AI的尽头是电力，电网设备板块大涨！A股强劲反弹，高手这样看

Market Performance - On November 5, the Shanghai Composite Index opened lower but closed higher, with 3,380 stocks rising and 1,905 stocks falling. The index increased by 0.23%, closing at 3,969.25 points. The total trading volume in the Shanghai and Shenzhen markets was 18,723 billion yuan, a decrease of 43.4 billion yuan compared to Tuesday [1]. Industry Insights - Microsoft CEO Satya Nadella stated that the current issue in the artificial intelligence industry is not an excess of computing power but rather a lack of sufficient electricity to support all GPU operations. He emphasized that the biggest challenge is the availability of power [1]. - In the context of the stock market, experts suggest that the market is switching tracks, with some technology stocks facing correction pressure. They recommend looking for opportunities in lower-performing sectors, such as waste incineration power generation and electric grid equipment [3][1]. Competition and Rewards - The "掘金大赛" (Gold Digging Competition) started on November 3, with participants using simulated capital of 500,000 yuan. The competition runs from November 3 to November 14, with cash rewards for positive returns [1][3]. - The cash rewards for the competition include 688 yuan for the first place, 188 yuan for the second to fourth places, and 88 yuan for the fifth to tenth places. Additionally, there are monthly point rewards with varying amounts [3].