工信部发文提高算力资源利用效率17只概念股获QFII重仓

Group 1 - The Ministry of Industry and Information Technology has issued the "Guidelines for the Construction of High-Standard Digital Parks," aiming to establish around 200 high-standard digital parks by 2027 [1] - The guidelines emphasize the need to enhance digital infrastructure, upgrade network facilities, and promote the widespread application of identification and resolution systems [1] - The computing power sector has seen increased volatility recently, with a notable average increase of 48.11% in computing power concept stocks this year, and 19 stocks have seen price increases exceeding 100% [1] Group 2 - Shijia Photon has experienced a cumulative stock price increase of 387.68% this year, with its 400G and 800G optical chips becoming core revenue contributors due to the accelerating demand for data center construction driven by AI [2] - 17 computing power concept stocks have received significant QFII holdings, with several stocks like Chuling Information and Wankong Optoelectronics having QFII holdings exceeding 1% [2] - Jianqiao Technology has received 70 institutional research inquiries, indicating strong interest in its 1.6T optical module products, which are expected to achieve large-scale shipments by Q1 2026 [2] Group 3 - Chuling Information has been investigated by 15 institutions, showcasing its AI operation capabilities that enable network visibility and predictive maintenance, addressing current operational challenges while preparing for future digital upgrades [3] - Other QFII-heavy concept stocks like Taicheng Light, OmniVision Technologies, and Data Port are projected to see significant net profit growth in 2025, with expected increases of 64.92%, 33.5%, 29.32%, and 6.46% respectively [3]