Market Overview - Major stock indices in the Asia-Pacific region experienced significant gains, with the Nikkei 225 rising by 2.9% to 55,239.40 points and the KOSPI index increasing by 5.04% to 5,925.03 points. The KOSPI 200 futures triggered a circuit breaker after a 5% rise, pausing trading for 5 minutes [1]. - In the A-share market, all three major indices closed higher, with the Shanghai Composite Index ending a four-day losing streak, gaining 0.32% to 4,062.98 points. The Shenzhen Component Index rose by 1.05% to 14,187.80 points, and the ChiNext Index increased by 2.02% to 3,346.37 points. The total trading volume in the Shanghai and Shenzhen markets was 2.05 trillion yuan, a decrease of 161.8 billion yuan from the previous trading day [2]. Sector Performance - The A-share computing power industry chain saw a significant surge, particularly in the CPO concept, with major players in optical modules experiencing substantial gains. For instance, Ruisi Kanda achieved a 7-day increase of 4 boards, while Kewan Technology saw a 3-day increase of 2 boards [5]. - The computing power leasing concept strengthened, with companies like Data Port, Zhongbei Communication, and YunSai Zhiliang hitting the daily limit. The concept of computing power collaboration was also active, with Shaoneng Co. and Guangdong Electric Power A reaching the daily limit [5]. - The storage chip sector rose, with Langke Technology achieving a 3-day increase of 2 boards and Baiwei Storage rising over 9%, reaching a historical high. The liquid cooling server concept also saw gains, with companies like Dayuan Pump Industry and Jialitu hitting the daily limit [5]. Company News - Alibaba Cloud announced a price increase of up to 34% for its AI computing power and storage products due to a surge in global AI demand and rising supply chain costs [5]. - MiniMax's stock surged by 27.88% to 1,321 HKD per share, reaching a historical high with a total market value of 414.31 billion HKD. The company released its new flagship model, M2.7, which can handle 30%-50% of workloads in certain R&D scenarios and achieved a 30% improvement in internal evaluation metrics [6]. - Tencent Music faced a significant decline, with its stock dropping over 22% to a market value of 137.4 billion HKD, following the disclosure of a continuous decline in monthly active users in its latest earnings report [6].
亚太股市全线走强,A股算力概念爆发,港股MINIMAX涨超27%创新高
21世纪经济报道·2026-03-18 07:33