Due to the stimulation of SORA's revolutionary technological breakthroughs, the state began to vigorously urge state-owned enterprises and central enterprises to accelerate the construction of the artificial intelligence industry, which is undoubtedly a powerful driving force. There are 10 central enterprises that have signed up, and although the list has not yet been announced, this is undoubtedly a positive sign. For technology-based state-owned enterprises and central enterprises, in the short term, it may not be easy to trigger the imagination of the market. However, my personal opinion is that these companies may make a difference in the direction of application, so this new clue deserves our attention.
It cannot be ruled out that the valuation of central enterprises may be raised again, and AI is expected to continue to strengthen under the stimulation of NVIDIA. The lagging development of domestic AI needs to be strengthened by policies, and the AI of central enterprises is the starting point. Now, the time has come, and we expect central enterprises to play a greater role in the field of artificial intelligence and lead the development of the industry. With the country's emphasis on the artificial intelligence industry, central enterprises have begun to accelerate their layout, which provides a strong impetus for the development of artificial intelligence. Under the guidance of SORA's revolutionary technological breakthrough, central enterprises have begun to actively explore in the field of artificial intelligence. This trend has undoubtedly injected new vitality into the AI industry.
For those large technology-based central enterprises that focus on hardware, such as China Electronics, China Electronics Technology, China Science and Technology Department, Ziguang Department, etc., although they may not attract much attention from the market in the short term, these companies may make a difference in the application direction of artificial intelligence. Therefore, we need to pay attention to the dynamics of these companies and look for investment opportunities in them.
The valuation of central enterprises may be boosted by their presence in the field of artificial intelligence. With the continuous development of artificial intelligence technology, the investment and achievements of central enterprises in this field will continue to appear, so as to attract more investors' attention.
The development of artificial intelligence in China needs the support of policies, and central enterprises are an important starting point for policies. By encouraging the innovation and development of central enterprises in the field of artificial intelligence, it can promote the development of the entire industry and enhance the country's scientific and technological strength and competitiveness.
Ideologically, we need to recognize the important position of artificial intelligence in today's society. With the rapid development of science and technology, artificial intelligence has become an important engine to promote economic and social development. It can not only improve production efficiency and reduce production costs, but also bring people a more convenient lifestyle. Therefore, it is an inevitable choice for enterprises to put the development of artificial intelligence in the overall work and plan to adapt to the development of the times.
In addition, the development of domestic computing power is also crucial. With the continuous progress of domestic artificial intelligence technology, policy support for domestic computing power is gradually increasing. This has enabled the rapid development of domestic computing power and provided strong support for the construction of domestic intelligent computing centers. At the same time, as a supporting demand for the development of artificial intelligence, it is also showing a high prosperity trend.
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Among the current benefits, we believe that the fields of computing power optimization, liquid cooling and heat dissipation, and domestic switches will usher in a broader space for development with the acceleration of the construction of intelligent computing centers. These areas will play an important role in future performance growth and provide a strong guarantee for the progress of domestic artificial intelligence technology.
Therefore, with the acceleration of the construction of domestic intelligent computing centers, domestic computing power and related supporting industries will usher in unprecedented development opportunities. We believe that with the continuous innovation and development in these fields, domestic artificial intelligence technology will achieve more outstanding achievements. In 2024, it is inevitable that central enterprises + AI will become the mainstream!
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