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算力盘中直线拉升,新易盛涨逾10%,云计算ETF(159890)半日收涨1.20%
Sou Hu Cai Jing· 2025-05-08 04:00
Core Viewpoint - The computing hardware sector is experiencing significant activity, driven by a strong performance from companies like New Yisheng, which has led to a notable increase in related stocks and ETFs [1] Group 1: Market Performance - New Yisheng's stock rose over 10%, positively impacting the computing hardware sector and leading to a 1.20% increase in the cloud computing ETF (159890) with a trading volume exceeding 25 million yuan [1] - Other stocks such as Donghua Software, Wanxing Technology, and Zhongji Xuchuang also saw gains of over 9% and 8% respectively, indicating a broad rally in the sector [1] Group 2: Fundamental Analysis - Among the seven major companies (Mag7) that have reported earnings, four provided revenue forecasts that either met or exceeded Wall Street expectations [1] - The cloud computing ETF's constituent stocks reported significant year-on-year increases in both revenue and net profit for the first quarter, reflecting robust growth in computing infrastructure [1] - Eastern Securities noted that the AI chip and server industries are benefiting from the rapid development of the AI sector, with increased orders and prepaid accounts indicating imminent business deployment [1] Group 3: Industry Development - Recent advancements in AI models, including the release of Alibaba's Qwen3 series and Xiaomi's 7B parameter model, are driving increased capital expenditures among domestic cloud giants [1] - The demand for AI is surging, which is expected to sustain a positive cycle of capital expenditure expansion, commercialization, and performance realization in the computing industry [1] Group 4: Capital Flow - There has been a notable return of capital to cloud computing, exemplified by a net inflow of nearly 18 million yuan into the cloud computing ETF (159890) [1] - Despite concerns over tariff disruptions, the demand for AI remains unchanged, suggesting continued investment interest in the sector [1] Group 5: Future Outlook - The computing industry is anticipated to maintain high prosperity due to breakthroughs in large model technology, ongoing expansion of application scenarios, and gradual performance realization [1] - Areas of potential focus include computing infrastructure, vertical applications, and ecosystem collaboration [1]
算力硬件股集体反弹 沪电股份涨超8%
news flash· 2025-04-25 02:03
沪电股份、 新易盛涨超8%, 生益电子、 胜宏科技、 鹏鼎控股、 中际旭创、 博创科技、 源杰科技等 多股涨超5%。 ...
算力硬件股集体反弹 新易盛等多股涨逾10%
news flash· 2025-04-10 01:30
智通财经4月10日电,早盘算力硬件股集体反弹,麦格米特竞价涨停,新易盛、太辰光、中际旭创、天 孚通信、锐捷网络高开超10%。消息面上,隔夜美股大型科技股普涨,其中英伟达涨超18%。 算力硬件股集体反弹 新易盛等多股涨逾10% ...
【风云题材】全天题材热点及涨停复盘汇总20250124
市值风云· 2025-01-24 10:04
全天成交额缩量至1.22万亿。大盘低开高走,涨跌家数3956:1225。 作者 | 韦三甲 编辑 | 小白 盘后涨停复盘 1月24日,全天成交额缩量至1.22万亿。大盘低开高走,涨跌家数3956:1225。 涨停家数67,昨日40,涨停个数迎来反弹。同时涨停封板率大幅回暖至88%。 昨日晋级5连板的兴业 股份和电光科技今日迎来不同走势。 兴业股份实现一字涨停版,晋级6连板成为市场最高标。 电 光科技则是一字跌停板。 23日,特朗普关税口风有所松动,并表示将在"适当的时候"与美联储主席鲍威尔讨论降息。 今日早盘走高过程中,大股拉升趋势明显,微盘股跌幅较大。起初资金为拉升指数意图较为明显。好 在大盘指数的翻红走高吸引资金入场,最终实现大小盘集体上涨。 OpenAI于2025年1月23日发布了其首款AI智能体--Operator。让AI相关板块在今日实现领涨,多个板 块涨幅超过5%。贡献27个涨停板,其中16家为缩量首板。 机器人和算力硬件板块今日并没有新的利好消息传出,但受市场情绪较好,同时短线方向仍然亿科技 股为主导,两个板块的领涨效应还在,今日分别贡献13和10个涨停板。 机器人板块最高标冀东装备今日低开后一 ...