The ripple effects of Nvidia reclaiming its position as the world’s most valuable company fueled strong gains across A-share computing power and hardware stocks on Wednesday. Key players like Zhongji Xuchuang (up over 6%) and Helin MicroNan (up over 7%) led the charge, with Jingwang Electronics and McGmitt also posting significant gains. This rally mirrors Nvidia’s 3% surge to $141.22 in U.S. trading on June 3, which pushed its market capitalization back to the global top spot.
The outperformance of NVIDIA-concept stocks highlights growing investor confidence in AI infrastructure plays. As the undisputed leader in AI chips, Nvidia’s resurgence has validated market enthusiasm for computing power-related investments. The synchronized rallies across U.S. and Chinese markets suggest global tech investors are doubling down on AI hardware as a cornerstone of the ongoing digital transformation wave.
Nvidia’s return to the top spot has reignited interest in the entire AI value chain, particularly benefiting Chinese suppliers and manufacturers with exposure to computing power infrastructure. The strong showing of A-share AI hardware stocks demonstrates how global tech leadership changes can create immediate spillover effects in regional markets. This trend may continue as investors increasingly view computing power as the “new oil” of the AI era, with both U.S. and Chinese companies positioned to benefit from the sector’s expansion.
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