又一个赛道爆火，5只概念股同一天创新高

Group 1 - Jerry Holdings' stock price reached a historical high, with a year-to-date increase of 109.94% and an average daily trading volume of 2.197 billion yuan in December, up 324.92% month-on-month [1] - The company's recent entry into the AI data center sector is a significant factor in its popularity, highlighted by strategic partnerships and contracts exceeding 1 billion USD for generator sets [1] - The global demand for gas turbines is rising due to the expansion of AI data centers, which require reliable and efficient energy solutions [2] Group 2 - GE Vernova has raised its performance guidance and plans to sign contracts for 80 GW of combined cycle gas turbines by the end of the year, indicating strong future demand [3] - The gas turbine market is dominated by major players like GE, Siemens, and Mitsubishi Heavy Industries, with significant opportunities for domestic brands to replace imports [4] - A-share gas turbine concept stocks have performed well, with an average increase of 62.96% year-to-date, significantly outperforming the Shanghai Composite Index [5][6]