The only A-share company! News The two-pronged policy has given birth to the first leader in "computing power".
3000 points! 7 consecutive suns at the momentThe market has changed from one extreme to another, even if there is a slight resistance, but the index can still continue to rise unimpeded.
And the reason why the index has been able to rise so much in the past few days, there is no doubt that the weight is strong, and with the rapid establishment of confidence, we are now all in a hurry to get a piece of the pie, and the more this is the case, the more difficult it is for the market to fall.
At present, Muyun is optimistic about the direction of the upstream industry chain of artificial intelligence - computing power!
On the news side: Recently, the high-level artificial intelligence promotion meeting was held, with the theme of "AI empowerment, industrial renewal", so as to carry out AI+ special actions.
It was also mentioned that it is necessary to put the development of artificial intelligence in the overall work and make overall plans, and accelerate the layout and development of the intelligent industry.
It is expected to further increase the performance space with the acceleration of the construction of domestic intelligent computing centers.
Logically speaking, the general direction of computing power should continue for a long time, but there will still be strong fluctuations in the stock price.
With the release of the SORA large model, the computing power gap will be further widened
The industry also believes that SORA will rapidly promote the commercialization of the application side, drive the scale of the industry, and then transmit it to the upstream computing infrastructure, and the demand for computing power will explode again.
With the blessing of the above logic, Muyun has tapped 5 potential leaders in "computing power", especially the last one, which is expected to open the main wave of the market!
1. Capital**
As an Internet data center service provider covering the world, the company mainly focuses on GPU computing power-based business scenarios, including deep learning, AI computing, and supercomputing-based computing power business.
2. Special information
The company's related product provision, investment, construction and operation of data centers can be used for industrial chain projects related to Eastern Data and Western Computing.
3. High-tech development
The company's main business is the construction industry and power semiconductor business. The company's main products are building construction, smart city construction, operation and related services, and related businesses.
4. Zhongbei communication
The company is a high-tech enterprise engaged in communication network technology services, and its business is mainly engaged in communication network construction; It has a 3000p computing power center.
5. Muyun is the most optimistic computing power leader!
Clause.
1. The company is a leader in the field of computing power and a multi-class video integrated solution provider with first-class qualification for information system integration; And has a deep cooperative relationship with NVIDIA.
Clause.
Second, the company is at a low price, low position, small and beautiful, with a total market value of less than 5 billion, a breakthrough at the bottom, a capital favor, and nearly 1.5 billion at the bottom.
Clause.
3. From a technical point of view, the daily limit has broken through a number of long-term sideways**, and the MACD daily and weekly monthly three lines are about to usher in a golden cross and are in the bulls.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##