Policy, market, technology, and performance resonate together, the domestic computing power value singularity is at hand.

In recent years, the market has paid high attention to the computing power industry chain, especially after the emergence of deep mining from the void. Stocks related to this theme have surged, with the cumulative increase in concepts such as computing power leasing, cloud computing, servers, and AI computing exceeding 10% from February to the end of April, significantly outperforming the benchmark index during the same period. The first quarter financial reports for 2025 further confirm the high prosperity of the computing power industry chain, especially for domestic core computing power companies, whose net profits have generally increased significantly, reflecting the strong demand in the computing power market. In the opinion of industry insiders, domestic computing power is at a crucial point of fourfold resonance, involving policy benefits continuously released, market demand explosion, technological innovation breakthrough, and performance realization, and its singular value realization is accelerating.