Xuan Gu Bao·2026-02-12 11:20Group 1: Institutional Trading Insights - On the day, 41 stocks were listed on the institutional trading leaderboard, with 25 experiencing net buying and 16 facing net selling [1] - The top three stocks with the highest net buying by institutions were Yingweike (3.2 billion), Baichuan Co. (226 million), and Jingchen Co. (187 million) [1] Group 2: AI and Computing Power Sector - Zhizhu AI announced a price increase of at least 30% for its GLM Coding Plan due to strong market demand and increased user engagement [2] - The release of the new flagship model GLM-5 by Zhizhu AI achieved state-of-the-art performance in coding and agent capabilities, closely rivaling Claude Opus 4.5 in real programming scenarios [3] - Longjiang Securities reported that major companies invested a total of 4.5 billion during the Spring Festival to compete for AI market entry, indicating a sustained high demand for computing power [3] - North American CSP manufacturers are projected to increase capital expenditures by 65% in 2025 and 71% in 2026, reflecting strong AI demand and tight computing power supply [3] Group 3: Glass Fiber Industry - China Jushi, the world's leading glass fiber manufacturer, announced an expansion in electronic cloth production capacity [4] - The supply chain for weaving machines is experiencing delays, particularly with imports from Japan's Toyota, which may extend the shortage period for the industry [4] - A projected supply gap of 6.1% in 2026 and 10.6% in 2027 for weaving machines indicates a tightening market, with potential price increases for electronic cloth due to supply constraints [5]