Oracle's stock price soared, A-share cloud computing companies attracted attention.

A landmark event has occurred in the field of AI once again. Tech giant Oracle surged nearly 36%, reaching a historical high in stock price. In the early trading today, A-share market was led by AI hardware direction, with concepts such as CPO, PCB, high-speed copper cable connections leading the gains. As a global leader in enterprise IT software, Oracle's cloud business has shown tremendous growth potential, attracting attention from A-share market cloud computing companies. There are more than 200 cloud computing concept stocks in the A-share market, with over 20 institutions rating stocks such as China Mobile, Hikvision, Industrial Fulian, and iFlytek, while companies like Focus Technology, Zhongtian Technology, Tsinghua Unigroup, and Yuxin Technology each receiving over 10 institutional ratings. According to institutional consensus forecasts, 34 concept stocks are expected to have net profit growth of over 50% next year, with companies such as Massive Data, China Great Wall, and Zhongke Jincai potentially doubling in growth. Looking at the net buying situation of leveraged funds, stocks such as OFilm Data, Truelink Interconnection, and China Great Wall have seen net purchases of over tens of millions since September.