GTJA: Maintain a "Shareholding" rating for the HVAC Industry, recommending Shenzhen Envicool Technology (002837.SZ) and others.

GTJA expects that there will gradually be a supply-demand tension for cold compressors in the next 2-3 years.

Zhitong FinanceMar 3 14:30 · Ratings

A-shares movement丨Concept stocks related to East Data and West Computing fell, stocks such as Shanghai AtHub hit their limit down, and Microsoft canceled its Datacenter lease.

On February 25th, according to Gelonghui, the Concept of East Data and West Computing stocks in the A-share market fell sharply. Among them, Shanghai AtHub and Nanxing Machinery hit their daily limit, while Zhejiang Daily Digital Culture Group also hit the limit. Longwei shares dropped over 8%, Beijing Sinnet Technology and Range Intelligent Computing Technology Group fell over 6%, Shandong Rike Chemical and Huafu Fashion decreased by over 5%, and Yimikang Tech. Group.Co.,Ltd., Talkweb Information System, Leon Technology, Insigma Technology, Shenzhen Envicool Technology, RunJian Co.,Ltd., and Business-intelligence Of Oriental Nations Corporation dropped by over 4%. On Monday, an analysis report indicating that Microsoft’s Datacenter capacity leasing may slow drew market attention, further intensifying investors' concerns that the AI-driven stock market boom might lack momentum.

Gelonghui FinanceFeb 25 09:42

Semiconductor giants collectively plummet! China's large model DeepSeek strikes Wall Street hard!

The DeepSeek shockwave is still ongoing, and it has already spread from the Technology sector to the capital sector.

Securities TimesJan 27 18:22

The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.

The public offering 'Champion Fund' discloses its quarterly report for 2024.

Zhitong FinanceJan 21 21:31

GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.

Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.

Zhitong FinanceJan 19 20:14

China Securities Co.,Ltd.: The surge in AI electricity usage signals the start of a new journey for the power Industry Chain.

The demand for intelligent computing will drive the demand for new data centers, with Electrical Utilities equipment and temperature control equipment being the two segments that hold a relatively high value in the construction of IDC data centers.

Zhitong FinanceJan 16 10:31