Closing comments: The ChiNext Index opened high and closed high, rising by 1.32%. Liquid-cooled servers, data centers, and other AI computing power sectors led the gains.

The three major indexes of A-shares collectively rose today. As of the close, the Shanghai Composite Index rose by 0.05%, the Shenzhen Component Index rose by 0.86%, the Growth Enterprise Index rose by 1.32%, and the Beishare 50 Index rose by 0.5%. The total turnover of the Shanghai, Shenzhen, and Beijing markets reached 2.1608 trillion yuan, an increase of 159.7 billion yuan from the previous day, with over 2100 individual stocks rising. In terms of sector themes, the top gainers were power equipment, liquid-cooled servers, CPO, optical fibers, semiconductors, minor metals, computing power leasing, and rare earth permanent magnet sectors; while the top decliners were in the film and television industry, tourism and hotels, retail, liquor, food processing, airport transportation, and pork sectors. On the market, Vertiv surged by 24% overnight, the liquid-cooled server sector collectively surged, and stocks like Inovance Tech and Dayuan Pump Industry hit the limit up. Stimulated by the news of price increases for products from YOFC, stocks related to computing power leasing collectively strengthened, with YOFC, Capital Online, and DaWeitech hitting the limit. The electricity network equipment sector remains active, with Sinyuan Electric and Sifang Holdings hitting new highs during the session. Overall, the market focus is on the construction of AI infrastructure. On the other hand, the film and television industry sector continued to adjust today, with Hengdian Film and Bona Film Industry hitting the limit down. Retail, food and beverage, and tourism stocks also performed poorly, with Haixin Food hitting the limit down, and Dongbai Group and Hangzhou Xiabailing leading the decline.