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。 ...

Core Viewpoint - The market experienced a rebound with the ChiNext Index leading the gains, reflecting a mixed performance across various sectors and stocks [1] Group 1: Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion, an increase of 137.4 billion compared to the previous trading day [1] - The ChiNext Index rose by 1.17%, while the Shanghai Composite Index increased by 0.23% and the Shenzhen Component Index rose by 0.58% [1] Group 2: Sector Performance - The computing power concept stocks saw a collective rebound, with CPO and other related sectors leading the gains, and Shenghong Technology reaching a historical high [1] - Stablecoin concept stocks showed strong performance, with Cuiwei Co., Ltd. hitting the daily limit [1] - Virtual power plant concept stocks were active, with Zhongdian Xinlong and others reaching the daily limit [1] - Consumer stocks experienced a collective adjustment, with Chao Hong Ji hitting the daily limit down [1] Group 3: Sector Gains and Losses - The sectors with the highest gains included CPO, football concept, power IoT, and stablecoin concepts [1] - The sectors with the largest declines included beauty care, food processing, beverage manufacturing, and CRO [1]

Group 1 - The recent surge in technology stocks is primarily driven by favorable developments in the computing power sector, including the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology on May 30 [2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Composite Index (000680) rose by 0.94% as of June 5, 2025, with significant gains in the computing hardware sector, including a 19.66% increase in Shengyi Technology and a 17.41% increase in Dekoli [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) has shown a 2.51% increase over the past week and a 1.06% increase on June 5, 2025, indicating strong investor interest [1] Group 2 - Global trends show Nvidia's Q1 financial results released on May 28 indicate sustained high growth, validating the ongoing demand for AI computing power [2] - Domestic developments include the restructuring of Haiguang and Shuguang, which is expected to enhance competition among domestic computing power leaders and concentrate market share among top companies [2] - Huawei's introduction of the Pangu Ultra MoE model, featuring 718 billion parameters, demonstrates significant advancements in domestic AI infrastructure and boosts confidence in the industry's development [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 22.3% of the index, with companies like Haiguang Information and Cambricon leading the list [3] - The Huaxia Sci-Tech Innovation Index ETF closely tracks the performance of the Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies [2][3]

Group 1: ETF Performance - The Double Innovation 50 Enhanced ETF (588320) has increased by over 1% as of June 5, 2025, with a cumulative increase of 15.08% over the past year, ranking first among comparable funds [1] - The Science and Technology Innovation 100 Enhanced ETF (588680) also rose by over 1%, with a cumulative increase of 8.21% over the past six months, ranking first among comparable funds [1] - The Double Innovation 50 Enhanced ETF has outperformed its benchmark with an annualized return of 3.95% over the past six months, ranking first among comparable funds [1] Group 2: Policy and Industry Development - The Ministry of Industry and Information Technology is promoting the development of the artificial intelligence industry, emphasizing systematic planning and collaborative advancement to create a favorable ecosystem for innovation [2] - The focus is on strengthening the industrial foundation, enhancing computing power supply, and promoting the deployment of large models in key manufacturing sectors [2] - The global humanoid robot market is projected to reach approximately 1.1665 trillion yuan in 2024, with China's market expected to reach about 2.76 billion yuan, accounting for approximately 2.36% of the global market [2] Group 3: Corporate Developments - On May 25, 2025, Haiguang Information, a component of the Double Innovation 50 ETF, announced a suspension of trading as it plans to merge with Zhongke Shuguang through a share exchange, optimizing the industrial layout from chips to software and systems [3] - The integration of Zhongke Shuguang and Haiguang Information aims to enhance the information industry chain by consolidating high-quality resources [3] Group 4: AI Industry Trends - The AI industry is experiencing upward trends, with significant improvements in reasoning capabilities and the introduction of advanced models such as Claude4 and DeepSeekR1 [4] - The computing power industry is identified as a high-growth sector benefiting from policy and industrial changes, with domestic leaders like Haiguang and Shuguang expected to enhance competition [4] - The focus on core computing power leaders and their ecosystems is recommended for future investment opportunities [4] Group 5: Investment Opportunities - The Double Innovation 50 ETF and Science and Technology Innovation 100 ETF are positioned as a "Science and Technology Asset Upgrade Package," allowing investors to capture excess returns in the technology sector [5]

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 ...

算力产业链走强 创业板指涨逾1% 智通财经6月5日电，午后指数走高，创业板指拉升涨逾1%，沪指涨0.09%，深成指涨0.45%。兵装集 团、体育、算力、虚拟电厂等方向涨幅居前，沪深京三市上涨个股近2400只。 ...

6月4日，从宁夏回族自治区政府新闻办举行的新闻发布会上获悉，宁夏数字经济呈现总量持续扩大、质 效持续提升、数实融合持续深化的良好发展态势，在算力基础设施建设、产业生态培育、数据要素开发 应用、数智赋能转型及跨域协同合作五个方面实现"新突破"。 算力基础设施建设实现"新突破"。截至目前，宁夏已建成大型、超大型数据中心9个，在建项目27个， 标准机架数达14.2万架，智算算力规模7.4万P，中卫数据中心集群智算规模位居全国第三。"总体看，项 目落地实现新突破，建设进度跑出加速度，形成多点发力、梯次推进的跨越式发展格局，截至2024年 底，智算项目投资、标准机架、智算算卡、算力规模同比实现'四个翻番'。"自治区发展改革委副主 任、自治区数据局局长麦欣甫表示，预计今年底，以上指标将再次实现同比翻番。宁夏算力综合指数进 入全国前十，算力质效分指数排名西部第一。 算力产业生态培育成效显著。银川、石嘴山等地集聚电子制造项目发展初具规模，为4000余家企业提供 云计算服务。20多个大模型在宁夏落地训练，凯添燃气AI、农业农村经济运行智能AI等人工智能行业 垂域模型陆续投入应用。6所学校入选全国中小学人工智能教育基地。 数据要 ...

算力硬件股持续走强 生益电子触及20CM涨停 智通财经6月5日电，算力硬件股午后持续走强，CPO、PCB等方向领涨，生益电子触及20CM涨停，胜 宏科技、鼎泰高科、瑞可达、仕佳光子、德科立、博创科技涨超10%，华脉科技、海得控制、方正科 技、广合科技等多股涨停。 ...

Group 1 - The A-share computing power leasing sector experienced a significant rise in the afternoon, with major companies showing strong performance [1] - Dwei Technology reached the daily limit increase, indicating strong investor interest and confidence [1] - Huijin Co., Ltd. saw an increase of over 12%, reflecting positive market sentiment towards the company [1] - Kehua Data rose by more than 9%, contributing to the overall upward trend in the sector [1] - Other companies such as Parallel Technology, Industrial Fulian, and Xiechuang Data also experienced gains of over 5%, showcasing a broad-based rally in the computing power leasing market [1]

Core Viewpoint - The computing power leasing concept has experienced a significant rebound, with major companies like Dawi Technology hitting the daily limit increase in stock price, following similar movements from other firms in the sector [1] Group 1: Market Reaction - Dawi Technology saw a sharp increase in stock price, reaching the daily limit [1] - Other companies such as Hubei Broadcasting, Qingyun Technology, Hongjing Technology, Aofei Data, Xiechuang Data, and Huafu Fashion also experienced stock price increases [1] Group 2: Policy Influence - The Ministry of Industry and Information Technology recently issued the "Computing Power Interconnection Action Plan," aimed at improving the efficiency and service level of public computing resources [1] - The plan outlines six key areas and 16 specific tasks to promote high-quality development in computing power [1]