The rise of computing power leasing highlights the progress of science and technology and the progress of the times. The global demand for computing power has surged, but the shortage is severe due to limited GPU capacity. At the same time, the rapid development of large AI models requires a lot of computing power, which is a huge cost burden for many small and medium-sized enterprises. In this context, "computing power leasing" came into being.
However, the concept of computing power leasing doesn't stop there, it's undergoing a revolution. Affected by the current rush to buy graphics cards, graphics cards** have soared, and an imbalance between supply and demand is inevitable in the short term. However, those companies with a first-mover advantage have amassed a large reserve of computing power, so the value of their computing power has also soared due to its scarcity.
Secondly, the market has begun to seek opportunities for domestic substitution of computing power, and more emerging computing power will join the computing power ecological chain in the future, which will further promote the development of the entire industry. At the same time, many companies will also show their talents in this, and the computing power industry is thriving. Therefore, I believe that this will bring more opportunities and challenges to the industry, and I hope that more people will join this field.
With the help of policies, the computing power leasing market will detonate growth in the future. It is reported that Shenzhen is formulating an action plan for the high-quality development of computing infrastructure, taking computing power as the core development direction. According to the plan, by 2025, the scale of China's artificial intelligence computing power will rank among the top cities in the country. Therefore, with the rapid development of artificial intelligence technology, China's demand for computing power will continue to grow rapidly, and the potential of the "computing power leasing" market will be immeasurable.
The following is also a selection of several "Huawei computing power" concept of the first leader, which is worth paying attention to, especially the last one is expected to become the strongest leader in March, which has been included in the list of key layouts.
1. Runhe Software (300339) Current price: 2803 yuan Total market capitalization: 223200 million
Company Highlights: It has built a software life cycle management capability platform for the financial industry.
Main business: to provide domestic and foreign customers with a new generation of information technology as the core of products, solutions and services.
The company's main products or services are product and solution sales, project delivery, comprehensive services, intelligent IoT, and intelligent chain informatization. The company is the governing unit of the Information Technology Service Branch of the China Electronics Industry Standardization Technology Association, and the national standard-setting unit of information technology services.
2. iSoftStone (301236) Current price: 4438 yuan Total market capitalization: 422900 million
Company Highlights: A leading enterprise in the domestic IT outsourcing market, providing comprehensive software and information technology services for many internationally renowned enterprises.
Main business: digital innovation business services, general technical services, digital operation services.
The company has nearly 100 branches and more than 20 global delivery centers in more than 40 cities around the world, serving more than 1,000 domestic and foreign customers, of which more than 200 customers are Fortune 500 companies in the world or China's top 500. The company has successively won the "Top 100 Enterprises in China's Software Business Revenue" issued by the Ministry of Industry and Information Technology, the "Top 100 Enterprises with Comprehensive Competitiveness in Software and Information Technology Services" issued by the China Electronic Information Industry Federation, the "China's Most Influential Software and Information Service Enterprise" issued by the China Software Industry Association, and the "Globaloutsourcing100listleadersizegroup" issued by the International Association of Outsourcing Professionals (IAOP) and other awards and honors.
3. There is a number of zero points (301169) current price: 615 yuan Total market capitalization: 444.3 billion
Company Highlights: One of the leading data analysis and decision support services in China.
Main business: public affairs data analysis and decision support services and business data analysis and decision support services.
As one of the leading data analysis and decision support service organizations in China, the company is a third-party evaluation agency for the related work of many ministries and commissions, the vice president unit of the China Market Information Research Industry Association (CAMIR), the chairman unit of the third-party evaluation committee of the China Market Information Research Industry Association, the vice president unit of the Market Research Industry Branch (CMRA) of the China Information Association, the initiating member unit of the Social Survey Center of the Counselor's Office, and the "Belt and Road" initiated by the International Liaison Department of the Communist Party of China It is one of the drafting units of the national standard of "Service Requirements for Market, Public Opinion and Social Surveys" (GBT26316-2010).
4. Baoland (688058) current price: 5166 yuan Total market capitalization: 289.3 billion
Company Highlights: A high-tech software enterprise focusing on the R&D and promotion of basic software.
Main business: R&D and sales of infrastructure software and intelligent operation and maintenance software, and provide professional technical services.
The company's main products and services are infrastructure software, intelligent operation and maintenance software, assurance services, upgrade services, system maintenance services, and development services.
5. Changshan Beiming (000158) Current price: 9 yuan Total market capitalization: 143900 million
Company Highlights: A state-owned holding enterprise with dual main business development of textiles and software.
Main business: software and information technology services and textiles.
The company's main products and services are the import and export business of self-produced products and technologies; cotton wholesale and retail, including software development, software services; intelligent installation engineering services, technology import and export; retail of communication equipment, manufacturing of computer application electronic equipment; environmental protection technology development services, environmental protection technology consulting and exchange services, environmental protection technology transfer services; communication system equipment manufacturing; information system integration services, etc.
Finally, I also picked one"Huawei's computing power"The core leading company, with a market share of more than 70% and a 10-fold increase in profits in three years, is expected to become a big demon in the Year of the Dragon, and the optimistic logic is as follows:
As a member of the "Diversified Computing Industry and Standards Promotion Committee", the company's middleware products are applied to the current mainstream computing servers, and have completed compatibility and adaptation with ecological partners such as Haiguang, Kunpeng, and Ascend.
The stock price adjustment is sufficient, the bottom of the stage is multiplied, and the chips are highly concentrated.
From a technical point of view, the daily limit copy + long arrangement, MACD daily and weekly monthly three-line golden cross, the main high control, is expected to double the main rising wave.
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Huawei's computing power