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AI调用量首超美国!一图看懂A股算力概念股
和讯· 2026-03-01 04:08
Core Insights - The article highlights that from February 9 to 15, 2023, China's AI model API usage reached 41.2 trillion tokens, surpassing the U.S. model's 29.4 trillion tokens for the first time, indicating a significant growth in China's AI application ecosystem and computing power demand [1] - The Wind AI Computing Power Concept Index (8841678.WI) in the A-share market has increased by 18.08% from January 1 to February 28, 2026, with a turnover rate of 136.07% and a transaction volume exceeding 5.26 trillion yuan, reflecting a robust growth phase in AI computing infrastructure [1] A-share Computing Power Concept Companies Overview - The top-performing companies in the A-share market include: - Chip Origin Technology (688521.SH) with a price increase of 102.72% [4] - Runze Technology (300442.SZ) with a price increase of 95.81% [5] - Tianfu Communication (300394.SZ) with a price increase of 81.60% [5] - Xiechuang Data (300857.SZ) with a price increase of 58.16% [5] - Capital Online (300846.SZ) with a price increase of 55.50% [5] - Other notable companies include: - Youke De (688158.SH) with a price increase of 43.72% [5] - Aofei Data (300738.SZ) with a price increase of 43.21% [5] - Guanghuan New Network (300383.SZ) with a price increase of 39.49% [5] - Qingyun Technology (688316.SH) with a price increase of 38.14% [5] - Tongfu Microelectronics (002156.SZ) with a price increase of 37.96% [5] Market Performance Summary - The A-share market shows a diverse range of performance among computing power concept stocks, with some companies experiencing significant gains while others have seen declines. For instance: - Companies like Huida Technology (688802.SH) and Industrial Fulian (601138.SH) have seen declines of -7.67% and -9.74% respectively [7] - The overall trend indicates a high level of activity and investment in AI computing infrastructure, with many companies benefiting from this growth [1][8]