Yancheng's Green Power Breakthrough: The Energy Bill Along 582 Kilometers of Coastline | Frontline

"East Data Green Computing," "East Data Marine Computing," "Shanghai-Jiangsu Computing"... Yancheng City has made it clear that it will expand the pilot program of direct green electricity connections, strive for the layout of national computing power cluster infrastructure, and build a green computing hub along the eastern coast. This hub will provide low-cost green electricity computing power to Shanghai and the Yangtze River Delta region, supporting AI training, industrial simulation, and big data analysis.

cls.cnMay 19 10:21

Viewed from a 'different light,' this QDII fund ranks first in performance, with its portfolio emphasizing not South Korean chip stocks but rather technology shares from both China and the United States.

①The annual return of Tianhong Global High-End Manufacturing Mixed (QDII) A reached 75.79%, ranking first among actively managed QDIIs; ②Instead of heavily investing in the Korean stock market, which has gained significant attention this year, the fund achieved outstanding returns by focusing on technology stocks from China and the United States; ③The fund has also strategically invested in leading domestic optical module companies such as Zhongji Xuchuang and Xin Yi Sheng.

cls.cnMay 18 20:56

In the post-Moore's Law era, glass substrates may usher in a new round of 'material revolution.'

Western Securities stated that the peak of Moore's Law is approaching, and the demand for AI computing power is driving a generational leap in packaging materials. Glass-based substrates centered on Through-Glass Vias (TGV) are accelerating the replacement of traditional silicon and organic substrates due to advantages such as low signal loss, adjustable thermal expansion, and controllable costs. Intel, Samsung, and Taiwan Semiconductor are collectively investing in this technology. The global TGV market size is expected to reach nearly USD 8 billion by 2028, with penetration further increasing to 50% by 2030.

wallstreetcnMay 18 15:06

Cailian Press Venture Capital Weekly: This week, 108 financing deals in the primary market increased by 63.64% week-on-week, with aerospace and embodied intelligence being the most active sectors.

①This week (May 9 - May 15), there were 108 investment and financing events in the domestic market, with a disclosed total financing amount of approximately 9.014 billion yuan. ②Advanced manufacturing and integrated circuit sectors were particularly active, with automobile mobility disclosing the highest total financing amount of about 2.02 billion yuan. ③Qijing Automobile completed an increase in capital of over 1 billion yuan, while Zaihe Truck completed a strategic financing round worth 1 billion yuan, tying as the highest disclosed investment events this week.

cls.cnMay 17 19:57

The electronic chemicals sector ranks among the top in terms of gains, with storage chip-related stocks remaining highly active.

① This week, the three major A-share indices showed mixed performance, with the ChiNext Index surging 3.50% on a weekly basis, reaching a new all-time high; ② The electronic chemicals sector led the gains, with Zhongchuan Special Gas rising 82.30% over the week; ③ Stocks related to memory chips remained highly active, driven by the rapid expansion of AI computing infrastructure, which may continue to push memory chip prices higher.

cls.cnMay 16 14:16

Publicly offered funds collectively 'chase the light,' with over a hundred public funds researching New Easy Prosperity.

①Chuangjin Hexin topped the research rankings, having conducted 637 surveys year-to-date, covering 534 individual stocks; ②New Easun, the leader in optical modules, has become a “popular stock,” attracting over a hundred public funds to conduct surveys; ③Public funds have focused their research on AI computing hardware supply chains such as optical modules, strengthening the consensus on hard technology.

cls.cnMay 16 10:29