Computing power leasing A-share Hongjing Technology has quadrupled this year. I didn't buy Xiechuang Data when it plummeted due to a black swan event a few days ago. Hong Kong stock Xunce Technology has increased tenfold this year. US stocks $Coreweave(CRWV.US)$Nebius(NBIS.US)$IREN(IREN.US) have risen a lot recently, but there's still potential if we consider the future increasing demand for tokens.

US Stock Trio ↔ Domestic Counterparts (Xunce / Hongjing)

1. Core Counterpart Relationships

- CoreWeave (CRWV)

Logic: NVIDIA-bound, GPU computing power leasing, major clients OpenAI/Microsoft

Domestic counterpart: Hongjing Technology (computing power leasing, heavy-asset GPU cloud)

- Nebius (NBIS)

Logic: AI-dedicated cloud, full-stack computing infrastructure, large model service provider

Domestic counterpart: Xunce Technology (AI data infrastructure, real-time data engine)

- Iris Energy (IREN)

Logic: Green power + low-cost computing, transitioning to AI cloud

Domestic counterpart: Xunce + Hongjing combined logic (low-cost computing + data infrastructure)

2. One-Sentence Positioning

- CRWV: King of AI Computing Power

- NBIS: Europe's New AI Cloud Powerhouse

- IREN: Green, Low-Cost Computing Power

- Hongjing Technology: A-share pure-play computing power leasing high-beta stock

- Xunce Technology: Hong Kong stock core AI data infrastructure counterpart

3. Identical Rally Logic

1. Overseas CRWV / NBIS / IREN have surged consecutively.

2. Capital consensus: AI computing power & data infrastructure is the strongest theme this cycle.

3. Domestic market seeks the most similar, purest, highest-beta plays:

- Heavy-asset computing → Hongjing Technology

- Data infrastructure / AI foundational services → Xunce Technology

4. Ultra-Simple Summary

- NBIS + CoreWeave + IREN = Overseas AI Infrastructure Trio

- Xunce Technology = Data infrastructure counterpart

- Hongjing Technology = Computing power leasing counterpart

This wave is a global AI infrastructure rally with internal and external resonance, hence the crazy surge on both sides.

$GloryView(301396.SZ)

$XUNCE(03317.HK)

$Sharetronic Data(300857.SZ)

https://xueqiu.com/8031840682/384165364

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