The list of concept stocks of computing power hardware that institutions have intensively researched since June has been released.

date
25/06/2026
The global high-performance computing landscape is undergoing changes, with domestically developed supercomputers seizing the top spot in global computing power rankings. This breakthrough covers the entire industry chain of computing power hardware, including chips, storage, and cooling, driving the popularity of computing power hardware. According to Securities Times Data, there are a total of 116 A-share stocks involved in the layout of computing power chip, HBM, and liquid cooling hardware sectors. Since June, on average, stocks related to computing power hardware concepts have increased by 19.05%, with Zhongju-x leading the way with a cumulative increase of 130.8%; it is followed closely by Huazheng New Materials, Weitetou, and Shengmei Shanghai, which have increased by 89.58%, 87.38%, and 75.59% respectively. Since June, 21 computing power hardware concept stocks have attracted institutional research, with 11 of them receiving significant attention from institutions, with more than 10 institutions researching, Shengmei Shanghai, Jingzhida, and Obizhiguang-W being the most researched by institutions, with 129, 88, and 71 institutions respectively.