Do you know? In the ocean, it is common to see a large fish "cruising" in front of it, followed by a group of small fish, which is quite spectacular when the number is large. The reason for this phenomenon is that some small fish will follow the big fish to feed, eating the leftover detriths or parasitic small animals such as barnacles on the big fish. At the same time, these small fish can also help the big fish clean up the attachments on their bodies, such as the "attachments" between the teeth or on the body, and some even clean the teeth of the big fish. The big fish and the small fish form a symbiotic relationship of mutual benefit.
In the capital market, there is a similar symbiotic relationship between some large enterprises and many small enterprises, just like the big fish in the ocean and its small followers. If you are a fisherman on the sea, you can catch more or less small fish if you follow the trail of big fish. After all, the big fish target is big and easy to spot, but it is not easy to catch it. On the contrary, finding such a more certain target as a big fish and tracking and catching the small fish behind it is a good way to hunt. In the same way, the well-known big themes or big concepts and large companies in the capital market are the easiest to be discovered by investors, but because they are quickly known to the public, the target is too big, and there are many people staring at it. Therefore, we might as well look at the little henchman behind it, which I call the "back to the big tree to enjoy the shade" investment strategy.
Take the current hot artificial intelligence chip leader - NVIDIA as an example
There are many followers under it, and the following is a list of ten representative A-share listed companies:
1. FII (new GPUHPC platform, the company is the exclusive design, production and delivery provider to provide configuration of new server system).
2. Tianfu Communication (the second phase of the optical engine has started, and Nvidia has a high revenue ratio in 23 years).
3. Victory Giant Technology (mainly **Nvidia A100+H100 board, higher unit price).
4. Shanghai Electric Co., Ltd. (Nvidia server PCB core supplier).
5. Longxun shares (the company has in-depth cooperation with NVIDIA and produces PCLE interface for graphics cards).
6. Boke New Materials (with NVIDIA to develop chip inductors).
7. And Lin Weiner (the company's probes are mainly FT probes, and NVIDIA is the core customer).
8. TransInfo Technology (a subsidiary of Uniview Technology and NVIDIA jointly develop servers).
9. Shunwang Technology (an important partner of NVIDIA in the early stage of mainland China, and the two sides have cooperated in domestic intelligent computing scenarios).
10. Hongbo Co., Ltd. (Beijing AI Innovation Empowerment Center is jointly initiated by Hongbo Co., Ltd. and NVIDIA, and InBev Digital Technology, a wholly-owned subsidiary of Hongbo Co., Ltd., is the only designated operating entity.) The intelligent computing center supporting the first phase of the project will provide 100P high-performance computing power for the market, and NVIDIA will provide relevant technical support including but not limited to NLP and AIGC for InBev Digital