▍Event: The State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI Empowerment and Industrial Renewal" to promote enterprises to achieve better development and play a greater role in the field of artificial intelligence.
The construction process of the intelligent computing center is expected to be further accelerated, and supporting computing power optimization and liquid cooling applications may be the first to benefit.
The promotion meeting clearly pointed out that the central enterprises should put the development of artificial intelligence in the overall work of the overall planning, and emphasized that in the process of promoting industrial renewal need to grasp the core process, the meeting on the one hand clarified the importance of artificial intelligence, on the other hand, once again emphasized several core trends and implementation rhythms in the development process of domestic computing power:
1) Consolidate the foundation and accelerate the construction of the intelligent computing centerThe meeting pointed out that the intelligent computing center is the basic foundation for the development of artificial intelligence, and central enterprises need to concentrate their main resources on the most needed and advantageous areas to accelerate the construction of a number of intelligent computing centers;
2) The whole chain development, software and hardware resonanceThe meeting emphasized that the implementation of artificial intelligence development needs to collect multi-modal high-quality data sets in the industry, create a large model from infrastructure, algorithm tools, intelligent platforms to solutions to empower the industrial ecology, and actively deploy and develop from the two major directions of software and hardware.
3) Deepen collaboration across central enterprisesThe meeting emphasized the need to better play the role of cross-central enterprise collaborative innovation platform, promote artificial intelligence on the basis of deepening open cooperation, strengthen demand traction, accelerate the empowerment of key industries, and accelerate the construction of a data-driven, human-machine collaboration, cross-border integration, co-creation and sharing of intelligent economic forms;
4) Accelerate the implementation of artificial intelligence in central enterprisesAt the meeting, 10 central enterprises signed a proposal to take the initiative to open up artificial intelligence application scenarios to the society.
The development of domestic computing power is accelerating, and the supporting "water sellers" are the first to benefit.
With the continuous policy support for the development of domestic artificial intelligence, the gradual acceleration of domestic computing power, and the subsequent increase in the demand for supporting "water sellers", we believe that the current relatively clear benefits include computing power optimization, liquid cooling and heat dissipation, domestic switches and other fields, which are expected to accelerate the construction of domestic intelligent computing centers and further expand the future performance growth space.
Investment Strategies & Recommendations:
From "Eastern Data and Western Computing" to "National Integrated Computing Network" to "** Enterprise Artificial Intelligence Special Promotion Conference", it has been verified that the importance and status of computing resources have been continuously improved in the development and have become an important part of infrastructure; To build an intelligent computing power center, it is necessary to take the strength of the national team as the core, supplemented by strong energy consumption control capabilities, cost reduction and efficiency improvement capabilities, and network visualization capabilities.
It is recommended to pay attention to: [Computing power industry chain] Hengwei Technology, Sugon, high-tech development, etc.; [Liquid cooling] Invic, Shenling Environment, Gaolan shares, etc.; 【Switches】Feiling Kesi, Unisplendour, Ruijie Network, ZTE, Gongjin Co., Ltd., etc.
Risk Warning:
The market is risky, and investors need to be cautious. Shanghai Huizheng Financial Consultant is an investment consulting company approved by the China Securities Regulatory Commission, with a unified credit code of 91310107MA1G0KQW5N. This article is for investor education purposes only and does not constitute any investment advice, and investors act accordingly at their own risk. The information referred to in this article is accurate and reliable, but does not make any guarantee for its accuracy, completeness and timeliness, and does not assume any responsibility for all losses caused by investors' investment based on it.