On May 15th, institutional investors were active in the stock market, with 24 stocks seeing net purchases and 25 experiencing net sales. The top net purchase was Changyingtong, with an inflow of 450 million yuan, while Shijia Technology saw the largest net outflow of 361 million yuan. Separately, Jerry股份 announced it has signed four contracts with U.S. clients for gas turbine generator sets since 2026, totaling over $900 million, citing the growing demand from data centers due to AI development as a key market driver. AI
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IMPACT Data center growth, driven by AI, is increasing demand for power generation equipment, impacting energy infrastructure companies.
RANK_REASON The cluster reports on significant institutional trading activity and a major contract win for a company supplying equipment to data centers. [lever_c_demoted from significant: ic=1 ai=0.4]