B[The concept of computing power leasing fluctuated and rebounded, and Maixinlin rose by more than 18%] On September 29, the concept of computing power leasing fluctuated and rebounded during the session, with Maixinlin rising to the daily limit of 20cm. Previously, Nanwei Software had 4 boards in 6 days, and Entrepreneur Dark Horse, Jiahua Technology, Hubei Radio and Television, Infore Environment, Oriental Materials, etc. followed suit. According to the news, computing power lessor Nebius plans to increase the on-demand rental rates of major NVIDIA GPUs starting from October 1. The H100 will rise from $3.85 to $4.50 per hour, the H200 will rise from $4.50 to $5.40, the B200 will rise from 7.15 to $8.50, and the B300 will rise from 7.85 to $9.50. The overall increase is about 17% to 21%. B[The concept of computing power leasing fluctuated and rose by the 263 daily limit] On September 22, the concept of computing power leasing fluctuated and rose by the 263 daily limit in early trading. Sangfor, Shunwang Technology, Wangsu Technology, Xingyun Technology, Nanling Technology, Ukerde, etc. followed suit. In the news, Nebius, a computing power rental manufacturer, recently announced that the price of GPU cloud services will increase by 17% to 21%. The Bohai Securities research report stated that currently, a new value system is accelerating to form around the invocation, distribution and settlement of Tokens, and has become an important path for the possible realization of the artificial intelligence industry. It continues to be optimistic about computing power leasing and other AI cloud computing service links under the development wave of the "word economy" in the AI era. B[The concept of computing power leasing has partially recovered, and Dawei Technology has reached its daily limit] On September 2, the concept of computing power leasing has partially recovered in the afternoon, and Dawei Technology has reached its daily limit. Previously, the competition reached 4 consecutive boards, and Yangdian Technology, Pingao Shares, Oriental Materials, Tongniu Information, and Xingyun Technology followed suit. In terms of news, the General Office of the Ministry of Industry and Information Technology recently issued the "Notice on Carrying out Special Actions to Cultivation of Artificial Intelligence Application Service Providers." Among the four key tasks, the Ministry of Industry and Information Technology proposed to organize service providers to take the lead in forming "artificial intelligence application service groups" such as modeling and mathematical resonance, computing and computing collaboration, and support service providers in strengthening their connection with the national computing power network hub nodes, national computing power interconnection nodes, and China's computing power platform. A[The concept of computing power leasing rebounded in shock, and Kanghui shares hit the daily limit] On August 31, the concept of computing power leasing rebounded in shock, and Kanghui shares hit the daily limit. Previously, Jingye reached 2 consecutive boards, Yitian Intelligent approached the 20cm daily limit, Huichen Technology, Huichang Technology rose by more than 10%, Wangsu Technology, Nanxing Technology, Hengrun Technology, and Pingzhi Information were among the top gainers. On the news, Liu Liehong, director of the National Data Administration, said at the 2026 China International Big Data Industry Expo that it is necessary to study and explore business models such as word value-added subscription and pay-for-performance based on major national economic scenarios.
— All loaded —
