Data infrastructure construction is expected to accelerate, and many leading companies in various segments are favored by institutions gathering to take a look.

According to CCTV News, reporters learned from the National Bureau of Statistics that the country will continue to increase central fiscal funds investment to support the construction of a number of basic, public welfare and long-term data infrastructure projects at the local and industry level; make good use of ultra-long-term special national bonds funds to accelerate the construction of national data infrastructure architecture; and speed up the development of national data infrastructure planning for the "14th Five-Year Plan" period. According to Securities Times Data Treasure statistics, there are as many as 278 stocks related to data infrastructure themes in the A-share market. In terms of performance, in the first quarter of this year, there were 90 data infrastructure concept stocks with a net profit growth of over 20%. In terms of future growth potential, among the above-mentioned 90 data infrastructure concept stocks with significant growth in the first quarter performance, according to forecasts from more than 5 institutions, 38 of them are expected to have a net profit growth rate of over 20% in the next two years. There are 7 stocks for which institutions forecast a net profit growth rate of over 100%, namely Cambricon-U, Sijia Photonics, Shenghong Technology, Sirui Technology, Wentech Technology, Dongshan Precision, and Compass.