工业和信息化部日前印发《算力互联互通行动计划》，旨在实现全国公共算力标准化互联，使算力像 水、电一样便捷使用，形成可查询、可对话、可调用的服务能力，进而构建数字经济发展新底座，有力 支撑制造强国、网络强国和数字中国建设。 实现算力互联互通，首要的是筑牢技术基础。一方面，加强基础软硬件技术攻关，包括减少算力互联时 产生的损失或错误，提高多样化算力感知能力，优化各类算力资源管理、协同调用等，从底层技术上为 算力互联互通奠定基础；另一方面，推动国家级互联网骨干直联点和新型互联网交换中心改造升级，鼓 励基础电信运营商扩大带宽容量，有效降低数据传输网络时延，提升网络通行能力。 当务之急，是为算力流通打造一套统一规范的"交通规则"。建立标准体系，是开启算力互联互通大门的 钥匙。比如，在标准中明确通信网络互通、算力资源互联、业务调度互通、数据传输流动等关键环节要 求，才能保障数据在算力网络中安全、快速流动，助力各类应用更快找到并用好不同类型的算力资源， 发挥最大效能。再如，业界关注的算力互联市场规则，考虑各方利益，形成合理的价格体系，并为算力 交易营造公平、公正、透明的市场环境，促进算力市场长远健康发展。 一个重要前提是让 ...

科技股还有一个新的投资主线在持续发酵，那就是稳定币赋予了金融科技强有力的拉升动能。御银股份 盘中冲击6连板，雄帝科技涨超16%，恒宝股份、翠微股份等涨停。 港股稳定币概念股昨日午后集体冲高，移卡涨超15%，联易融科技-W涨超8%，中国光大控股涨超2%。 ◎记者 徐蔚 6月5日，A股延续反弹态势，三大指数全线飘红，实现6月以来的"三连阳"。市场在热点切换中放量超 千亿元。近期活跃的大消费热门股出现回落，以算力股为代表的泛科技题材则大力回升，驱动着创业板 指、科创50指数等科技型指数走出领涨态势。 截至收盘，上证指数涨0.23%，报3384.10点；深证成指涨0.58%，报10203.50点；创业板指涨1.17%，报 2048.62点；科创50指数涨1.04%，报996.41点。全市场合计成交额达13170亿元，较上日放量1395亿 元，超2600只个股上涨。 泛科技题材领涨 泛科技题材昨日领涨市场。算力产业链午后走强，CPO、元件、电力物联网、AI PC等方向涨幅居前。 中际旭创、新易盛等股价创阶段新高；胜宏科技股价首次突破百元大关，创下历史新高，收盘报101.01 元/股，全天成交额近69亿元，位居当日A股成 ...

Market Overview - The A-share market has shown a continuous upward trend for three days after the holiday, with today's trading volume reaching 1.3 trillion, indicating the entry of new funds despite being lower than the previous average of 1.5 trillion [1][3] - The market is characterized by a "stock game," where profit-taking occurs among winning stocks, particularly in sectors like innovative pharmaceuticals and new consumer goods, which have seen adjustments [1][3] Trading Volume and Fund Flow - The average trading volume over the past three days was below 1.2 trillion, but the increase to 1.3 trillion today suggests an influx of approximately 100 billion in new funds [3] - Despite the increase in trading volume, the new funds have not absorbed the profit-taking pressure, particularly in the consumer sector, leading to a rebound in oversold sectors like securities and technology [3][5] Market Sentiment and Strategy - The current market sentiment indicates a lack of strong buying power, with today's buying power recorded at 950, which is below the threshold of 1000 needed for a robust rally [5] - There is a significant selling pressure observed, suggesting that if new funds do not continue to flow in, the market could easily shift to a bearish trend [5] Sector Performance - The market has seen a rotation in sector performance, with sectors like blockchain and ST stocks showing strength, while traditional leaders like pharmaceuticals have weakened [7][8] - The analysis indicates that the market may experience further rotation among sectors, and the ability to predict the next leading sector is crucial for investors [7] Key Data Points - The number of stocks hitting the daily limit up was 107 today, with 100 being real limit ups, indicating a mixed performance across sectors [6] - The buying power and selling power metrics show a disparity, with buying power at 950 and selling power at 136, reflecting a cautious market environment [6]

Group 1 - The computing power industry chain is experiencing a collective surge, with significant gains in sectors such as optical packaging, components, power IoT, MLOps, and AI PCs, highlighted by Shenghong Technology reaching a historical high [1] - The Chinese government is deploying 10 national data element comprehensive experimental zones in regions like Beijing, Zhejiang, and Anhui to enhance the integration of the real economy and digital economy [1] - The National Energy Administration has initiated pilot projects for a new power system, focusing on the collaboration between computing power and electricity, with an emphasis on regions with favorable energy resources [1] Group 2 - The Ministry of Industry and Information Technology is promoting the development of the artificial intelligence industry and its integration into new industrialization, emphasizing the need for a supportive ecosystem and innovation stimulation [2] - The ministry aims to strengthen computing power supply and enhance the deployment of general and industry-specific large models, accelerating the intelligent upgrade of manufacturing processes [2] Group 3 - The "Computing Power Interconnection Action Plan" aims to establish a comprehensive standard and rule system for computing power interconnectivity by 2026, with significant growth projected in China's intelligent computing power scale [3] - By 2025, China's intelligent computing power is expected to reach 1037.3 EFLOPS, with a 43% year-on-year growth, and is projected to double by 2026 [3] Group 4 - The construction of computing power networks is crucial for enhancing the utilization of domestic computing power cards and ensuring the sustainability of computing power leasing services for government and enterprises [4] - Policies at both central and local levels are setting clear goals for domestic AI computing power construction, with an increase in project bidding for intelligent computing centers since 2024 [4]

（原标题：和讯投顾刘明清：大科技机会来了吗，看谁？） 6月5日，和讯投顾刘明清表示，今天指数是一个小幅上行，量能达到了1.3万亿。整体来看，指数在昨 天以小幅跳空高开站上20天线之后，重新回到了一个多头趋势。那么接下来的看点就是指数如果向下， 我们会看3366附近，也就20天线这个位置去做一个回踩确认，向上的话看5月14号的高点3417的短期高 点压力，那么后期如果量能再继续放大到1.5万亿左右的话，我认为3417并不能够真正的压制，就有可 能要奔着3月19号的高点3439这个位置去了。 所以接下来整体的思路，既然指数已经重新回到了多头趋势，我们积极看多就可以了。但是鉴于量能它 是一个温和增长的过程，我们不可给予过高的预期，那么如果回踩到3366止跌了，我们可以考虑这个是 一个买点。板块方面我们已经连续两个交易日看到大科技方向的反弹了，无论是从芯片、PCB，还是从 算力5g的角度来看，这些都是值得咱们重点关注的信号。昨天开始的银行出现了滞涨，以及今天的调整 是给了更多的这些题材的机会，也可以看作是资金从高位切到低位大科技方向的表现。毕竟啊大科技方 向已经有一个月左右，没有这样的行情了。所以接下来在大盘有一个相 ...

一、三大指数集体飘红 6 月 5 日的 A 股市场 ，投资者的目光紧锁在行情大屏 —— 军工股集体爆发与算力板块的强 势拉升形成鲜明对照，而大消费板块的绿线则默默延伸。截至 收盘 ，上证指数微涨 0. 23 % 报 3 384.10 点，深证成指涨 0. 50 % 报 10 203 .5 0 点，创业板指涨 1.17 % 报 20 48.62 点，沪深两市半日成交额 12904 亿元， 相对昨天放量 1374 亿 ，结构性行情正成为 资金博弈的核心战场。 3 、 资金布局聚焦科技主线。两融余额突破 1.8 万亿元大关，单日增长 24.4 亿元，其中东 方财富获融资买入 8.26 亿元，新易盛、中际旭创等 TMT 个股同样获大额融资流入。今日新 发的 9 只基金涵盖混合型与债券型产品，为市场输送增量弹药。游资则围绕连板股展开攻势 —— 滨海能源 13 天 8 板，均瑶健康 8 天 6 板，短线赚钱效应持续激活交投情绪。 四 、后市展望：结构分化延续 当前市场核心矛盾凸显：一方面关税政策扰动推升避险需求，黄金配置价值凸显；另一方面低 利率环境重塑估值体系，高股息化工股（股息率普遍超 6% ）与科技成长股形成配置双 ...

2 、 军工与工业板块掀起涨停潮。在 " 中兵系 " 重组概念驱动下，建设工业、湖南天雁、东 安动力等多只个股早盘即封死涨停。装备制造、新材料等工业细分领域 多家公司涨停 ，凸显 该板块已成为短期资金布局的核心方向。兵装集团重组进展公告显示，其汽车业务将分立为国 务院国资委直接监管的独立央企，为市场注入改革预期。 3 、另外， 足球概念股延续强势，共创草坪斩获 4 连板，金陵体育 4 交易日涨超 90% 。 三 、上涨动能：三重驱动合力助推 1 、 政策红利集中释放构成首要催化。 5 月 30 日工信部发布《算力互联互通行动计划》， 明确构建 " 一点接入、全算贯通 " 的算力互联网体系，加速公共算力资源互联成网 23 。国 家能源局同步启动新型电力系统首批试点，推动虚拟电厂从 " 示范 " 迈向 " 市场 " 进阶阶段 5 。这些政策为科技和能源革命提供了制度基础。 一、三大指数集体飘红 6 月 5 日的 A 股市场 ，投资者的目光紧锁在行情大屏 —— 军工股集体爆发与算力板块的强 势拉升形成鲜明对照，而大消费板块的绿线则默默延伸。截至 收盘 ，上证指数微涨 0. 23 % 报 3 384.10 点，深证成 ...

Market Overview - The market experienced a rebound with the ChiNext Index rising over 1% and a total transaction volume of 1.32 trillion [1] - The computing power industry chain saw a collective surge, with stocks like Dazhi Technology, Founder Technology, Huamai Technology, and Tianjin Printronics hitting the daily limit [1] - Virtual power plant concepts were strong throughout the day, with stocks such as China Electric Xilong and Southern Power Grid also reaching the daily limit [1] - Stablecoin concept stocks saw afternoon gains, with Hengbao Co., Hengyin Technology, and others hitting the daily limit [1] Key Hotspots Computing Power - The computing power sector remained active, with Huamai Technology and Tianjin Printronics hitting the daily limit [4] - The catalyst for this surge was the recent issuance of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology [4] - The global server PCB market is projected to grow from $8.2 billion in 2023 to $13.8 billion by 2028, with a compound annual growth rate (CAGR) of 11% [5] Virtual Power Plants - The virtual power plant sector saw significant gains, with stocks like Shun Steel Co. and Southern Power Grid reaching the daily limit [7] - The National Energy Administration has initiated pilot projects focusing on new power systems, including virtual power plants [8] - The trend towards market-oriented electricity trading is expected to enhance the demand for virtual power plants [10] Blockchain - The blockchain sector experienced a notable rise, with stocks such as Hengbao Co. and Cuiwei Co. hitting the daily limit [11] - JD.com has entered the second phase of sandbox testing for its stablecoin, indicating progress in the sector [11] - The demand for U.S. Treasury bonds is expected to increase due to the profitability of stablecoin issuers, which could further enhance the global influence of the U.S. dollar [12] Additional Insights - The sports industry, state-owned enterprise reform, and aerospace sectors showed active performance, while gold and unmanned logistics vehicles faced declines [13] - The trend of data centers considering locations near renewable energy sources is expected to reduce electricity costs and enhance green asset acquisition [9]

A股收评：创业板指涨1.17% 算力板块走强 金十数据6月5日讯，今日A股三大指数延续震荡上行趋势，呈现结构性分化。截止至今日收盘，沪指涨 0.23%，深成指涨0.58%，创业板指涨1.17%。沪深两市全天成交额1.29万亿，较上个交易日放量1374 亿。盘面上，全市场上涨个股超2600只。券商股尾盘异动拉升，华鑫股份一度涨停。兵装重组概念表现 亮眼，华强科技大涨13%，建设工业、东安动力、湖南天雁纷纷涨停。算力租赁板块走强，汇金股份、 青云科技、大位科技等多股涨停。半导体板块午后冲高，至正股份、德明利涨停，源杰科技、芯原股份 跟涨。下跌方面，大消费板块集体回调，美容护理、饮料制造、食品加工制造等板块跌幅居前，拉芳家 化、润本股份、水羊股份均跌超9%，盐津铺子、南侨食品、新乳业、天然乳业跟跌。 ...