According to data from Wind, as of 5:00 PM on August 13, a total of 358 A-share listed companies had unveiled their semi-annual financial results for 2026. Over 70% of these companies reported year-on-year increases in both revenue and net profit attributable to the parent entity. Notably, sectors such as semiconductors, chemicals, and non-ferrous metals have witnessed an improvement in market conditions. Within these sectors, frontrunners in the AI computing power industrial chain (Note: 'AI computing power industry chain' is retained for contextual clarity) have demonstrated remarkable performance growth. Market analysts observe that the performance surge in these firms is propelled by a dual impetus of 'technological progress + cyclical upturn.' With a flurry of semi-annual reports being disclosed, the market's focus is transitioning from valuation-centric considerations to earnings verification. Consequently, the performance of leading technology firms warrants close attention.
