Group 1 - The three major indices collectively rose, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion, an increase of 157.5 billion compared to the previous trading day [1] - The computing power industry chain experienced a collective surge, with concepts such as computing power leasing and CPO seeing significant gains [1] Group 2 - Huatai Securities predicts that the development of Agentic AI will drive demand, marking the arrival of the AI era for CPUs, with a supply-demand imbalance expected in the short term due to Intel's slow capacity ramp-up [2] - Zhongtai Securities notes that the AI-driven trend towards thinner electronic fabrics has led to unexpected price increases, with prices rising by 11% for certain fabric types, indicating a tight supply situation [2] - CITIC Construction Investment highlights that ongoing restrictions on shadow fleets have reduced effective shipping capacity, increasing freight rates and enhancing the value of shipping stocks, with approximately 16% of VLCCs classified as restricted vessels [3]
券商晨会精华：Agentic AI发展驱动需求 CPU的AI时刻已经来临
Xin Lang Cai Jing·2026-02-13 00:00