The market is expected to continue its short-term upward fluctuation trend, with a focus on structural rotation opportunities within the technology sector.

Track the entire lifecycle of the mainline sector.

cls.cnMay 13 21:16 ET

Guohai Securities: Increased concentration and profitability of super-node OEMs will benefit leading manufacturers.

Server original equipment manufacturers (OEMs) with high-end super-node maintenance qualifications and abundant CPU inventory reserves exhibit particularly prominent profit elasticity and growth certainty.

Zhitong FinanceMay 12 01:46 ET

We Think That There Are Issues Underlying Sharetronic Data Technology's (SZSE:300857) Earnings

Simply Wall StMay 7 18:03 ET

Xiechuang Data: First Quarter Report for 2026

SZSIApr 27 12:00 ET · Announcements

Intelligent computing becomes the core engine as Collaborative Innovation Data reports over 3x year-on-year growth in Q1 net profit, with the asset-liability ratio rising to nearly 86% | Earnings Report Analysis

① Intelligent computing has become the core engine of performance growth. In the first quarter of this year, the revenue and net profit of Cowin Data increased by 192.90% and 343.45%, respectively, compared to the same period last year; ② Due to continuous investment in computing power, the company's debt-to-asset ratio has risen to nearly 86%; ③ Several popular concept stocks in the computing power leasing sector have also recently reported impressive results.

cls.cnApr 27 11:46 ET

The strong players in the AI computing power sector continue to grow stronger; pay attention to the rotation rhythm within each sub-sector.

Track the entire lifecycle of the mainline sector.

cls.cnApr 22 21:21 ET