On October 23, A-shares bottomed out and rebounded. The GEM computing power ETF Huaxia surged 2.07%, with a turnover of 456 million yuan, a new high since listing. In terms of capital flow, it received a net subscription of 41.85 million yuan yesterday, with a net inflow of 820 million yuan over the past 20 trading days. Fangzheng Securities said that recently, Co-Creation Data announced that its wholly-owned subsidiary signed a computing power cloud service agreement with an estimated total amount of no more than 37.490 billion yuan, which is one of the largest publicly disclosed single orders in the A-share computing power service sector. The three main lines of large-scale contracts are being implemented intensively, cloud vendors are announcing price increases, and domestic computing power is rapidly complementing the three main lines. The domestic computing power leasing industry is moving from “thematic expectations” to “performance delivery”, and the prosperity of the industrial chain has reached another level. Societe Generale Securities said that the three-quarter report may be an important verification window, mainly observing two directions. First, in the field of AI commercialization, can the profits of multiple companies in the same segment exceed expectations, thereby verifying the replicability of the AI business model. Second, after the valuation of computing power hardware has improved markedly, can orders, revenue, and profits continue to verify the logic of the boom. GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.
Zhitongcaijing · 2d ago
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On October 23, A-shares bottomed out and rebounded. The GEM computing power ETF Huaxia surged 2.07%, with a turnover of 456 million yuan, a new high since listing. In terms of capital flow, it received a net subscription of 41.85 million yuan yesterday, with a net inflow of 820 million yuan over the past 20 trading days. Fangzheng Securities said that recently, Co-Creation Data announced that its wholly-owned subsidiary signed a computing power cloud service agreement with an estimated total amount of no more than 37.490 billion yuan, which is one of the largest publicly disclosed single orders in the A-share computing power service sector. The three main lines of large-scale contracts are being implemented intensively, cloud vendors are announcing price increases, and domestic computing power is rapidly complementing the three main lines. The domestic computing power leasing industry is moving from “thematic expectations” to “performance delivery”, and the prosperity of the industrial chain has reached another level. Societe Generale Securities said that the three-quarter report may be an important verification window, mainly observing two directions. First, in the field of AI commercialization, can the profits of multiple companies in the same segment exceed expectations, thereby verifying the replicability of the AI business model. Second, after the valuation of computing power hardware has improved markedly, can orders, revenue, and profits continue to verify the logic of the boom. GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.
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