Artificial intelligence continues to be good. On February 22, the AI concept stocks of central enterprises were fermented across the board. As of **, the concept of state-owned assets cloud led the rise, and Tongniu Information, Zhonggong Hi-Tech, Meiliyun, etc. Computing power concept stocks** went up, Zhongke Jincai, Zhuo Lang Technology daily limit; Multimodal concept stocks continue to be active, Weihaide has 5 consecutive 20cm daily limits, and Guomai Culture has daily limits; Liquid-cooled concept stocks opened higher, and Tongxing Technology and Yimikang 20cm rose to the limit.
On the news side, on February 19, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI empowering industry renewal" and enterprise artificial intelligence. The meeting emphasized that it is necessary to promote the best enterprises to achieve better development and play a greater role in the field of artificial intelligence. The meeting made it clear that enterprises should put the development of artificial intelligence in the overall work and make overall plans, further promote industrial renewal, accelerate the layout and development of the artificial intelligence industry, concentrate the main resources on the most needed and advantageous areas, accelerate the construction of a number of intelligent computing centers, and carry out AI+ special actions.
It is worth noting that this is the second time that the SASAC has mentioned the AI field this year. In January 2024, the press conference of the ** Information Office revealed that the SASAC will next promote a number of major projects, select "100 projects" of strategic emerging industries, build a number of strategic emerging industrial clusters, and implement special actions such as artificial intelligence AI+. At the lecture hall of "Smart State-owned Assets and Digital Central Enterprises" held in August last year, the State-owned Assets Supervision and Administration Commission also mentioned that it is necessary to promote the deep integration of the Internet, big data, artificial intelligence and the real economy, so as to better empower the high-quality development of state-owned central enterprises.
At present, the three major operators have taken action as representatives. Among them, China Telecom will bid for large-scale AI server projects in 2023; China Mobile has promoted the bidding for a new intelligent computing center (trial network) from 2023 to 2024, and has deployed corresponding intelligent computing servers in recent years, and is planning to build the largest intelligent computing center in Asia. China Telecom has planned to build an intelligent computing cluster center in Shanghai, with a new domestic computing power of 10,000 cards in a single pool.
The SASAC artificial intelligence special promotion meeting is expected to further enhance the prosperity and certainty of AI computing power, and compared with the commercial market, on the one hand, based on strategic and data security considerations, on the other hand, the security of the first chain is also an important factor, under the situation of export control of high-end AI chips in the United States to China, central state-owned enterprises or priority procurement of domestic AI computing power, accelerate the increase of domestic AI computing power share. Yu Gengzong, a senior analyst of the computer industry in the Yangtze River, believes that it is expected that there will be more domestic computing power support policies and the construction of the first intelligent computing center, focusing on recommending the domestic computing industry chain and the leading AI manufacturers of central state-owned enterprises.
Xia Qingying, chief analyst of Wanlian **TMT, pointed out that the artificial intelligence symposium clarified the important position and leading role of state-owned central enterprises in the development of China's AI industry. "The advantages of state-owned central enterprises such as large demand, complete industrial support, and multiple application scenarios will help the development of China's AI industry. It is recommended to pay attention to the investment opportunities brought by the construction of intelligent computing centers, computing power scheduling, liquid-cooled cluster construction, intelligent applications in key industries, and the construction of multi-modal high-quality datasets. ”
After the year, A-shares will be launched, and AI computing power is quite sought after by funds. The reason behind this is the continuous stimulation of the artificial intelligence industry, among which, OpenAI released the Wensheng **AI large model SORA, which means that AI has taken a major step forward in understanding and interacting with real-world scenarios, which can be called a milestone in the AI industry. Since the amount of data required for training is much larger than that required for text training, it is expected that the SORA large model will further widen the global computing power gap. In this context, A-share CPO, optical modules, liquid-cooled servers, Huawei Ascend and other sub-sectors have recently strengthened.
Reporter Liu Yang.