Sangfor Technologies (SZ:300454) Sou Hu Cai Jing·2026-01-22 02:54Group 1 - The domestic computing power sector experienced significant gains, with companies like Deepin Technology rising over 13% and several others increasing by more than 5% [1] - The cloud computing ETF (159890) saw a 2.22% increase and has recorded a net inflow of 152 million yuan over the past eight trading days, indicating heightened investor interest [1] Group 2 - With the launch of GLM-4.7, the user base for GLM Coding Plan has rapidly increased, leading to a temporary strain on computing resources, prompting the company to accelerate capacity expansion [3] - Intel and AMD announced a price increase of 10%-15% for server CPUs, signaling a potential industry shift towards a dual demand driven by AI, marking a turning point in the sector [3] - The emergence of reasoning models has unlocked approximately 10 times the computational potential compared to traditional models, shifting the demand for computing power from solely training to a dual focus on training and reasoning [3] Group 3 - Domestic general-purpose GPUs are evolving from "usable" to "user-friendly," with continuous breakthroughs in technology and architecture, significantly narrowing the gap with international competitors [4] - The smart computing scale in China is expected to maintain a compound annual growth rate of 57% from 2020 to 2028 [4] - The cloud computing ETF (159890) tracks the CSI Cloud Computing and Big Data Theme Index, covering leading companies across various sectors, providing a comprehensive solution for the AI computing power era [4]