In the AI era, computing power is king!
When we talk about computing power, we can't fail to mention NVIDIA, a leading enterprise known as the king of computing power in the world! The H100 chip developed by NVIDIA is undoubtedly the leader in GPUs required to train large language models. With the surge in global demand for computing power, NVIDIA's GPU chips are in short supply in the global market. Recently, Nvidia released its fourth-quarter earnings report, which once again exceeded market expectations. According to the financial report, fourth-quarter revenue reached $22.1 billion, a year-on-year increase of 265%, far exceeding analysts' expectations of 204$100 million. Net profit reached $12.3 billion, an astonishing 765% year-on-year. NVIDIA's outstanding performance not only demonstrates its leading position in the global computing power market, but also further confirms its outstanding ability in technological innovation and business development.
In just 8 months, Nvidia has achieved a magnificent leap in market value from $1 trillion to $2 trillion, like an astronaut conquering the stars and cutting through the vast universe of commerce. With the release of the four seasons financial report, NVIDIA's ** soared into the sky again like a rocket! Unfortunately, however, sales of Nvidia's products in China have been hampered, as if an invisible barrier was in front of them. This undoubtedly leaves the huge domestic AI computing power market to local elite enterprises. Among these companies, Huawei is undoubtedly a bright star. As the leader of domestic computing power, Huawei's Huakun Zhenyu has attracted much attention. The acquisition of Huakun Zhenyu's high-tech development, the market value has surged nearly 5 times in half a year, showing strong vitality.
However, in the field of Huawei's Ascend AI servers, Huakun Zhenyu is not alone. Another company, with its excellent technical strength and precise market strategy, has continuously won large domestic orders, and its market share has risen rapidly, ranking among the top three in China, posing a serious threat to Huakun Zhenyu's position. Like a butterfly emerging from a cocoon, this company is dancing among the flowers of AI computing power, leading a new chapter in Huawei's AI computing power server.
This company is the Ascend server manufacturer that was independent from HuaweiSuper Fusion!
Here, the author has also compiled a list of several core concept stocks of "Huawei Super Fusion Computing Power Server", can the next "high-tech development" be born? We'll see!
A sharesHuawei Super Fusion Computing Power Server].The list of real hammer ** merchants is combed
Of course, not all of these companies have opportunities in Huawei's super fusion computing power industry chain. Among these companies, I have also selected a dark horse with low potential
The bullish logic is as follows:
1. It is an authentic super-fusion concept stock that integrates market hotspots, and a high-quality target that cannot be bypassed by speculating on super-fusion, which is currently undervalued.
2. Low price + low + low valuation, the stock price is less than 20 yuan, at the bottom of the "** pit", the chips are highly concentrated, and the number of shareholders is only about 30,000.
At present, the stock price is in an upward channel, the main force is obvious, the volume of the washing is obvious, the volume is multiple + the volume, there is a volume, there is a **, the MACD day and the three lines of the month are golden forks, the main force is highly controlled, and it will rise at any time, and a new round of the main line will start soon.
Friends who want to keep up with the rhythm of the layout come to the main page to post [number three six] free sharing
1. Rongke Technology: Rongke Technology and Super Fusion are both member companies of Yuxin Electric Technology, and Rongke Zhiwei Cloud, a wholly-owned subsidiary of Rongke Technology, is a gold distributor of Super Fusion servers.
2. Huasheng Tiancheng: the core partner of super fusion, won three major awards. In addition, the company has established a long-term partnership with Huawei.
3. Huizhou Intelligence: The company holds 22 million partnership shares of Ningbo Lianli Zhaoli Wude Venture Capital (accounting for about 3 of the total scale of Lianli Zhaoli).786%), Lianli Zhaoli** invests in hyper-fusion digital companies.
4. Changyuan Group: The power supply of Huakun Zhenyu Tiangong server, Huawei Taishan server, and Huawei super fusion server are all provided by Shenzhen Ankexun, a subsidiary of Changyuan Group, to supply Huawei's full range of servers.
5. Tianyuan Dike: General distributor of super fusion, Huawei Kunling ** merchant, national general distributor of Huawei ICT products.
6. LUCKY Technology: Super Fusion Supplier.
7. Invic: Super fusion liquid cooling business, every super fusion server has liquid cooling blessings.
8. Tongfei shares: super fusion temperature control provider.
9. Yinxin Technology: the supplier of Huakun Zhenyu and super fusion.
10. Advanced Data Communication: Super fusion is an important partner of the company, and the company sells super fusion products and services. In 2022, superfusion will become the company's second largest businessman.
11. Yakang shares: In 2022, the company's main leading merchants are Inspur, Super Fusion, Dell, Xinhua III, etc.