每经AI快讯，当前，全球AI算力建设进入爆发期，高功率、高稳定的供电成为算力集群的"生命线"，电 力设备变压器正升级为算力基础设施的核心。记者在我国广东、江苏等地调研发现，大量变压器工厂已 经处于满产的状态，其中部分面向数据中心的业务订单都排到了2027年。全球AI算力中心的爆发式增 长，让变压器成为稀缺资源，美国市场交付周期已经从50周延长至127周。数据显示，我国变压器行业 企业约3000家。2025年，我国变压器出口总值达646亿元，比2024年增长近36%。 (央视财经) ...

格隆汇1月31日｜据央视财经，当前，全球AI算力建设进入爆发期，高功率、高稳定的供电成为算力集 群的"生命线"，电力设备变压器正升级为算力基础设施的核心。记者在我国广东、江苏等地调研发现， 大量变压器工厂已经处于满产的状态，其中部分面向数据中心的业务订单都排到了2027年。全球AI算 力中心的爆发式增长，让变压器成为稀缺资源，美国市场交付周期已经从50周延长至127周。数据显 示，我国变压器行业企业约3000家。2025年，我国变压器出口总值达646亿元，比2024年增长近36%。 ...

来源：@央视财经微博 【#国产电力心脏全球爆单##变压器订单已排到2027年底#】当前，全球AI算力建设进入爆发期，高功 率、高稳定的供电成为算力集群的"生命线"。我国算力中心、超算集群建设全面提速，叠加"东数西 算"工程纵深推进，作为"电力心脏"的变压器肩负重任。记者在广东、江苏等地调研发现，大量变压器 工厂已经处于满产的状态。江苏的一家变压器工厂，产品订单已经排到2027年底，其中，国内首台全绝 缘超高压大容量变压器近日发往北美市场。数据显示，我国变压器行业企业约3000家。2025年，我国变 压器出口总值达646亿元，比2024年增长近36%。 ...

华尔街机构一致认为，阿斯麦已明确进入一个由AI算力建设与存储技术升级共同驱动的多年增长周期。 财报中订单爆发与业绩指引的"双重超预期"，被视作确认半导体设备行业景气拐点的关键信号。 其中，存储芯片客户需求首次超越逻辑芯片成为主要驱动力，预示着产业投资重心正在向AI基础设施倾斜。 当前的强劲指引可能仍偏保守，公司已处于新一轮技术周期的起点。 华尔街主流机构在阿 其中，存储芯片客户需求首次超越逻辑芯片成为主要驱动力，预示着产业投资重心正在向AI基础设施倾斜。 当前的强劲指引可能仍偏保守，公司已处于新一轮技术周期的起点。 华尔街主流机构在阿斯麦（ASML）发布远超预期的财报后形成明确共识：该公司正处于一个由AI算力建设与存储 技术升级共同驱动的多年增长周期的开端，其订单的爆发式增长与强劲的业绩指引，共同确认了半导体设备行业 的景气拐点。 1月28日公布的财报显示，阿斯麦第四季度新增订单额飙升至132亿欧元，创下历史新高，达到市场普遍预期（约 66亿至70亿欧元）的近两倍。 这一数据标志着半导体设备行业已进入强劲的上升通道。 华尔街机构一致认为，阿斯麦已明确进入一个由AI算力建设与存储技术升级共同驱动的多年增长周期。 ...

Core Viewpoint - The company Zhaoyi Innovation (03986) has seen a significant stock price increase, attributed to strong performance forecasts driven by AI demand and an improving storage industry cycle [1][5]. Company Summary - Zhaoyi Innovation's stock price rose over 10% during trading, currently at 350 HKD with a trading volume of 367 million HKD [1][5]. - The company forecasts a revenue of approximately 9.2 billion CNY for 2025, representing a year-on-year growth of about 25% [1][5]. - The expected net profit attributable to shareholders is around 1.61 billion CNY, indicating a year-on-year increase of approximately 46% [1][5]. - The growth is primarily driven by accelerated demand from AI computing power construction, benefiting products in PC, server, and automotive electronics sectors [1][5]. Industry Summary - According to a report from China Merchants Securities, global storage prices have been recovering since the first half of 2025, with a notable acceleration in spot and contract prices in the third and fourth quarters of 2025 [1][5]. - It is anticipated that in the first quarter of 2026, the price increases for various storage categories will exceed expectations [1][5]. - The overall global storage supply is expected to remain tight throughout 2026, with AI demand growth outpacing capacity expansion [1][5]. - Other consumer storage and niche storage segments are experiencing price increases due to capacity constraints and downstream panic stocking, leading to price hikes that far exceed normal levels [1][5]. - The domestic storage industry chain is expected to benefit from the shortage and price increase wave this year [1][5].

Core Viewpoint - Huiju Technology (01729) has seen a significant stock price increase, with a projected net profit growth of 60%-70% year-on-year for 2025, driven by increased sales orders in the data center and server segments [1] Group 1: Financial Performance - The company expects a substantial increase in revenue due to rising sales orders in the wire component division, particularly from the data center and server segments [1] - The performance is anticipated to exceed expectations, primarily due to the demand for domestic servers from companies like Alibaba and ByteDance, which will significantly boost the company's server business revenue [1] Group 2: Strategic Positioning - Huiju Technology is considered a crucial part of the Luxshare ecosystem, with strong positioning in high-growth areas such as MPO optical communication and AI servers, indicating potential for high-quality growth [1] - The automotive business is expected to benefit from the successful acquisition of Leoni's cable business, positioning the company to rapidly ascend to a leading global automotive cable supplier [1] Group 3: Long-term Growth Potential - The medical equipment business is seen as a long-term growth area, with active investments in cutting-edge sectors [1] - The synergy with the Luxshare ecosystem is expected to enhance collaborative growth, indicating promising long-term growth prospects for the company [1]

Core Viewpoint - Zhaoyi Innovation (603986) has seen a significant stock price increase of over 10%, currently trading at 355 HKD, driven by strong performance forecasts and demand in the AI computing sector [1] Company Summary - Zhaoyi Innovation expects to achieve approximately 9.2 billion RMB in revenue for 2025, representing a year-on-year growth of around 25% [1] - The company anticipates a net profit attributable to shareholders of about 1.61 billion RMB, reflecting a year-on-year increase of approximately 46% [1] - The growth in performance is primarily attributed to the accelerated demand driven by AI computing infrastructure, benefiting products in the PC, server, and automotive electronics sectors [1] Industry Summary - According to a report from China Merchants Securities, global storage prices have been recovering since the first half of 2025, with a notable acceleration in price increases expected in the third and fourth quarters of 2025 [1] - It is projected that in the first quarter of 2026, the month-on-month price increases for various types of storage will exceed expectations, with the overall global storage supply expected to remain tight throughout 2026 [1] - The demand for AI is anticipated to continue growing at a pace that outstrips production capacity expansion, leading to significant price increases in consumer storage and niche storage due to supply constraints and downstream panic buying [1]

Core Viewpoint - Huyue Technology (01729) has seen a significant stock price increase, with a recent rise of nearly 9%, currently trading at HKD 15.96, driven by strong earnings forecasts and increased sales orders in its data center and server segments [1] Group 1: Earnings Forecast - Huyue Technology expects a net profit growth of 60%-70% year-on-year for 2025 [1] - The revenue growth is primarily attributed to increased sales orders in the wire component division, particularly from data centers and servers [1] Group 2: Market Drivers - The strong performance is driven by the demand for domestic servers from companies like Alibaba and ByteDance, which is expected to significantly boost the company's server business revenue [1] - The integration effects from the acquisition of Leoni are anticipated to enhance performance in the second half of the year [1] Group 3: Strategic Positioning - Huyue Technology is considered a crucial part of the Luxshare ecosystem, with excellent positioning in MPO optical communication and AI server sectors, indicating potential for high-quality growth [1] - The automotive business is expected to benefit from the successful acquisition of Leoni's cable business, positioning the company to rapidly ascend to a leading global automotive cable supplier [1] - The medical equipment business is also strategically positioned for long-term growth, with active investments in cutting-edge sectors [1]

2，神州数码股东增持2亿元，成本在40元下方。 3，神州数码24年年报计提7亿元，要冲回来。 年报预增。 4，神州数码存货有涨价预期。 （神州数码）看好未来一个月的波段上升。 存货不少。 1，神州数码股东人数从25年10月份的16万人下降到12万，降25% 5，950PR高端AI芯片必 （神州数码）看好未来一个月的波段上升。 1，神州数码股东人数从25年10月份的16万人下降到12万，降25% 年报预增。 4，神州数码存货有涨价预期。 6，神州数码持有壁仞科技的股权属实。 1.72% 7，公司与阿里云的合作范围包括人工智能软件、数云服务以及公有云转售等相关业务 8，公司名称神州数码"神州属马" 9，2025 年上半年神州数码与阿里云相关项目在数云服务及软件业务中贡献约 6.1 亿元（该业务总营收 16.4 亿 元，阿里云相关占比约 38%） 10，国内增长 数云服务及软件业务 2025 年上半年同比增长 14.1%，前三季度单季同比增长 52.73%，阿里云相关项目受益于 AI 算力建设与企业上云需求，增速高于业务整体。 IT分销与硬件业务中，阿里云相关服务器、存储等分销业务随 AI 基础设施扩容快速增长，上 ...

智通财经APP获悉，再涨超6%，截至发稿，涨6.12%，报325.8港元，成交额1.69亿港元。 消息面上，兆易创新此前发布业绩预告，预计2025年实现营业收入92亿元左右，同比增长25%左右；预计实现归母净利润16.10亿元左右，同比增长46%左 右。公司业绩增长主要系AI算力建设提速带动需求显著提升，公司面向PC、服务器、汽车电子等领域产品深度受益，存储行业周期稳步上行，供需结构优 化推动产品价量齐升。 此外，兆易创新拟使用A股募集资金5亿元向全资子公司珠海芯存增资，并由珠海芯存使用A股募集资金向全资孙公司合肥芯存、全资孙公司西安芯存分别增 资3000万元、5000万元，以实施DRAM募投项目。 编辑/Liam ...