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算力大爆发!300042尾盘涨停创新高
证券时报· 2026-03-18 08:59
Market Overview - The Asia-Pacific stock markets mostly rose, with the Nikkei 225 index increasing by 2.9% and the KOSPI index soaring over 5% [1] - In the A-share market, the Shanghai Composite Index rebounded in the afternoon, closing up 0.32% at 4062.98 points, while the Shenzhen Component Index rose by 1.05% and the ChiNext Index increased by 2.02% [2] A-Share Market Highlights - Over 3500 stocks in the A-share market were in the green, with the semiconductor sector showing strong performance, particularly with companies like Lankao Technology rising nearly 13% to reach a new high [2] - The computing power concept surged, with Lankao Technology hitting the daily limit and achieving a historical high, while other companies like Yuke Technology and Fudan Microelectronics also saw significant gains [5][7] Hong Kong Market Highlights - In the Hong Kong market, MINIMAX-W surged nearly 30% in the afternoon, reaching a new high, while companies like Kingsoft Cloud and Zhiyuan Technology rose over 20% [3] Computing Power Sector - The computing power concept saw significant gains, with Lankao Technology and Pingzhi Information both hitting the daily limit, and several other companies rising over 10% [5] - Alibaba Cloud announced price increases of up to 34% for AI computing power and storage products due to surging global AI demand and rising supply chain costs [7] - Baidu Smart Cloud also raised prices for AI computing power and storage products by 5% to 30%, citing rapid growth in AI applications [7] Liquid Cooling Servers - The liquid cooling server concept also gained traction, with companies like Qiangrui Technology hitting the daily limit and Guanghuan New Network rising nearly 14% [8] - The shift from air cooling to liquid cooling in data centers is driven by the high density of AI computing power, leading to increased demand for cooling equipment [9] Storage Sector - The storage chip concept became active again, with companies like Tongyou Technology and Shenkeda hitting the daily limit, while Guokewi and Xiangnan Chip Creation rose over 10% [11] - SK Group's chairman indicated that the global memory chip shortage could persist until 2030, with prices for DRAM, NAND, and HBM chips expected to continue rising [13] - The storage industry is entering a super boom period due to explosive growth in token consumption driven by AI large model technology, leading to increased demand for data storage and processing [13]