 30% annually, with intelligent computing demand rapidly increasing due to advancements in artificial intelligence [3] Group 2: Company Performance and Opportunities - Nine concept stocks reported significant profit growth in the first three quarters, including companies like Shijia Photon and Cambricon, with Shijia Photon achieving a net profit of 300 million yuan, a year-on-year increase of 727.74% [4] - The computing power sector has seen multiple stocks with over 100% cumulative growth this year, with Shenghong Technology leading at a 564.6% increase [5] - Companies like Shenling Environment are predicted to have substantial growth potential, with a projected net profit growth rate of 62.16% over the next two years [5]