One article combing! The core companies of each subdivision of the A-share "Huawei Computing Power Chain" are to be collected!
Computing power is the cornerstone of AI development!
Without computing power, the development of AI is impossible! In the track of computing power, NVIDIA is undoubtedly the global leader in computing power. But helplessly, the GPU chips necessary for the development of computing power are stuck in the neck of Lao Mei, and NVIDIA's computing power chips cannot be exported to China.
In addition to NVIDIA, companies such as AMD and Intel are also severely restricted.
In the context of the intensification of scientific and technological competition between China and the United States, if China wants to not be left behind by European and American countries in the field of AI, it must vigorously develop the domestic computing power industry chain.
When it comes to the core leader of domestic computing power, it must be:Huawei!
Previously, Nvidia listed Huawei as the biggest competitor in many fields, including AI chips! The foil of peers is enough to demonstrate Huawei's strength in the field of computing power.
In fact, Huawei's computing power has become the first choice for the construction of computing infrastructure in China. The performance of Huawei's Ascend B910 chip is already comparable to NVIDIA's A100 chip. Some institutions estimate that in 2024, Huawei's Ascend 910B chip shipments will be more than 400,000 pieces, and the single card will be about 70,000 yuan.
NVIDIA's withdrawal from the domestic market has also given domestic computing power a huge opportunity.
Huawei's computing power has become the second level of global computing power!
The core companies of each subdivision of the A-share "Huawei Computing Power Chain" are waiting to explode!
Here, Big Brother also sorted out the core companies of the A-share "Huawei Computing Power Chain" in various subdivisions, among which the most optimistic one is the first leader in "Huawei Computing Power", which is expected to range from 6 yuan to 85 yuan.
Huawei Switches:
Feiling Kesi: a leading enterprise-level network equipment manufacturing service provider in China.
Gongjin Co., Ltd.: China's leading broadband communication terminal business, Huawei's leading business.
Huawei Computing Server:
High-tech development: It plans to purchase 70% of the equity of Huakun Zhenyu, and Huawei has the largest number of computing power server shipments.
Topway Information: Xiangjiang Kunpeng, a subsidiary, has the authorization of Huawei Shengteng's complete machine partner.
Digital China: It has a "Kunpeng + Ascend" AI inference server with "Kunpeng + Ascend" as the core.
In addition to the above 3, there is also an unlisted company: Super Fusion!
For a list of related concept stocks, you can see my previous article: ".Huawei's real leader in computing power, its market share is comparable to "Huakun Zhenyu", and the A-share "super fusion" concept list!
Huawei Algorithm Chain (HarmonyOS):
Runhe Software: Huawei HarmonyOS Smart Connect Partner and Huawei OpenHarmony Enablement Partner.
iSoftStone: The company is deeply involved in the construction of the HarmonyOS ecosystem.
Huawei computing power O&M:
Hengwei Technology: Huawei's cooperation with Huawei has outstanding technical strength in intelligent computing and visual O&M.
Huawei Optical Transceiver CPO:
Accelink: A leading domestic optical module company, Huawei's leading business.
Huagong Technology: Huawei partner, ** optical module.
Huawei Temperature-Controlled Liquid Cooling:
Shenling Environment: The company is the main supplier of precision air conditioning in Huawei's computer room.
Feirongda: China's leading provider of electromagnetic shielding and thermal conductivity solutions.
Tongfei Co., Ltd.: a major manufacturer in the field of domestic CNC equipment refrigeration.
CPO Upstream:
Dongtian Micro: The only mass production supplier of DW-DM100G filter.
Optical chip (CPO core component):
Yuanjie Technology: A scarce domestic optical chip manufacturer.
Optical library technology: the world's only three, the only lithium niobate modulator enterprise in China.
Shijia Photonics: A leading optical communication chip manufacturer in China.
Yongding shares: It has realized the layout of the whole industrial chain from optical chips to optical devices to optical modules to system integration.
Huaxi Co., Ltd.: The holding company Source 56G EML optical chip technology is the first in China.
MPO (CPO Core Components):
Optical library technology: the world's only three, the only lithium niobate modulator enterprise in China.
CPO heat dissipation core components:
Fuxin Technology: A leading enterprise in the whole industry chain of semiconductor thermoelectric power in China.
Computing power PCB board:
Shanghai Electric Co., Ltd.: a leading enterprise in automotive and communication PCB.
Victory Giant Technology: A leading PCB enterprise for computers.
The most optimistic one, the first leader of A-share "Huawei computing power"!
The company is a partner of Huawei, has intelligent computing servers that can be used for computing power leasing, and cooperates with Huawei to build and operate multiple intelligent computing centers.
The company's stock price has fallen over-falling, retraced more than 50% from the high, and is at the bottom of the "** pit", with excellent performance, high growth in the annual report, and small and beautiful low prices.
From a technical point of view, the bottom of the stock price reversed, and the continuous breakthrough of multiple important **, MACD daily and weekly monthly three-line golden cross, is expected to be from 6 yuan to 85 yuan.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!
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