B[The rise of the computing power chip concept expands, and the 20cm daily limit of Xianji Information] On September 22nd, the computing power chip concept expanded during the day, and the Xianji Information closed the 20cm daily limit. Previously, China Great Wall, Hesheng New Materials, and Variety shares hit the daily limit. Moore Thread once rose by 15%. Wantong Development, Muxi, Loongson Zhongke, and Haiguang Information all rose by more than 6%. On the news, the industry pointed out that the recent progress of Huawei's Ascend 960 super node has exceeded previous expectations, reflecting that domestic computing chips may usher in a period of rising shipments faster. The performance competition of domestic chips has also shifted from single-card performance competition to system efficiency competition, which will help expand the capabilities of domestic chips and improve long-term space. A[The concept of computing power chips has been active repeatedly, Suiyuan Technology has risen by more than 5% and continues to hit a record high] On September 18th, the concept of computing power chips has been active again and again, with Suiyuan Technology rising by more than 5% and continuing to hit a record high. The total market value once stood at 230 billion, Yuntianli soared by more than 10%, Moore Thread, VeriSilicon, Haiguang Information, and Aojie Technology were among the top gainers. According to news, on September 17, Huawei Connect Conference 2026 kicked off in Shanghai. Huawei released the industry's first Ascend 960 super node using NPO technology, upgraded the Kunpeng super node, and launched the OceanStor M900 AI memory storage system. Based on Lingqu UnifiedBus unified interconnection, it built an Agentic super node cluster to support ultra-large-scale clusters with millions of cards. B[The concept of computing power chips rebounded with shock and Moore Thread rose by more than 9%] On September 17, the concept of computing power chips rebounded with shock and Moore Thread rose by more than 9%. Muxi, VeriSilicon, Guoke Micro, Code Education, and Yuntian Lifei were among the top gainers. On the news, at the 2026 AIDC Industry Development Conference and 3D Data Center On-site Meeting, Wang Tao, Vice Chairman and Rotating Chairman of Huawei Technologies Co., Ltd., said that super node clusters with more than 100,000 cards will become the basic configuration by 2027. B[The concept of computing power chips rebounded with shock and Suiyuan Technology rose more than 10%] On September 15th, the concept of computing power chips rebounded with shock and rebound during the day. Suiyuan Technology rose by more than 10%. Cambrian, VeriSilicon, Muxi, Moore Thread, and Temple were among the top gainers. In terms of news, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry". The plan proposes to build an advanced computing ecosystem, accelerate the layout of new computing paradigms such as storage and computing integration, quantum computing, optical computing, and brain-like computing, and break through the design of ultra-large-scale intelligent computing facility architecture. A[Ministry of Industry and Information Technology: Strengthen the research and development and application of key common technologies in computing power and explore forward-looking research and ecological cultivation of space computing power technology] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It mentioned that the development level of computing power facilities should be improved. Accelerate the construction of a national integrated computing power network, build a "hub-region-edge" multi-level computing power facility system, orderly deploy intelligent computing clusters of 10,000 cards, 100,000 cards and above, deploy inference computing power facilities on demand for scenarios, and increase efforts to adapt to domestic computing power chips. Deepen the automated monitoring of computing power and match supply and demand, and improve the utilization of computing power resources. Strengthen the research and development and application of key common technologies in computing power, explore forward-looking research and ecological cultivation of space computing power technology, continue to improve the construction of computing power standards and evaluation systems, and thoroughly implement the campaign to strengthen the computing power base. B[The CPU concept moved higher in the afternoon, and variety show shares rose by the daily limit] On September 7, the CPU concept moved higher in the afternoon, and variety show shares rose by the daily limit, with Hesheng New Materials, China Great Wall, China Electronics Port, and Loongson Zhongke rising higher. On the news, OpenAI released the GPT-6 Astra model last week, saying it has reached the most advanced level in computer operations, software engineering, network security and scientific research. Although the GPT-6 Astra model has not yet been officially released to the public, the industry pointed out that preliminary feedback from trial users shows that the model tends to generate a large number of agents, which will increase the industry's demand for CPUs.
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