Zhu Wei |Investment Advisors
a0380622090001|Practice number
Oops, the Spring Festival holiday is really a good time for AI technology! Look at the world, hot news one after another, and the AI industry is really hot.
OpenAI, this guy, actually made an AI chip investment plan and released a new SORA product. This amazing product, as long as you say a word, it can generate a minute of HD ** for you, it's really cool!
Not to be outdone, NVIDIA launched the AI local deployment RAG tool Chat with RTX that was shown before, which is a chat artifact!
Google also held back its strength and updated gemini to 1Version 5. Apple even showed a new AI model, MGIE, which can be refined in one sentence, which is simply against the sky!
During the Spring Festival holiday, the AI world is very lively. From AI chips to HBMs, to AI servers, PCBs, optical modules, and optical chips, everyone has worked hard. This is really a feast in the technology circle!
Now, the emergence of ChatGPT has made the market focus on AI again, and it is expected that a new wave of AI will be set off after the holiday. This is not only the progress of science and technology, but also the direction of the future!
In this context, AI chips, HBMs, AI servers, PCBs, optical modules, optical chips and other related industrial chains are all beneficiaries! Domestic manufacturers have also ushered in a good time to rise. Huawei's Ascend industry chain and Huawei's Kunpeng industry chain are the most promising beneficiaries.
Moreover, the optical module and optical chip industry continues to prosper! With the popularization of large AI models, data center traffic upgrades, and customers' requirements for networks are getting higher and higher. As a key bridge for data center networks, optical modules have made the leap from 100G to 800G. This is a great opportunity for the industry!
In addition, AI computing requires sufficient memory bandwidth, which brings fire to the demand for HBM. HBM breaks through the bottleneck of memory capacity and bandwidth by stacking DRAM particles in 3D, and has become an adaptive storage method for computing accelerator cards in mainstream server systems. This can usher in development opportunities for domestic related industrial chain companies!
Finally, the growth rate of AI servers is significantly higher than that of ordinary servers! As large cloud companies begin to invest heavily in the construction of AI-related equipment, the AI server market is booming! At the same time, the AI server architecture is more complex and the performance requirements are higher, and the corresponding PCB value will also be significantly increased. This is good news, PCB, CCL and upstream raw material manufacturers are expected to benefit!
Oops, the AI technology during the Spring Festival holiday is really exciting! Everyone is seizing the opportunity and looking forward to a better future. Let's look forward to it and see how many surprises this AI technology can bring to the world!
Investment Advisory Profile:
Chief Investment Advisor of Vertex Finance, once served as the head of Huajin** Investment Advisor, and a special commentator of CCTV CCTV2-"Trading Time"; Special commentator of Shandong Economic Channel's "Money Tree" and "Malatang"; Special commentator of Yiwu TV "Stock Finance"; Yiwu Business Daily financial column resident guest; Resident guest of the Shanghai Stock Exchange's special investment education activities.
Disclaimer: This article does not constitute personal investment advice. The market is risky, investment needs to be cautious, please make independent judgment and decision-making.
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