[Computing and electricity synergy catalyzes the intensive implementation, and the logic of power asset valuation welcomes reconstruction] October 30th. Recently, computing and electricity collaboration has received catalytic factors in both policy deployment and industrial implementation, and the pace of advancement has accelerated significantly. Wind data shows that the Wind Power Index has risen 4.67% this year. Analysts believe that computing and electricity synergy is promoting the switch of the valuation system of power stocks from traditional "dividend assets" to "AI energy base". Companies that are the first to complete the linkage layout of green power resources and computing power hubs are expected to be revalued, but it will still take time for the valuation to be realized. There is also a gap between current performance and valuation expectations. Resource endowment and location conditions will be the key to identifying targets. (China Securities Journal)