In 2023, the A-share technology sector will focus on the formation of a hype cycle around AI, and next year will still be the era of artificial intelligence. In this era, artificial intelligence technology will be more widely used and will become the core force to promote the development of the technology industry. In particular, computing power and data elements are the key directions that have been repeatedly mentioned in recent policies
So in 2024, the development of the technology industry will inevitably be more impressive. Among them, the development and promotion of artificial intelligence will be one of the main trends. With the continuous advancement of AI technology and the continuous expansion of application scenarios, we will see more AI technologies being applied in various fields, including healthcare, finance, transportation, security, and more.
Among them, computing power and domestic substitution will be the two most prominent aspects. Entering the first trading day of December, the artificial intelligence sector has risen sharply, which is an obvious signal, and the future computing power and data elements will also follow in December!
Therefore, we ordinary investors can continue to pay attention to companies and industries related to computing power, in addition, data elements and chips will also become the key direction of China's scientific and technological development in the future. Data is the cornerstone of AI technology, and chips are the core of computing power. In these two areas, there is huge market space and opportunities in China. In the future development, related enterprises and industrial chains will receive more support and encouragement to promote technological innovation and development in these two fields.
I also spent a day on the weekend sorting out some potential stocks of the related industry chain that I am optimistic about, which are worth collecting and studying for the old iron!
1.High-tech development
The company intends to purchase a total of 70% of the equity of Huakun Zhenyu, a computing power industry enterprise, by issuing shares and paying cash. The company plans to purchase 30% of the equity of Huakun Zhenyu held by CDHTI Electronics Group, 25% of the equity of Huakun Zhenyu held by Gongqingcheng Huakun, and 15% of the equity of Huakun Zhenyu held by Pingtan Yunchen.
2.Hengwei Technology
The company signed a strategic cooperation agreement with Huawei and Shenzhen Qianhai Authority to set up a Shenzhen-Hong Kong artificial intelligence computing center in Qianhai. This strategic cooperation agreement does not involve a specific amount, and the company has not yet signed a specific contract, and the impact on operating results is uncertain.
3.Langke Technology
The company is an enterprise specializing in the research and development, production, sales and patent operation of flash memory applications and mobile storage products and related technologies.
4.E-Hualu
Since 2017, the company has deployed data lakes across the country to promote the aggregation, governance, and hierarchical and classified storage of regional and local state-owned data. The company's data banking business is positioned as a value-based, asset-based, and market-oriented platform for data elements, realizing the connection between supply and demand of government data, and creating a digital economic infrastructure that empowers the integration and innovation of data elements.
5.Zhongke Information
The company uses big data analysis and comparison and BI intelligent analysis technology to effectively support the trend research and judgment and trend analysis of the regional economic development situation of the local party committee, and provide assistance for the high-quality development of the regional economyInnovatively launched the "Zhongke Information Industry Economic Think Tank" to provide professional data analysis, decision-making support and information services for different users in economic management, research or business activitiesIn addition, through the "public welfare version" of the platform, data elements are highly aggregated, and the circulation and utilization of data elements in different fields such as "politics, science, industry, research and application" are promoted, and the value transformation of "data + technology + economy" is promoted.
6.BIWIN Storage
The company is mainly engaged in the application research and development, packaging and testing, production and sales of semiconductor memory storage media. The main products and services include embedded storage, consumer-grade storage, industrial-grade storage and advanced packaging and testing services.
7.Nanxing shares
The only network of subsidiaries has established and operated data center nodes, which have covered 36 cities in 18 provinces in China and some overseas regions, and continue to plan and improve the layout of data center nodes, while continuing to promote cloud computing applications, cloud-network-edge integration and information security capacity building, so as to meet the growing demand for data computing and interaction in the future.
Disclaimer: The above information is for reference only and does not constitute decision-making advice
Many people do not have the Xi of "liking" and "watching" now, and slowly the system will think that you don't like my article, and may not push it