Computing Power Drives the Tide, Pursuing Dreams Far; Lobsters Build Shields to Protect Business Security

The A-share market has experienced a broad rally, with the three major core indices all closing in the green, and the market sentiment strongly recovering. By the close, the Shanghai Composite Index rose 0.65%, the Shenzhen Component Index increased 2.04%, the ChiNext Index surged 3.04%, and the CSI 50 Index advanced 1.94%, with multiple indices moving upward together. The combined trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.4168 trillion yuan, slightly down in volume but with high market bullishness. Over 4,500 stocks are in the green, and capital inflow has increased, creating an active trading atmosphere. The technology growth sector has become the main focus of the market.

Industry sectors show clear differentiation. The AI hardware industry chain has collectively exploded, with high-growth segments such as CPO optical modules, liquid-cooled servers, and PCB industry chains leading the gains. Semiconductor chips are also rising in tandem, indicating a clear trend of capital flowing into the tech sector. Meanwhile, traditional cyclical sectors like oil and gas, coal, and steel are adjusting against the trend, with capital rotating into high-growth technology sectors. Recently, positive news in the tech field has been coming in rapidly. The “Lobster” concept by OpenClaw has gained widespread attention, with giants like Google and Tencent competing to deploy related projects. Supporting policies are being rolled out in many regions, further boosting sector interest.

The standard version of “Lobster” devices has security vulnerabilities and data leakage risks, which have directly driven massive enterprise-level security demands. Next week, NVIDIA’s GTC conference will unveil a dedicated “Lobster” new product, integrated with robust enterprise security systems to address industry pain points. Coupled with favorable policies such as 6G inclusion in national future industry plans and accelerated local industry development, the technology growth sector remains firmly established. Computing power and AI security sectors are expected to be the key focus areas moving forward, highlighting their overall investment value.