The future growth space of AI computing power is huge. Institutional funds have dramatically increased their positions in four oversold AI computing power concept stocks.

The 2025 World Computing Conference will be held in Changsha, Hunan on November 20th and 21st. The theme of the conference is "Computing Everything, Shaping the Future Together Intelligent Computing Driving New Productivity". There are 12 themed activities planned, including the opening ceremony and themed report meeting, special events, industry empowerment activities, and innovation achievement displays. How big is the future growth space of AI computing power? According to the "China Artificial Intelligence Computing Power Development Assessment Report", it is estimated that by 2024, China's intelligent computing power will reach 725.3 EFLOPS, with a five-year compound annual growth rate of 46.2% expected from 2023 to 2028. The number of concept stocks related to the AI computing power industry chain in the A-share market exceeds 80, with a total market value exceeding 6 trillion yuan as of the close of November 14. 12 stocks have a market value in A-shares exceeding 1 trillion, including Industrial Fulian, Cambricon, Zhongjixuchuang, Haiguang Information, and Xinyisheng. After a significant increase earlier, the overall pullback of AI computing power concept stocks is obvious. According to Securities TimesData Treasure statistics, as of the close of November 14, compared with the annual high, the withdrawal amplitude of 67 stocks exceeded 20%, with 10 stocks exceeding 40%. Among the 67 stocks above, in terms of fund flow, as of the close of November 14, only 4 had a net inflow of institutional funds exceeding 100 million yuan since November. They are Inveck, Cambridge Technology, Tianfutongxin, and Maiggemit.