With the arrival of blockbuster benefits, the field of computing power has ushered in a heavyweight - Wu Xiaolong. Recently, the five departments jointly issued the implementation opinions, clearly proposing to accelerate the construction of a national integrated computing network. The introduction of this policy document has undoubtedly injected a strong impetus into the computing industry.
The document pointed out that by the end of 2025, China's computing infrastructure system will take shape, and the country's new computing power will account for more than 60% of the country's new computing power, reaching the national average. In addition, the proportion of green energy in new data centers should exceed 80%, which not only reflects the country's emphasis on environmental protection, but also reflects the requirements for energy efficiency of data centers.
The implementation opinions jointly issued by the five departments can be seen from the large increment. This also indicates that the computing power industry will usher in a broader space for development and more investment opportunities. At the same time, under the acceleration of favorable policies, it is expected that computing power will be favored by more funds in 2024.
In the field of computing power, localization is an inevitable trend, and Huawei, as the core force of localization, has attracted much attention. Judging from the disk, Huawei's computing power sector has been adjusted since mid-November, and it has been almost a month and a half. This may be accumulating strength for the future. With the continuous increase in policies and the continuous inflow of funds, Huawei's computing power sector is expected to become the star sector of the market.
In short, the computing power industry is ushering in unprecedented development opportunities under the promotion of policies. As a leading enterprise in localization, Huawei's investment value in the computing power sector has become more and more prominent. For investors, seizing this historic opportunity may be able to reap huge returns in the future market.
From the perspective of Huawei, let's take a closer look at the five computing giants that are closely connected to Huawei. There are no complicated processes here, only hardcore dry goods. The fifth place is iSoftStone, which has successfully launched the Kunpeng and Ascend all-in-one products, demonstrating its strong technical strength. The fourth place is Topway Information, as a strategic partner of Huawei Kunpeng, Ascend AI and HarmonyOS software and hardware integration, they move forward side by side. In third place is Digital China, which is not only Huawei's global general distributor, but also an important partner of Shengteng. The second-ranked high-tech development has further consolidated its position in the field of computing power by acquiring 70% of the equity of Sichuan Huakun Zhenyu. These giants and Huawei are working hand in hand to write a glorious chapter in the computing industry. The last one is also the one I like the most.
The company has a variety of hot concepts such as computing power, AIGC, artificial intelligence, state-owned cloud, and data center, and has in-depth cooperation with HuaweiIt is a partner of Huawei's Kunpeng YPTP Program;
Beijing's local artificial intelligence leader, with more than 10 years of deep cultivation in the field of computing power and data, has accumulated long-term and stable government and enterprise customers, and has the largest domestic market share;
In the past month, 124 institutions have conducted in-depth research on it and held heavy positions, and the main funds have continued to flow in netly, and the chips are becoming more and more concentrated, and they are about to explode, which is expected to be from 14 yuan to 50 yuan.
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