Rubin图形处理单元(GPU)
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A股算力概念股集体走强,奥飞数据涨超7%,云天励飞涨超6%
Ge Long Hui· 2026-02-26 03:08
Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, driven by Nvidia's presentation of its next-generation Vera Rubin computing system, which integrates advanced components [1][2]. Group 1: Stock Performance - Starry Technology (星宸科技) increased by 16.41%, with a total market value of 35.8 billion and a year-to-date increase of 84.86% [2]. - Runze Technology (润泽科技) rose by 15.90%, with a market capitalization of 164.4 billion and a year-to-date increase of 100.60% [2]. - Zhiwei Intelligent (智微智能) saw a 10.01% increase, with a market value of 14.9 billion and a year-to-date increase of 59.14% [2]. - Tianfu Communication (天孚通信) increased by 9.37%, with a market capitalization of 290.4 billion and a year-to-date increase of 373.51% [2]. - Other notable stocks include Maxinlin (迈信林) up by 8.98%, and Fenghuo Communication (烽火通信) up by 8.43% [2]. Group 2: Nvidia's Presentation - On February 25, Nvidia showcased the internal structure and supply chain details of the next-generation Vera Rubin computing system, which includes 72 Rubin GPUs and 36 Vera CPUs, totaling 1.3 million components [1].