Per AI Express, China Galaxy released a research report on January 01, saying: Give computer recommendation (maintenance) rating.
Investment suggestions: We believe that the implementation opinions are planned from the top-level design of computing power, the quantitative indicators are clear and clear, the relevant industrial chain is expected to continue to benefit, and the industrial investment is more certain, and it is recommended to pay attention to the relevant targets: 1) Server manufacturers: Inspur Information, Sugon, Unisplendour, Industrial Fortune Union, etc.;(2) Operators: China Mobile, China Unicom, China Telecom;3) Huawei's Ascend industry chain: iSoftStone, Digital China, Topway Information, and Sichuan Changhong4) Liquid cooling solutions: Dawning Digital Innovation, Invic, Shenling Shares, Gaolan Shares, Jialitu;5) Energy Internet: National Energy Rixin, LongShine Technology, State Grid Information and Communication.
Risk warning: the risk that the progress of technology research and development is less than expected;**Chain Risk;The risk that the policy will not advance as expected;Consumer demand falls short of expected risk;Risks of intensifying competition in the industry.
Every headline (nbdtoutiao) - a city singing, the box office hundreds of millions!Performers are gathering to seize the "walking GDP" in 2024
Reporter Zhang Xiwei).
Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Do so at your own risk.
National Business Daily.