算力租赁概念持续反弹 优刻得、青云科技涨超15% 智通财经6月6日电，算力租赁概念延续昨日反弹势头，优刻得、青云科技双双涨超15%，美利云触及涨 停，湖北广电、铜牛信息、并行科技、首都在线等快速跟涨。消息面上，工信部近日印发《算力互联互 通行动计划》，立足提高公共算力资源使用效率和服务水平，促进算力高质量发展，部署六方面16项重 点任务。 ...

智通财经APP获悉，中信证券发布研报称，对标全球及美国市场，为匹配所需算力规模指数级增长，主 要业主仍持续加大资本支出，算力租赁市场保持景气短缺；国内市场来看，各厂商在算力领域的资本开 支呈现较高增速，且整体结构逐步转向垂直化、应用化、推理化、节点化。针对国内建筑企业而言，凭 借国资控股带来的资金优势叠加绿电、区位、建设、租赁等综合实力，预计将在此轮AIDC浪潮中保持 核心竞争力，获得更高增长弹性。 根据IDC，以能耗作为口径来计算，人工智能数据中心2027年能耗规模将为2024年总规模的三倍，而整 体数据中心能耗规模将为2024年的两倍。美国市场来看，各家企业仍持续加大资本支出，主要科技企业 2025年总体的资本开支计划相较于2024年提升28.65%，尽管美国机柜建设水平连续几年创下纪录，但 2024年底北美的主机托管空置率仍降至2.6%的历史新低，单机柜月均收入逐步提升，租金价格持续走 高。 国内市场方兴未艾，具备资金+电力+区域优势企业更为受益。 中信证券主要观点如下： AIDC提供算力增量，未来有望呈现高增长态势。 当前算力中心可以分为IDC及AIDC两类，而AIDC提供了算力市场主要增量。根据ID ...

★ 宏观动态 ★ 国务院印发《关于开展第四次全国农业普查的通知》 据新华社，国务院日前印发《关于开展第四次全国农业普查的通知》（以下简称《通知》）。根据《中华人民 共和国统计法》和《全国农业普查条例》规定，国务院决定于2026年开展第四次全国农业普查。《通知》指 出，第四次全国农业普查的对象是在中华人民共和国境内的农村住户，包括农村农业生产经营户和其他住户； 城镇农业生产经营户；农业生产经营单位；村民委员会；乡镇人民政府。普查的主要内容包括农业生产条件、 粮食和大食物生产情况、农业新质生产力情况、乡村发展基本情况、农村居民生活情况等。普查的标准时点为 2026年12月31日24时，时期资料为2026年年度资料。 央行将开展10000亿元买断式逆回购操作 央行公告，为保持银行体系流动性充裕，2025年6月6日，央行将以固定数量、利率招标、多重价位中标方式开 展10000亿元买断式逆回购操作，期限为3个月（91天）。 乘联分会：初步统计5月全国乘用车市场零售193万辆，同比增长13% 据乘联分会初步统计：5月1—31日，全国乘用车市场零售193万辆，同比去年5月增长13%，较上月增长10%， 今年以来累计零售88 ...

6月5日，A股三大指数午后震荡反弹、再度收涨。其中，上证指数收涨0.23%，深证成指收涨0.58%，创业板指收涨1.17%，全市场超2600只个股上涨。主流 宽基指数中，科创100指数上涨1.76%，涨幅相对领先。 | 证券名称 | 日涨跌幅 | 今年以来 | | --- | --- | --- | | | | 涨跌幅 | | 科创100 | 1.76% | 9.73% | | 创业板50 | 1.44% | -6.15% | | 科创综指 | 1.23% | 6.63% | | 创业板指 | 1.17% | -4.34% | | 科创50 | 1.04% | 0.76% | | 中证1000 | 0.72% | 3.51% | | 深证成指 | 0.58% | -2.03% | | 中证500 | 0.54% | 0.77% | | 上证指数 | 0.23% | 0.96% | | 沪深300 | 0.23% | -1.46% | | 中证FA50 | 0.15% | -0.65% | | 北证20 | -0.29% | 38.24% | | 数据来源：Choice，日期截至2025/6/5 | | | 沪 ...

A股算力概念股持续走强，CPO、铜高速连接、PCB等方向领涨，大位科技、湖北广电涨停，科华数据、华勤技术、工业富联、英维克、锐捷网络等走强。 ETF方面，算力相关ETF霸屏涨幅榜，创业板人工智能ETF华夏涨3.3%，国泰基金通信ETF、创业板人工智能ETF华宝分别涨3.03%和3%，创业板人工智能 ETF南方涨2.99%，华夏基金5G通信ETF、银华基金5GETF分别涨2.98%、2.93%。 | 序号 | 证券代码 | 证券简称 | 今日涨幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | 1 | 128381 | 创业板人工智能ETF华夏 | 3.30 | -6.48 | 天直喜等 | | 2 | 515880 | 通信ETF | 3.03 | -5.13 | 国泰县金 | | 3 | 159363 | 创业板人工智能ETF华宝 | 3.00 | -0.21 | 天三重等 | | 4 | 159382 | 创业板人工智能ETF南方 | 2.99 | 0.29 | 南方基金 | | 5 | 515050 | 5G通信ETF | 2.98 ...

截至06月05日13:23，大数据ETF（159739.SZ）上涨2.07%；主要成分股中，新易盛上涨5.16%，中际旭 创上涨5.33%，科华数据上涨10.00%，浪潮信息上涨2.56%，金山办公上涨1.71%。 消息面上，工信部近日印发《算力互联互通行动计划》，旨在提高公共算力资源使用效率和服务水平， 促进算力高质量发展，部署六方面重点任务，带动算力租赁概念及硬件股集体走强；市场早盘震荡反弹 中，算力硬件股再度表现活跃，胜宏科技创历史新高，叠加云计算指数成分股中科华数据涨停、新易盛 及中际旭创涨幅超5%，共同推动大数据ETF（159739.SZ）日内上涨2.07%。 科大讯飞（002230）、金山办公（688111）、新易盛（300502）、紫光股份（000938）、浪潮信息 （000977）、中际旭创（300308）、润和软件（300339）、恒生电子（600570）、润泽科技 （300442）、拓维信息（002261） 关联产品： 大数据ETF（159739），联接基金（A类 021090，C类 021091，I类 022882） 关联个股： 券商研究方面，浙商证券指出中国公共云市场受生成式AI驱动重 ...

智通财经6月5日电，算力租赁概念大面积反弹，大位科技午后直线涨停，此前湖北广电涨停，青云科 技、宏景科技、奥飞数据、协创数据、华孚时尚等跟涨。消息面上，工信部近日印发《算力互联互通行 动计划》，立足提高公共算力资源使用效率和服务水平，促进算力高质量发展，部署六方面16项重点任 务。 算力租赁概念震荡反弹 大位科技午后涨停 ...

Group 1 - AI-related concepts such as CPO and high-speed copper connections experienced a collective rebound on June 4, with the cloud computing ETF (517390) rising over 1.4% and attracting net inflows for two consecutive days [1] - The cloud computing ETF's latest share count reached 288 million, with a year-to-date growth rate of nearly 499% as of June 3 [1] - The computer ETF (159998) rose by 0.93% and has seen continuous net inflows for 12 days, accumulating over 14 million yuan in net inflows [1] Group 2 - Nvidia's market capitalization reached $3.45 trillion, surpassing Microsoft and becoming the world's most valuable company again, following a first-quarter revenue growth of 69% to $44.1 billion [2] - Domestic computing power is expected to maintain high prosperity, driven by policy and industry changes, with the Ministry of Industry and Information Technology releasing a new plan on May 30 [2] - The restructuring of domestic companies like Haiguang and Shuguang is anticipated to accelerate competition among domestic computing power leaders and concentrate market share towards top companies [2]

Core Viewpoint - The company is aggressively expanding its computing power leasing business, making significant investments that raise financial risks and pressures, while also facing procurement and performance challenges [1][2][7]. Financial Pressure - The company plans to purchase servers worth up to 40 billion yuan, following a previous procurement of 30 billion yuan, totaling nearly 70 billion yuan in three months, which is over 50% of its latest audited net assets [1][8][9]. - The asset-liability ratio increased from 55.66% at the end of 2024 to 65.80% by the end of Q1 2025, indicating a significant rise in financial leverage [1][9]. - The company reported a sharp increase in short-term and long-term borrowings, with short-term loans rising over 50% to 19.74 billion yuan and long-term loans skyrocketing from 0.20 billion yuan to 17.80 billion yuan [9][12]. Business Expansion and Market Demand - The company is experiencing high demand for its computing power services, with a full order book prompting the second batch of server procurement [2][19]. - The company aims to build a large-scale intelligent computing center, indicating a long-term vision for growth in the computing power sector [6][17]. - The computing power leasing business is expected to contribute to revenue in the second half of the year, with existing contracts already generating income [2][19]. Procurement Challenges - The company faces potential procurement risks due to international trade disputes, which could affect the supply of high-performance servers [1][15]. - The company has established partnerships with multiple suppliers, including NVIDIA, to mitigate procurement risks and ensure a steady supply of servers [16][18]. Management and Market Sentiment - The company's stock price has risen by 12.29% recently, reflecting positive market sentiment towards its computing power expansion [2]. - However, there are concerns regarding insider selling, as several executives have announced plans to reduce their holdings, which may signal a lack of confidence in the company's future performance [23].

Core Viewpoint - The computing power leasing concept is experiencing a partial recovery, with Xiechuang Data's stock rising over 8% [1] Company Summary - Xiechuang Data plans to purchase servers from multiple suppliers, with a total investment not exceeding 4 billion yuan [1] - The total amount invested in server purchases by Xiechuang Data this year is expected to reach 7 billion yuan, approaching the company's total revenue for the fiscal year 2024 and its total assets as of the end of last year [1] Industry Summary - Other companies in the sector, such as Annuoqi, Jinjis Co., Kehua Data, and Hongbo Co., also saw significant stock price increases [1]