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The global high-performance computing landscape has witnessed fresh developments, notably with domestically developed supercomputers now leading the global computing power rankings. This significant achievement encompasses the entire industrial chain of computing hardware, spanning chips, storage solutions, and cooling systems, thereby fueling the expansion of the computing hardware sector. Statistical data reveals that the A-share market boasts 116 stocks focused on the three key segments of computing chips, HBM, and liquid cooling. Since June, computing hardware concept stocks have, on average, experienced a 19.05% surge, with Juzhixin-U recording the highest gain at 130.8%. Huazheng New Materials, Vital New Material, and ACM Research (Shanghai) Inc. have also witnessed substantial increases, rising by 89.58%, 87.38%, and 75.59%, respectively.
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