Large single computing power landing. Funds significantly increased positions in 12 concept stocks.

Currently, with the release of the potential of the AI industry and the deepening of the large model reasoning phase, computing power, as the core supply chain upstream, has become a strategic high point in the competition of the global digital economy. As of the end of March this year, the scale of intelligent computing power in China has reached 1.882 billion billion times per second, and the supply of computing power is more abundant. Since the beginning of this year, the cumulative increase is less than 43%, and as of May 29th, there are 12 concept stocks in the computing power sector with a financing balance increase of over 30% from the end of last year. The top ones in terms of financing balance increase are UCloud W, SuperVision Electronics, and Longxin Zhongke.