No matter how it is interpreted, any wind and grass, Jingu will share it with you as soon as possible
The market trading volume is still small, and the rock is still in a state of rotationEveryone wants to try their own direction, there is no consensus yet.
This kind of rotation **, funds are competing with each other, in general, the rotation is very fast, and it is not appropriate to chase high in the short termEveryone pays attention to their own rhythm.
But Jingu's point of view is clear, a wave of New Year's Eve will be launched at the end of the year, because there is nothing to worry about around 3000, and the general trend has not changedAs long as you grasp the rhythm of daily operation.
Usually, the main line of the market is closely related to the development trend of the industry, and the main line can often last for about 1-2 yearsThe TMT sector is expected to continue to be the main line of the market.
Recently, with the release of Huawei's blockbuster new products and positive feedback from market sales, the popularity of the technology sector represented by Huawei's industrial chain has increased significantly.
So the direction that this issue of Jingu sees is"Huawei computing power".Computing power is one of the few industries that has maintained high prosperity growth in the past 23 years, and the concept of Huawei is interspersed with the concept of computing power in the recurrent appearanceThis direction is suitable for medium to long-term investment.
Therefore, what is the core logic of Jingu's choice of "Huawei computing power" as a direction for industrial chain opportunities?
1. From the perspective of long-term developmentComputing power is a catalyst for industrial digital transformation and economic growthAs the core representative of domestic substitution, Huawei is an important force in China's computing power, and it has a complete computing power chip system.
Huawei has a chip family of five subsystems: storage, computing, transmission, management, and intelligenceIt has achieved comprehensive self-research in the field of computing chips, and has a very high competitive position in the field of chips in China.
3. Under the trend of domestic computing power substitution, the supply of overseas AI chips is limitedThe scarcity of domestic high-end computing chips and computing power servers has also increased, making the comprehensive advantages of the domestic computing power industry chain more prominent, and Huawei's Ascend industry chain is expected to continue to benefit.
Jingu has also tapped these 5 high-quality enterprises of "Huawei computing power" in the market, let's take a look
The first, Shengtian Network
The company has maintained a good cooperative relationship with Huawei in the field of cloud business, and provides multi-dimensional computing power output capabilities through the intelligent dynamic scheduling system and reasonable allocation according to actual operation needs.
The second, Zhongcheng Technology
The company has formed a stable strategic cooperative relationship with well-known domestic enterprises such as Huawei, and is Huawei's leading aggregate partner.
The third, Kunlun Wanwei
During HUAWEI CONNECT 2023, Kunlun signed a strategic cooperation agreement with HUAWEI CLOUD. The two parties will carry out comprehensive and in-depth cooperation in the field of HUAWEI CLOUD Ascend cloud computing power, and are committed to building enterprise-specific models to support the implementation of enterprise-level AI applications.
Fourth, Neta Software
Always focusing on the world's leading intelligent software provider in the field, and continuing to support hundreds of millions of business systems, the company's first-class encoding and transcoding software has obtained Huawei's Kunpeng compatibility certification.
The fifth and most optimistic one
"Huawei Concept + Artificial Intelligence + Digital Economy" is a key high-tech enterprise of the National Torch Program, and the company has established a financial big data and artificial intelligence research institute.
The stock price is about 12 yuan, the total market value is less than 6 billion, the bottom volume breaks through the pressure of the platform, the main funds are favored, the chips are highly concentrated, and the stock price is fully adjusted.
From a technical point of view, the multi-party cannon pattern + two yang + one yin technical pattern appeared, ushering in a strong golden cross on the monthly line, and a new round of main rise ** is about to start.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!