There has been a saying in the market:The weight is set up on the stage, and the theme is sung.
At present, it is in the weight of the platform, the index is also back to 2900 points, whether it can recover 3000 points, it depends on whether this wave of the first ** can continue, but in my opinion, the probability of the market will not continue to pull up the limit of PetroChina, Sinopec and other super-large weighted stocks.
Therefore, with the unanimous rise of today's Chinese prefix, after the climax, there is a high probability that it will usher in a period of differentiation.
So after the stage of singing is set up, which type of theme will be the first to play?
Chaoge analysis: With the stabilization of ** and the significant recovery of market index sentiment, TMT multi-sector development is strong**, among which the most certain sector may be the first to usher in**, the focus can be paid attention to——Satellite navigation and computing power sector.
And today I want to talk about the focus - the computing power sector.
Before the emergence of AI large models, AI has played a role as a new productivity tool in various industry scenarios. With the rapid development of AI technology, the computing infrastructure is dominated by general computing power, and is evolving towards the integration of general computing, intelligent computing, and supercomputing, so the market demand for AI computing power and even multiple computing power is becoming more and more intense.
Computing power has also been logically supported by many news in the near future
That. 1. China Telecom will plan to build a 15,000-calorie intelligent computing cluster in Shanghai in the first half of 2024, which will also be the first single-pool 10,000-calorie liquid-cooled computing power cluster in China;
That. The number of data center racks provided by the second and third basic telecommunications companies for the public has reached 970,000, and they are also actively building a large model of "1 general + n dedicated", which has reached the parameter level of 100 billion yuan.
That. 3. This year, Shanghai will promote the construction of important infrastructure such as "intelligent computing power clusters", and it is proposed to expand the support scope of "AI computing power coupons".
Therefore, as the market stabilizes, the direction of computing power will be the most beneficial angle for the theme to perform.
Chaoge has also selected the following high-quality listed companies with the concept of "computing power + Huawei" in Panhou, which is expected to usher in doubling space in the market outlook:
1. Runhe software:The company and Huawei Ascend have jointly released a variety of ecosystem products and solutions, providing underlying software and hardware capability support and enabling innovation for various products and solutions related to the HarmonyOS ecosystem.
2. Color News shares:The company is one of Huawei's first 100 Kunpeng + Ascend ISV partners, and is currently a secure email system partner of Huawei Intelligent Computing.
3. Topway information:The company cooperated with Donghua Software in the construction of the Changsha Artificial Intelligence Innovation Center project, relying on the technical foundation of Kunpeng, Ascend, Hongmeng, and Huawei Cloud to create industry digital solutions.
4. Kunlun Wanwei:The company signed a strategic cooperation agreement with HUAWEI CLOUD to cooperate in the field of HUAWEI CLOUD Ascend cloud computing power to build an exclusive enterprise model and support enterprise-level AI applications.
5, Changshan Beiming:The actual controller of the company is the State-owned Assets Supervision and Administration Commission of Shijiazhuang, and it has the ability to deliver five diamonds in a variety of products such as data communication and IT, and has in-depth cooperation in innovative fields such as Huawei Cloud, Ascend, and Kunpeng.
6, Sichuan University outwitted:The company cooperates with Huawei mainly on Ascend chips, and currently collects, audits, and stores 3D faces in multiple industries, and has collected millions of high-precision 3D face data.
Brother Chao is also in many "computing power + Huawei"."This leading enterprise has been selected from the conceptual layout enterprise, which can be focused on in the short term
The company and Huawei Ascend jointly explore the field of intelligent computing power and jointly build the "intelligent computing power construction and operation" platform, which is Huawei's gold medal leader.
The market value is small, the market price is about 23 yuan, and the main upward trend is more yang and less yin;
From the point of view of technical signal indicators, it is rapidly rising along the five-day line, in the "super falling" area, the main control is strong, and it has a certain premium space, which is expected to be from 23 yuan to 35 yuan!
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