And today I want to focus on 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, computing infrastructure is developing from general computing power to integrated computing, intelligent computing, and supercomputing, and the market demand for AI computing power and even multiple computing power is becoming increasingly strong.
Recently, there is also a lot of logical support on the news side of the computing power sector:
First of all, China Telecom plans to build a 15,000-card intelligent computing cluster in Shanghai in the first half of 2024, which will be the first single-pool 10,000-calorie liquid-cooled computing power cluster in China.
Secondly, the number of data center racks provided by the three basic telecommunications companies has reached 970,000, and at the same time, it has actively built a large model of "1 general + n dedicated", and the general functions have reached the parameter level of 100 billion.
Third, this year, Shanghai will promote the construction of important infrastructure such as "intelligent computing power clusters", and propose to expand the support scope of "AI computing power vouchers".
Therefore, as the market stabilizes, the computing power sector will be one of the most beneficial performance themes.
The craziest big ** of computing power is coming, if you happen to hold these 5 computing core kings in your hands, you must cover them and hold them firmly, they are likely to rise to the point where you doubt your life, and they are even expected to crush 3 times the high salary to develop into a computing power mao, because they are not only the leaders in the computing industry, but also get the name of the village. Who are they?
The author has also selected this leading enterprise among the many "computing power + Huawei" concept layout enterprises, which can be focused on in the short term:
The first: Hengwei Technology Co., Ltd., which has a strategic cooperation agreement with Huawei, will set up a Shenzhen-Hong Kong artificial intelligence computing center in Qianhai, and the second: Yimikang Company, the intelligent engineering project covers the eight computing power hubs of Eastern Data and Western Computing
The third: Hang Yuwei Company, which cooperates with the Hengqin Supercomputing Center to provide computing power support for artificial intelligence processing, the fourth: SDIC Intelligent Company, which has the largest Xiamen Supercomputing Center in the western part of the Taiwan Strait, and the fifth: It is expected to crush 3 times the high salary and develop into a computing spear company, which is not only the leading domestic leader in the integration of intelligent computing and storage, but also deeply bound to Huawei, participating in Huawei's digital and intelligent upgrades, and more importantly, the current stock price is only more than 10 yuan. Recently, it has been newly funded by more than 7 million shares, and it may take off at any time as soon as the tuyere comes.
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