Computing power sector profit retreats Fund bullish on future expansion of "artificial intelligence +"

date
28/08/2025
Driven by both performance and policies, the AI computing power sector has once again stepped onto the forefront. On August 27th, the stock price of the leading domestic computing power company Cambrian surpassed that of Maotai from Guizhou, becoming the focus of the market. However, in the afternoon, popular computing power stocks such as Cambrian and New H3C collectively fell back, causing the market's enthusiasm to cool down. After experiencing a significant rise, can the computing power track, as a "shovel seller" in the AI industry, continue to maintain high prosperity? Fund managers generally believe that the long-term logic of being a "shovel seller" remains solid, but the AI market may further expand towards cloud computing, applications, and edge computing.