20%涨停！A股盘中，集体异动！

Core Viewpoint - The computing power industry chain is experiencing significant growth, driven by favorable policies and advancements in technology, particularly in AI and space computing solutions [1][2][4]. Group 1: Market Activity - On December 5, the computing power industry chain saw a collective surge in the A-share market, with notable stocks like Changguang Huaxin and Zhishang Technology hitting a 20% limit up, while Baosheng Co., Kecuan Technology, and Yongding Co. also saw increases of 10% [2][4]. - The CPO index rose over 4%, reaching a new high, indicating strong market sentiment towards the computing power sector [1]. Group 2: Policy Developments - On December 1, Fujian Province issued measures to promote the development of computing power infrastructure, aiming for a public computing power scale of over 12 EFLOPS by the end of 2027 [2]. - The measures include plans for new and expanded data centers with energy efficiency targets and a focus on increasing the domestic production rate of computing power applications [2]. Group 3: Technological Advancements - DeepSeek announced the release of two new models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, aimed at enhancing inference capabilities for various applications [2]. - The development of space data centers is being prioritized, with plans to establish a large-scale space data center by 2030, which will provide services to both ground and satellite users [3][4]. Group 4: Investment Opportunities - Analysts suggest focusing on domestic computing power and space computing sectors, highlighting the potential of space computing due to its energy and cooling advantages [5][6]. - The market for on-orbit data centers is projected to grow at a compound annual growth rate of 67.4% from 2025 to 2035, reaching a size of $39 billion by 2035 [6].