878.78元，刷屏A股

Group 1: Market Performance - Moore Threads' stock price surged to 857.7 yuan, up 16.69%, with a market capitalization of 403.14 billion yuan after breaking the 700 yuan mark yesterday [1] - The electric power infrastructure industry chain showed active performance, while consumer and real estate sectors experienced a pullback [3] - The Shanghai Composite Index fell by 0.46%, and the Shenzhen Component Index decreased by 0.18%, while the ChiNext Index rose by 0.3% [3] Group 2: Electric Power Infrastructure - The electric power infrastructure sector saw significant gains, with flexible DC transmission, grid equipment, and ultra-high voltage segments performing well [4] - Notable stocks included Tongguang Cable, which rose by 19.98%, and Zhongchao Holdings, which increased by 10.02% [5] - GE Vernova's stock rose over 15%, with revenue guidance for FY2025 set between $36 billion and $37 billion, and free cash flow expectations increased to $3.5 billion to $4 billion [6][7] Group 3: AI and Power Demand - The demand for electricity is expected to rise due to the construction of large data centers, with GE Vernova anticipating signing contracts for 80 GW of combined cycle gas turbines by year-end [7] - Analysts suggest that the explosion of AI computing power is creating a global electricity shortage, transforming grid equipment into core assets of the digital economy [7] - Citigroup's report indicates that the expansion of AI data centers and the acceleration of global electrification will lead to a significant increase in electricity demand [7] Group 4: Policy and Long-term Opportunities - CITIC Securities highlighted the importance of a new energy system in the 14th Five-Year Plan, focusing on long-term development in power system construction [8] - The report emphasizes the structural demand for transmission and transformation equipment, with expectations for a recovery in the ultra-high voltage and smart grid sectors [8] Group 5: Commercial Aerospace Sector - The commercial aerospace sector continued its upward trend, with companies like Zhenlei Technology and Keqiang Co. seeing significant stock increases [9] - Recent successful satellite launches and the establishment of a new commercial aerospace company in Guangdong province are key developments in the industry [10]