On March 5, the three major indexes were differentiated, the Shanghai Composite Index was strong, and 59 shares in the whole market rose to the limit. Among the top three ** on the popularity list, the high-tech development of "computing power concept stocks" ranked first, the "3D camera concept stocks" OFILM ranked second, and the "robot concept stocks" Dongfang Precision ranked third.
High-tech development: In terms of news, recently, the National Data Bureau, together with the National Development and Reform Commission and the Ministry of Industry and Information Technology, focused on giving full play to the network transmission efficiency of "Eastern Data and Western Computing", further improving the cost-effectiveness of enterprise network transmission, listening to the opinions and suggestions of national hub node enterprises, data transmission demand enterprises, and telecom operators, etc., and studying the establishment of a public transmission channel dedicated to national hub nodes, so as to effectively improve the network transmission efficiency of "Eastern Data and Western Computing". According to public information, high-tech development involves the "concept of computing power". On October 18, 2023, High-tech Development announced that it plans to purchase 70% of the equity of Sichuan Huakun Zhenyu, an enterprise in the computing industry, providing computing, storage and other products and services based on data centers and artificial intelligence processors. Benefiting from the popularity of the computing power sector, the recent trend of high-tech development has been strong, rising by more than 148% in the past 13 trading days. OFILM:
According to ** news, a digital blogger revealed: Recently, Huawei P70 has increased the order by 50%, and it is required to stock up Haowei CMOS image sensors. Since the beginning of this year, OmniVision CMOS image sensors have been in short supply, and all production lines are full, 24 hours a day. Huawei is actively promoting the localization of the mobile phone terminal industry chain. It is understood that Huawei is actively promoting the localization of the mobile phone terminal industry chain. In addition to the use of Haowei sensors by Huawei, domestic listed companies such as OFILM and Huichuangda also have long-term cooperation with Huawei in the field of smart phones. OFILM's camera module has entered the Mate 60 series of Huawei mobile phones and accounts for the vast majority of the share. Oriental Precision:
Based on years of long-term cooperation and in-depth consensus in the field of intelligent applications, NVIDIA, the global leader in artificial intelligence, highly recognized the generative AI launched by Jiateng, and carried out a multi-scene and multi-modal display of the application at the CES exhibition in the United States, where intelligent innovation projects gathered. Dongfang Precision currently directly holds 198366% of the shares, making it its second largest shareholder. With the dual blessing of the "robot concept" and the "NVIDIA concept", Dongfang Precision's share price has recently continued to rise, and the current price is 7 boards in 8 days, up 7605%。(Article**: Oriental Wealth Research Center).