[AI computing power and new energy synergy drive the A-share third quarter report to “new momentum”] On November 2, the A-share third quarter report came to an end. Judging from the performance, the profit focus of listed companies continues to tilt towards the “new track”. As computing power infrastructure continues to expand and global energy transformation steadily advances, the AI ​​computing power and new energy industry chain perform brilliantly. In the AI ​​computing power industry chain, subdivisions such as chips, storage, optical modules, and PCB (printed circuit boards) are booming, and the performance of many leading companies has shown explosive growth. The new energy sector is ushering in a structural recovery, with many subdivisions such as power batteries, energy storage, and lithium battery materials blooming, and the profitability resilience of leading companies has been fully demonstrated. The two major tracks work together to outline a clear picture of A-shares’ “new momentum”. (China Securities Journal)