Xingyu Recap 0212: AI Boom, Computing Power Surge

Recap Directory:

1. Summary of Review (including: consecutive board tiers, market data overview, market indices, market session summary, thematic summary). [Taoguba]

2. Reasons for Limit Up (including: consecutive limit-up charts, one-word limit-up stocks, N-word boards, ChiNext limit-ups, STAR Market and Beijing Stock Exchange limit-ups, hot topic classifications, other limit-ups, limit-up openings).

3. Featured Data Supplement (including: recent limit-up stocks, ChiNext index).

4. Dragon and Tiger List Data (including: hot money tracking, institutional buying and selling, business department purchase rankings).

5. Sentiment Index (including: hotspot intensity, sentiment nine-grid, monitoring pool, three major group interval gains).

6. Stock Analysis (limit-up time sorting, detailed reasons or analysis for individual stock limit-ups). …

7. Review Summary 4 boards: Dawi Technology, iReader Technology, Yabo Shares, Decai Shares 3 boards: Tefa Information 2 boards: Yunnan Energy Holdings, Metersbonwe, Jiangwu Equipment, Jinshi Technology, Honghe Technology, Shandong Glass Fiber, Massive Data, Zhongcai Technology, Zhangyuan Tungsten, Oriental Tantalum, Xianglu Tungsten, Zhuolang Intelligent Market Data: 2108 stocks closed up (red), 3280 stocks closed down (green), 60 stocks hit limit-up, 15 stocks hit limit-down, 223 stocks with large positive candles, 66 stocks with large negative candles, 141 negative reversal waves at -5, 10 at -10, 109 positive attack waves. Market Indices: Total trading volume across two markets is 2.1418 trillion yuan, with an increase of 157.6 billion yuan. Major indices rose by 0.05%, closing at 4134, high of 4140, low of 4124. Currently, index fluctuations are very small. At first glance, the Shanghai Composite Index’s candlestick is close to 8 consecutive bullish days, indicating a stable trend. Both index and average stock prices continue to fluctuate within a range. To break through, the market might need to wait until after the New Year, as many traders are at home and haven’t been watching the market recently, and many hot money have also taken early breaks. Market Session: AI animation dramas faced a one-word limit-up due to Hengdian Film & TV, causing significant divergence in the cultural media sector, which ranked first in decline. Currently, the market mainly recognizes artificial intelligence and price increase themes. The consensus in AI or animation dramas mainly focuses on computing power. Because of the Spring Festival benefits, policy support, application prospects, and price increase expectations. Today, power supply and liquid cooling segments in computing power are also strong, mainly driven by external favorable stimuli. Price increase themes mainly focus on electronic fabrics in tech sectors and tungsten in non-ferrous sectors. These two themes have relatively few stocks, small capacity, and many have long-term trends. From the perspective of topic popularity and participation, I personally prefer holding computing power stocks for the New Year. Looking forward to receiving small bonuses from the stock market after the holiday. Wishing everyone a happy Spring Festival.

8. Reasons for Limit Up Consecutive Board Stocks: 17 stocks, 26.61 billion yuan

One-word Limit-up Stocks: 5 stocks, 1.26 billion yuan

N-word Rebound Board Stocks: 4 stocks, 4.21 billion yuan

ChiNext Limit-up Stocks: 3 stocks, 6.87 billion yuan

STAR Market Limit-up Stocks: 2 stocks, 4.98 billion yuan

Artificial Intelligence Direction: 35 stocks, 62.06 billion yuan Split into computing power branch, computing power liquid cooling, computing power power supply, and other four segments. Computing Power: 10 stocks, 18.87 billion yuan

Computing Power Liquid Cooling: 11 stocks, 28.3 billion yuan NVIDIA’s liquid cooling supplier Vertiv Technologies saw a significant 24% surge on February 11, 2026, driven by its Q4 2025 earnings exceeding expectations and strong performance guidance.

Computing Power Power Supply: 10 stocks, 12.33 billion yuan Global AI data center construction boom has led to full orders for transformers, gas turbines, and other power supply equipment. Large generators’ prices and quantities are rising, with foreign brands like Cummins and Caterpillar already booked through 2028.

Other Artificial Intelligence: 5 stocks, 5.23 billion yuan

Robotics: 12 stocks, 14.67 billion yuan

Electronic Fabric Price Increase: 5 stocks, 10.63 billion yuan The explosion in AI chip demand has tightened supply of T-type fiberglass fabrics. Major global suppliers like Nichia Textile plan to steadily increase capacity from late 2026, aiming to triple capacity by 2028.

Non-ferrous Price Increase: 6 stocks, 10.88 billion yuan

2025 Annual Report Stocks: 20 stocks, 27.7 billion yuan

Others: 5 stocks, 4.35 billion yuan

First Board Stocks Opened: 19 stocks, 35.67 billion yuan

3. Featured Data Supplement Recent Limit-up Stocks:

ChiNext Index:

4. Dragon and Tiger List Data: Hot Money Tracking:

Institutional Buying and Selling:

Business Department Purchase Rankings:

5. Sentiment Index: Hotspot Intensity:

Sentiment Nine-Grid:

Monitoring Pool:

Monitoring Pool Interval Gains:

Top 19 A-share Stocks with 5-day Interval Gains:

6. Stock Analysis: