Today (January 12), the Big Data ETF Huabao (516700), which focuses on domestic computing power (IDC, servers) and AI applications, saw its on-market price surge 8.28% and is currently up 5.98%, aiming for its 12th consecutive daily gain!
Among its constituent stocks, TAL Education Group and Easy Click Worldwide Network Technology Co.,Ltd. hit the 20% limit-up, while Yonyou Network Technology Co., Ltd., Tax Friend Co., Ltd., China Great Wall, and Tianxia Xiu also reached the daily limit-up. New Store Sharp Cut rose over 19%, Zhongke Star Map gained more than 15%, with Runze Technology, Dingjie Digital Intelligence, and other stocks posting significant increases!
On the news front, Elon Musk stated on social media platform X on January 10 (local time) that he would officially open-source the platform's latest content recommendation algorithm within a week. This move is widely interpreted by the market as "Musk also venturing into GEO."
GEO, or Generative Engine Optimization. If traditional search is about "finding links," then the AI era is about "getting answers." The core logic of GEO is to optimize content models, making them the preferred citations for large AI models (such as Doubao, ChatGPT, Wenxin Yiyan).
Why must enterprises deploy GEO? ① Seize the AI traffic gateway: User search behavior is undergoing an irreversible shift. GEO allows brand information to enter the AI's "pre-trained knowledge base," capturing user mindshare the instant a query is made. ② Shorten the conversion chain: The traditional model requires clicking and redirecting, whereas GEO enables "what you see is what you get" for core value propositions. Research indicates that this direct answer presentation can lead to exponential growth in conversion rates.
Zhongyou Securities stated that, driven by new AI-driven demand and policy support, the IDC (Internet Data Center) industry is expected to see an improvement in its supply-demand dynamics. On one end, the回流 of major tech companies' Capex to AI, increased acceptance of domestic computing power, and marginal improvements in NV's high-end chips are anticipated to drive the restart of bidding and the landing of large orders. On the other end, cautious energy consumption approval processes and the scarcity of resources in core locations have significantly slowed down the influx of new, disorderly supply. Consequently, 2026 is expected to enter a realization period characterized by order recovery, concentrated delivery, increased rack occupancy rates, and profit release. Industry utilization rates and price signals may improve simultaneously, creating conditions for valuations to recover from the bottom to a normal range. It is recommended to focus on IDC manufacturers leading in regional positioning and resource reserves.
Huaxin Securities pointed out that data centers are the core infrastructure of AI. The high growth momentum in domestic and international computing power markets is promoting steady growth in the IDC industry. China Merchants Securities indicated that on the demand side, computing power is driving a boom in data center construction, leading to significant order growth for companies in the industrial chain. North America and China are the core growth regions; overseas leaders still have numerous projects in the pipeline, and following a temporary slowdown due to restrictions on computing card imports, domestic demand is expected to rebound.
[Data Security is Paramount, Technological Self-Reliance is Crucial] The Big Data ETF Huabao (516700), which focuses on domestic computing power (IDC, servers) and domestic AI application fields, passively tracks the CSI Big Data Industry Index. It heavily invests in sub-sectors such as data centers, cloud computing, and big data processing. Its top holdings aggregate leading stocks like Sugon Information Industry Co., Ltd., iFlytek Co., Ltd., Unisplendour Corporation Limited, Inspur Electronic Information Industry Co., Ltd., China Great Wall, and China National Software & Service Company Limited. Investors optimistic about the direction of technological self-reliance and controllability might focus on these three potential catalysts: 1. High-level calls for "technology to take the lead," with the direction of new quality productive forces expected to break through; 2. The top-level design of Digital China is activating digital productivity and accelerating the process of domestic substitution; 3. Riding the wave of the IT innovation boom, Xinchuang 2.0 is expected to accelerate, promising broad prospects for technological self-reliance and controllability.
The MACD golden cross signal has formed, and these stocks are performing well!
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