Recently, a number of A-share listed companies operating within the computing power industry chain have unveiled their performance forecasts for the first half of 2026, revealing impressive results. According to incomplete statistics compiled by a reporter from Shanghai Securities News, as of July 8, over 20 listed companies in this sector have projected growth in their first-half performance. The reporter discovered that the commercialization of AI large models has spurred an increase in demand for computing power procurement and leasing. This, in turn, has boosted profitability across the hardware, storage, and computing power service sectors. Tianfeng Securities posits that computing power constitutes the core resource of the artificial intelligence industry, with the computing power leasing industry emerging as a pivotal area supporting AI development. It is anticipated that domestic demand for AI infrastructure will continue to be strong in 2026, and that core targets within the computing power industry chain hold significant investment potential.