Guan Shipeng |Investment Advisors.
a0380621040001|Practice number
As the demand for AI computing power continues to be released, Huawei, as the backbone of domestic computing power, is expected to deeply participate in the construction of general and intelligent computing power in China, and the "Kunpeng + Ascend" industry chain is expected to benefit deeply.
The upstream of China's computing network industry chain is software, hardware and equipment; The midstream is computing power networks and platforms, including AI computing, edge computing, IDC services, network equipment, network platforms, computing security, etc.; Downstream applications are used in the Internet, service industry, telecommunications industry, financial industry, manufacturing, education and other fields.
Computing power has become an important means for countries to seize the leading position in development, and major countries and regions around the world have accelerated the process of strategic layout. China's rapid demand for computing power, including supercomputing, intelligent computing, general computing power and edge computing power, has promoted the development of computing infrastructure. With the rapid development of artificial intelligence, the demand for computing power has increased significantly.
According to the Dongguan** research report, Huawei continues to promote the "Kunpeng + Ascend" computing power strategy. To accelerate the rollout of the Kunpeng + Ascend computing ecosystem, Huawei has proposed an open hardware and open source software. With the joint promotion of Huawei and partners, the "Kunpeng + Ascend" computing strategy has gradually achieved results, gradually penetrating from single-point and single-industry applications to full-scenario and multi-industry applications, and achieving large-scale application implementation in key industries such as China, finance, telecommunications, transportation, and education. As the demand for computing power continues to increase, Huawei is expected to benefit deeply.
With the wide application of cloud computing, big data and other technologies to all walks of life, as well as the rise of artificial intelligence large models since the beginning of this year, the global demand for general computing power and AI computing power has been increasing. As the demand for computing power continues to be released, Huawei, as the backbone of domestic computing power, is expected to deeply participate in the construction of general and intelligent computing power in China, and the "Kunpeng + Ascend" industry chain is expected to benefit deeply.
Technical: Huawei's Ascend Concept Index has continued to bottom out and rebound recently, with a sharp rise on Friday, and the current MACD indicator bullish pattern is good, and the market is expected to continue its rally.
Guan Shipeng (certificate number A0380621040001) Introduction:
He has served as a special guest of Zhejiang Economic Radio's "Fortune Evening Peak", "Finance at 8 o'clock in the morning" and "Venture Capital Heroes" columns for a long time, and has a keen perception of the mainstream direction of the market.
【Disclaimer】The content and views in this article are for reference only and do not constitute any investment advice. **There are risks, and you need to be cautious when entering the market.
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