Sora was born during the Spring Festival, igniting AI fever again, just like GPT35 of last year; And it's not just OpenAI that launched Sora, Google also launched the epoch-making Gemini15. Direct through millions of traffic.
AI, in simple terms, is hardware + software, as well as computing power, data, large models and various applications, while domestic listed companies at the level of large models, hardware, and software, there are still no enterprises that can directly benchmark against each other. However, this does not prevent the market from being bullish, especially in the context of the current slow macroeconomic recovery. So which tracks and specific targets to choose?
OneFirst of allIt is computing power, which is still in short supply in the short and medium term, and the scarcity of domestic targetsPreferredNvidia relatedConcept**, followed by optical modules, servers, and computing power services related to computing power
1. Nvidia ** chain enterprise
Zhongji InnoLight (optical module).
Tianfu communication (optical module).
Victory Giant Technology (Hash Board).
Boke New Materials (exclusive supplier of inductive soft magnetic powder core).
and Lin Micro-Nano (GPU probe ** business).
Jingyan Technology (Heat Dissipation Quotient).
Bojie shares (GPU board testing company).
Shanghai Electric Co., Ltd. (PCB core business).
Tengjing Technology (optical fiber devices, filters, etc. supplied to Zhongji Innolight).
2. Nvidia partner enterprises
Advanced Data Communication (Elite partner in the field of AI and Compute business).
CLP Port (NVIDIA, AMD Authorized Distributor).
Zhongfutong (a subsidiary of Inboda (70% shareholding) has in-depth cooperation with NVIDIA, including graphics cards, chips, servers, and krvision edge computing platform).
FII (Nvidia cloud servers, shipments continue to maintain the world's No. 1).
Unisplendour (the company's AI server equipped with NVIDIA A800 GPU has entered the batch delivery stage).
Sinnet (the computing power center deployed by the company in Beijing will officially provide services to users from August 2023, including NVIDIA A800 and H800 eight-card module servers, and AMD module servers at the same time).
Hongbo shares (Nvidia computing power rental).
TransInfo Technology (a subsidiary of Uniview Technology and NVIDIA jointly developed servers).
Jin Baize (cooperated with NVIDIA in the in-depth development of GPU computing power).
3. Computing chip enterprises
Haiguang Information, Loongson Zhongke, Jingjiawei, Cambrian, etc.
4. Server assembly and complete machine
Industrial Fortune Federation, High-tech Development, Sugon, Tuowei Information, etc.
, high-throughput storagehbm
Shannon Xinchuang (**chip sales).
Huahai Chengke (new packaging material).
Shengquan Group (new packaging materials).
Deppon Technology (new packaging material).
WITT Couple (New Encapsulation Material).
Second, the large model, but the gap is still showing a gradual expansion trend.
Specifically, Thundersoft can be considered, model compression technology, suitable for terminal large models, AIPC, AI mobile phones; followed by the model of several large platforms, which are not listed in China; iFLYTEK, chairman of the board of directors, previously threatened to benchmark GPT40, surpassing GPT4 this year5. Stay tuned.
3. Application. The Spring Festival is not overSoar's out of the circle, as well as Google's Gemini 15 Pro is the pioneer and founder of the outbreak of AI applications. For domestic enterprises, the most opportunities and the biggest should also be applications, but it is difficult to find explosive models, but short-term expectations can shift from unanimous to divergent. toSOAR is the lead, the short industry, the game industry, and the film and television industry will go further and further on the road of reducing costs and increasing efficiency.
Wondershare Technology Co., Ltd. (**Creative product: Filmora; The "canopy" large model covers multimodal capabilities such as audio, image, and **).
Kunlun Wanwei (self-developed AIGC toolset, statically generated 3D volume; Tiangong model; The game goes to sea)
Danghong Technology (ultra-high-definition ** leader, self-developed AIGC toolset, static **generation of 3D volume**; Deeply cultivating ** codec and AI analysis, the performance dilemma is expected to be reversed).
Blue Cursor (a direct beneficiary of Microsoft's cooperation).
Zhewen Internet (digital marketing, data trading).
Wind Whisper Building (3D Digital Creativity).
Mango Supermedia (** production).
Film and television production: Guangguang Media, Aofei Entertainment, Wanda Film, Hengdian Film and Television, Huace Film and Television, etc.
4. Huawei+ Enterprise。If you want to find benchmarking international giants such as Apple, Microsoft, and Nvidia in China, you have to look at Huawei. and Huawei-related concept stocksexperienced from last yearAfter the high level, related companies have also fallen out of opportunities, including Huawei + AI, communications, mobile phones, information innovation, etc.
In the Year of the Dragon, the first trading day of the lunar calendar has made a good start, and the market sentiment is much better than the solar calendar. We should be glad that we are still alive in this market, and if we live, we will have tomorrow. Standing yesterday, did you think of tomorrow today?