The core leader of computing power has won 5.8 billion Huawei orders, and the stock price is expec

Mondo Finance Updated on 2024-03-06

Under the warm spring sun, the heroes gathered, and we gathered here to participate in the grand event, **A concept full of unlimited potential - "computing power".

Recently, the three major departments have gone hand in hand, focusing on the leap in network transmission efficiency of "Eastern Data and Western Computing", injecting new vitality into the high-quality development of the digital economy. This strategic layout indicates that the three major operators will open a new chapter in technological upgrading in the field of provincial metro optical transmission network and computing power network.

At this new historical starting point, the continuous increase of high-quality links and the increasing scale of capacity expansion will provide solid hardware support for AI application innovation.

The long-term demand for core computing infrastructure such as servers, switches, and optical modules will continue to grow, becoming a solid cornerstone for the take-off of the digital economy.

The spring breeze of favorable policies continues to blow, injecting strong confidence into the market.

Computing power, the majestic cornerstone of the contemporary digital economy, plays a particularly critical role in the magnificent era of artificial intelligence.

Computing power is the lifeblood of artificial intelligence, and its robustness is directly related to the pace of AI growth. In this context, the pilot project of state-owned AI not only leads the technological revolution of data centers, but also plays a decisive role in the journey of domestic substitution of AI.

From the careful observation of the industrial chain, we can find that the development of computing power is inseparable from the mutual support of the two core sectors.

On the one hand, the optical communication-related companies in the A** field have emerged like bright stars, and their outstanding achievements in the field of optical communication have frequently aroused enthusiastic responses from the market, and the good results of the batch price limit indicate their brilliant future.

On the other hand, the field of AI computing chips is also star-studded, although the world's leading chip giants such as Nvidia and AMD are still proud, but domestic companies are like rising stars, with unremitting technology research and development and innovative spirit, and strive to seek breakthroughs in this field.

Looking forward to the future, the deep integration of computing power and artificial intelligence will be like magical magic, opening a door to a new world for industrial development, showing amazing infinite possibilities.

The in-depth implementation of the strategy of "Eastern Data and Western Computing" will connect all links in the upstream and downstream of the industrial chain like a red line, promote close cooperation and coordinated development between them, and jointly draw a beautiful blueprint for the digital economy; We have every reason to believe that driven by computing power and artificial intelligence, the digital economy will usher in a more brilliant tomorrow.

The concept of "satellite Internet" has been carefully sorted out, and four high-quality leading enterprises have been selected, especially the last one, and the certainty is extremely high.

Hengwei Technology.

A company that has reached the leading level in domestic independent and controllable hardware, software and system-level technical capabilities has not only demonstrated its outstanding strength in the domestic technology field, but also signed a strategic cooperation agreement with Huawei and Shenzhen Qianhai Authority to jointly promote the construction of the Shenzhen-Hong Kong AI computing center.

This important measure will not only help Qianhai become an innovative highland for artificial intelligence technology, but also set a new milestone for the company on the global technology stage.

Zhongbei Communication.

This high-tech enterprise focusing on communication network technology services, with its strong technical strength and rich industry experience, has successfully built an intelligent computing center to meet the company's needs for investing in a 3000p computing power center; This achievement not only demonstrates the leading position of Zhongbei Communication in the field of communication network technology services, but also lays a solid foundation for the company's future development.

Inspur Information.

As the world's leading server manufacturer, it has been committed to providing professional and efficient computing power platforms for cloud computing, artificial intelligence, big data, 5G and other application scenarios. With its excellent technical strength and innovation ability, Inspur Information Company has won wide praise and trust around the world, and has become an important force to promote the development of science and technology.

The last selection is the most optimistic for the following reasons:

The company relies on excellent R&D strengthSuccessfully developed a distributed IDC operation management platformThis is not only a demonstration of the profound heritage in the field of information technology, but also a brilliant leap in its strategic layout.

AsAn emerging computing power delivery platformThe platform can skillfully manage and dispatch computing resources across regions and computer rooms, greatly optimizing the efficiency of resource use and improving the response speed, which not only creates an indestructible core competitiveness for the company, but also injects surging new impetus into the development of the entire industry.

AlthoughIts total market capitalization has not yet touched the threshold of 10 billion, but its stock price trend has shown a strong desire to **, and the retracement from the high has exceeded 70%.

Recently, at the critical moment of the bottom volume breakthrough, funds have poured inThe bottom grabbed nearly 1 billionThis fully demonstrates the market's strong confidence in the company's future development potential.

From a technical point of view, the company's stock price trend shows a distinct strong characteristic.

The trend of one yang wearing more than one shows that the control of the main funds is as firm as a rock, and the chips are concentrated, which has laid a solid foundation for the further rise of the stock price.

The emergence of a strong golden fork on the monthly line is like a spring breeze, indicating that a new round of the main rise is about to come out, which is expected to start from the current one9 yuan all the way to 42 yuan

In order not to disturb the main force, the last one was placed in the internal reference of potential stocks(The avatar is a small envelope, and it is 8, and it is immediately displayed**, not Pingloun District).

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