Oracle's stock price soars, A-share cloud computing companies attract attention

A landmark event has once again occurred in the AI field. Tech giant Oracle surged nearly 36%, reaching an all-time high in stock price. In today's morning session, the A-share market saw AI hardware leading the gains, with themes such as CPO concepts, PCB concepts, and copper cable high-speed connections among the top performers. As a global leader in enterprise IT software, Oracle's cloud business has demonstrated tremendous growth potential, attracting attention to cloud computing companies in the A-share market. There are over 200 cloud computing concept stocks in the A-share market, among which China Mobile, Hikvision, Foxconn Industrial Internet, and iFlytek have more than 20 institutional ratings each. Focus Technology, Zhongtian Technology, Unisplendour, and Yuxin Technology have more than 10 institutional ratings each. According to consensus forecasts from institutions, 34 concept stocks are expected to see a net profit growth rate exceeding 50% next year, with massive data, China Great Wall, and Zhongke Jin Cai expected to double in growth. In terms of net buying of leveraged funds, stocks such as Aofei Data, Zhaolong Interconnect, and China Great Wall have seen net financing purchases exceeding 10 million yuan since September