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]

新消费概念的外延不断扩大。 昨天，新品（茶啤）、新渠道（山姆超市）带火了啤酒、休闲食品板块。今天上午，"苏超"概念大涨。 有观点认为，"苏超"的火爆并不局限于足球比赛，而是通过足球折射了江苏省13个设区市的地域特色和 地域文化，让观众在观赛时带有一定的情绪归属感，本质上是情绪消费的体现。因此"苏超"概念也属于 新消费范畴。 不过，今天上午，新消费行情回调，美容护理、宠物经济等板块下跌；港股新消费"三姐妹"泡泡玛特、 蜜雪集团、老铺黄金下跌。 算力产业链上午持续拉升 ，光模块龙头股中际旭创（300308）上涨5.14%，成交额为41.03亿元，居A股 第一；PCB龙头股胜宏科技（300476）上涨9.23%，股价创历史新高，成交额为31.61亿元，居A股第二 位。此外，博创科技、仕佳光子、太辰光等个股也大涨。 分析人士表示，近两日算力产业链连续走强。一方面，市场对AI算力资本开支放缓的担忧缓解，海外 AI龙头股持续走强；另一方面，经历前期的连续调整后，当前A股TMT板块拥挤度回落至低位。 上午收盘，上证指数上涨0.08%，深证成指上涨0.16%，创业板指上涨0.32%。 | 足球概念大涨 | 今天上午，足球概念 ...

| 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3378.82 | 10160.75 | 1428.38 | | +2.62 +0.08% +16.17 +0.16% -10.35 -0.72% | | | | 科创50 | 创业板指 | 万得全A | | 987.98 | 2031.39 | 5141.23 | | +1.87 +0.19% | +6.46 +0.32% | +4.27 +0.08% | 总体来看，个股跌多涨少，全市场超3000只个股下跌。 2025.06. 05 本文字数：1072，阅读时长大约2分钟 6月5日，A股三大指数早盘高开后窄幅震荡。截至午间休盘，沪指涨0.08%，深成指涨0.16%，创 业板指涨0.32%。 "苏超"引爆A股足球概念持续狂飙 盘面上，算力产业链走强，CPO、铜连接方向领涨；虚拟电厂概念股掀涨停潮，电路板、6G、稀土 永磁、IP经济、数字货币题材活跃；黄金、创新药、新消费概念股回调。 从板块来看，足球概念股持续大涨，金陵体育20CM三连板。 消息面上，江苏省首届城市足球联赛（苏超）近期火爆出圈，并在网络上一度冲上热搜，江苏 ...

Market Overview - The market experienced a slight rebound in early trading, with the three major indices showing minor increases [1] - The total trading volume in the Shanghai and Shenzhen markets reached 714.2 billion, a decrease of 12.8 billion compared to the previous trading day [1] - Overall, the market saw more declines than gains, with over 3,000 stocks falling [1] Sector Performance - Football concept stocks continued to surge, with Jinling Sports achieving a 20% limit-up for three consecutive trading days [1] - Computing hardware stocks strengthened again, with Shenghong Technology reaching a historical high [1] - Virtual power plant concept stocks were active, with Zhongdian Xindong hitting the daily limit [1] - In contrast, large consumer stocks collectively adjusted, with Mankalon dropping over 10% [1] Index Performance - By the end of trading, the Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.16%, and the ChiNext Index gained 0.32% [1]

6月5日，三大指数集体高开，盘中创业板指走高，港股方面，恒生科技指数涨幅走阔。A股、港股云计 算概念双双走强。指数方面，中证沪港深云计算产业指数(931470.CSI)上涨1.29%，该指数成分股中， 微盟集团上涨超7%，深信服与阿里巴巴-W上涨超3%，中际旭创上涨近3%。 相关ETF方面，云计算ETF沪港深（517390）持续走强，截至发稿上涨1.3%，成交额为501.09万元。截 至6月5日，该ETF最新流通份额为2.88亿份，最新流通规模为3.11亿元，值得一提的是，云计算ETF沪 港深（517390）近5、10、20、60日净流额均为同标的第一。 开源证券认为，2025年云计算行业将进入全新发展阶段，市场规模预计突破1.17万亿元，同比增长 40.6%。这一增长主要受益于AI技术的飞跃发展和政策支持。随着云原生技术的成熟，云技术将从粗放 向精细转型，企业用户对云服务的需求将从IaaS向SaaS上移，推动云应用从互联网向行业生产渗透。特 别是在政务、金融、交通等关键基础设施领域，云计算将结合5G、AI、大数据等技术，帮助企业完成 数字化转型。此外，混合云和云原生安全能力的发展也将为行业带来新的增长点。 ...

智通财经6月5日电，算力硬件股再度走强，胜宏科技涨超6%再创历史新高，生益电子涨超10%，广合 科技涨停，太辰光、中际旭创、仕佳光子、景旺电子、新易盛等跟涨。 算力硬件股再度走强 胜宏科技涨超6%再创历史新高 ...

Group 1 - The core strategy of Hainan Huatech is to advance its internationalization and globalize its existing business by planning to issue S-shares and list on the Singapore Exchange [1][2] - As of March 2025, Hainan Huatech has signed contracts for computing power services amounting to 6.67 billion yuan, with asset delivery exceeding 900 million yuan [1] - The company is deepening strategic cooperation with key enterprises in the computing power industry, focusing on investments in computing equipment and the DeepSeek ecosystem [1] Group 2 - Hainan Huatech aims to leverage the advantages of the Hainan Free Trade Port to expand its digital and international business, targeting Southeast Asia for growth [2] - The listing on the Singapore Exchange is expected to enhance the company's international recognition and attract global clients and partners [2] - The strategic move to establish a computing power network in Southeast Asia is seen as a way to influence regional digital infrastructure standards and promote cross-border payment in RMB [2] Group 3 - The trend of Chinese companies seeking cross-border financing through listings in Singapore is gaining attention, as the market offers a stable and transparent operating environment [3] - Singapore's flexible capital market and policy advantages, including simplified listing processes and tax incentives, make it an attractive destination for internationalizing Chinese enterprises [3]

Core Insights - Ningxia aims to quadruple investment, standard racks, intelligent computing cards, and computing power scale by the end of 2024, with a comprehensive computing power index entering the top 10 nationally [1] - The region is recognized for its favorable climate for large data centers and is the first national new energy comprehensive demonstration zone, providing abundant green electricity resources [1] - By 2027, Ningxia's digital economy is projected to reach 270 billion RMB, accounting for over 40% of the total economy, with core digital economy industries expected to double their value added compared to 2021 [2] Investment and Infrastructure - As of now, Ningxia has established 9 large and super-large data centers, with 27 more under construction, and a total of 142,000 standard racks [1] - The region has built 116,000 intelligent computing cards and achieved a computing power scale of 74,000 P, ranking third among the top ten data center clusters in the country [1] Industry Ecosystem Development - Ningxia is fostering a new industrial ecosystem by attracting projects in electronic materials, photovoltaic equipment, high-performance servers, and smart wearable manufacturing [2] - Over 20 large models are being trained in Ningxia, with applications in AI healthcare and over 40 typical application scenarios developed [2] - The region has established more than 1,200 smart classrooms and laboratories, 186 smart factories, and 2,600 small and medium-sized enterprises utilizing cloud computing and data intelligence [2]

昨日A股 昨日，市场全天震荡反弹，创业板指领涨。截至收盘，沪指涨0.42%，深成指涨0.87%，创业板指涨 1.11%。沪深两市全天成交额1.15万亿元，较上个交易日放量116亿元。 盘面上，市场热点集中在消费方向，个股涨多跌少，全市场超3900只个股上涨。从板块来看，大消费股 全线走强，美容护理、啤酒等方向领涨，固态电池概念股一度冲高，算力概念股展开反弹。下跌方面， 无人车辆概念股展开调整。板块方面，美容护理、啤酒概念、摘帽、电池等板块涨幅居前，机场、无人 车辆、国防电子、草甘膦等板块跌幅居前。 | 名称 | 曼新点位 | 、旅炭幅 | | --- | --- | --- | | 上证指数 | 3376.2 | +14.22(0.42%) | | 深证指数 | 10144.58 | +87.41(0.87%) | | 创业板指 | 2024.93 | +22.23(1.11%) | 隔夜外盘 纽约股市三大股指昨日涨跌不一。截至当天收盘，道琼斯工业平均指数比前一交易日下跌91.90点，收于 42427.74点，跌幅为0.22%；标准普尔500种股票指数上涨0.44点，收于5970.81点，涨幅为0.01%；纳 ...

记者4日从工业和信息化部获悉，工业和信息化部近日印发《算力互联互通行动计划》（以下简称《计 划》），旨在加快构建算力互联互通体系，实现不同主体、不同架构的公共算力资源标准化互联，提高 公共算力资源使用效率和服务水平，促进算力高质量发展。 同时，《计划》将推动算力互联互通赋能典型应用场景：推动算力互联在算力资源服务、任务调度、市 场交易、开源社区运营等新业态场景应用；推动算力互联在人工智能、科学计算、智能制造、远程医 疗、视联网等企业级场景，以及智能驾驶、云渲染、云电脑、云游戏等消费级场景应用；推动算力互联 与能源互联网、工业互联网、移动互联网等融合创新应用。 当前人工智能产业快速发展，全球算力资源使用需求不断攀升，算力互联互通已成为国内外关注焦点。 工业和信息化部信息通信管理局有关负责人介绍，算力互联互通是在现有互联网体系架构基础上，通过 构建统一算力标识、增强异构计算和弹性网络能力等方式，将不同主体、不同架构的公共算力资源标准 化互联，形成可查询、可对话、可调用的服务能力，实现数据和应用在算力间高效供需匹配、流动互 通、迁移计算，使算力像水、电一样便捷使用。 （文章来源：科技日报） 《计划》提出，到2026 ...