The new concept of A-share "AI mobile phone" has become completely popular.
Voice to set the alarm clock, voice to text, jump to the search page, and chat with you ......This is what you think mobile AI.
Your real personal assistant only needs to tell the phone what you plan to do, and the phone will do everything else for you......This is actually the mobile phone AI now.
The industry believes that AI mobile phones will become the third stage of the mobile phone industry after feature phones and smartphones.
Today, the Straight Flush has added a new concept index "AI mobile phone". The concept has also become the "most beautiful boy" in today's A** field, ranking first in the sector. 
On the whole, the market led the rise in the GEM index throughout the day, and AI concept stocks continued to be active. As of **, the Shanghai Composite Index rose 041% at 3039At 31 points, the Shenzhen Component Index rose 004% at 9438At 24 points, the GEM index rose 059% at 183483 points. In terms of sectors, liquid-cooled servers, CRO, assisted reproduction, computing power leasing and other sectors were among the top gainers. The turnover of the Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the fourth consecutive trading day, an increase of 21.9 billion yuan from the previous trading day.
In fact, the AI direction has ushered in a number of positive catalysts recently:
On March 1, the National Data Bureau, together with the Ministry of Industry and Information Technology of the People's Republic of China, focused on giving full play to the network transmission efficiency of "Eastern Data and Western Computing". After the State-owned Assets Supervision and Administration Commission emphasized last month to accelerate the construction of a number of intelligent computing centers, the domestic computing infrastructure is expected to usher in a new development.
On March 2, it was reported that Zheng Shajie, Secretary of the Party Group and Director of the National Development and Reform Commission, recently investigated the development of the artificial intelligence industry in Beijing, communicated with a number of research institutions and enterprises, and encouraged everyone to take the initiative to comply with the trend of scientific and technological revolution and industrial transformation, strengthen technology research and development, expand industry empowerment applications, and accelerate the high-quality development of China's artificial intelligence industry.
After Apple was revealed to have cut its automotive project team, Apple CEO Tim Cook said at the company's annual shareholder meeting on Feb. 28 that Apple plans to disclose more plans to use generative AI later this year. It's also the strongest signal released by the tech giant to date to embrace the generative AI boom.
Dell, a veteran laptop manufacturer, is also ushering in a feast because of AI servers. On Friday, Dell jumped more than 31%, and its stock price hit a new high since its listing. In the fiscal fourth quarter ended Feb. 2, Dell's AI server sales increased, and the company's net profit far exceeded market expectations.
From the perspective of net inflows, the artificial intelligence AI ETF has received continuous net inflows in the past 10 days, with a total of 34.9 billion yuan, the latest scale of 224.8 billion yuan, a new high in nearly one year.
Zheshang** said that with the successive disclosure of the 2023 annual report and the first quarter report of 2024, the fundamental clues of the leading companies represented by computing power continue to appear, and the main ascending stage will be further expanded. From this point of view, with the gradual realization of fundamental clues, this round of AI ** deduction is expected to exceed the first half of last year.
The AI hardware direction continues to be active
On March 4, Straight Flush added a concept index "AI mobile phone", and related concept stocks broke out in an all-round way.
On the news side, Samsung's first AI mobile phone, Galaxy S24, sold more than 1 million units in just 28 days after it was launched in South Korea, setting a new record for the fastest sales of S series mobile phones.
At the recently held 2024 Mobile World Congress, AI mobile phones have become the focus of the exhibition venue. A number of mobile phone manufacturers, including OPPO, Honor, Xiaomi, and Samsung, have displayed ** mobile phones with AI functions.
According to IDC, shipments of new generation AI phones will rise sharply starting in 2024, with global shipments expected to reach 1700 million units, accounting for 15% of the total smartphone shipments, which indicates that a new wave of replacement is coming.
Since the beginning of this year, mobile phone manufacturers have increased the research and development and application promotion of AI technology. Manufacturers from OPPO, Meizu to Realme have announced that they will fully invest in the AI field and plan to launch more valuable AI applications. The industry defines 2024 as the "first year of AI mobile phones", and it is expected that generative AI will be widely used in mobile phones in the future.
IFC** believes that the AI mobile phone boom is coming, and it continues to be optimistic about AI and demand for a better industrial chain. The continuous upgrading of large models has driven the demand for AI chips, AI servers, and 800G optical modules. The demand for mobile phones is gradually improving, and in January 2024, the domestic market shipped 31.77 million mobile phones, a year-on-year increase of 68%. On the whole, the fundamentals of electronics are gradually improving, and AI is empowering consumer electronics, which is expected to bring new demand for replacement, and we are optimistic about AI-driven, demand recovery and independent and controllable benefit industry chain.
The liquid-cooled server concept sector is also eye-catching in the market. J&R Technology's "20cm" daily limit, Chuanrun shares, Sunsea Intelligent and other shares have a daily limit.
With the increase of chip power and the increase of server power consumption, liquid cooling technology has become an efficient means of temperature control due to its advantages of low energy consumption, high heat dissipation, and low noise.
NVIDIA GTC 2024 is just around the corner, and Jensen Huang will be unveiled for the latest chip, the B100 GPU. According to **, the heat dissipation technology equipped with the B100 will be upgraded from the original air cooling to liquid cooling. It is reported that the heat dissipation technology of all future products of NVIDIA starting from B100 will be changed from air cooling to liquid cooling.
IDC predicts that China's liquid-cooled server market will reach $8.9 billion by 2027. At the same time, data shows that cold plate liquid cooling has become the mainstream of liquid-cooled data centers, accounting for 90% of China's liquid-cooled server market.
Huajin** said that compared with the air-cooling system, liquid cooling technology can better meet the needs of high-density cabinets and chip-level precision refrigeration. Due to the growth of demand for AI servers, the upgrade of heat dissipation products is expected to accelerate, and water cooling is expected to be better in the future.
The concept of assisted reproduction is impressive
Assisted reproduction concept stocks performed well today, with Hanshang Group, Shuangcheng Pharmaceutical, and Kyodo Pharmaceutical up more than 15%.
According to the National Health Insurance Administration on March 4, the National Health Insurance Administration has continued to improve and implement active fertility support measures, and since its establishment in 2018, the adjustment of the medical insurance drug list has included eligible fertility support drugs such as bromocriptine, triptorelin, clomiphene and other ovulation induction drugs into the scope of medical insurance payment. In the next step, the National Health Insurance Administration will continue to guide relevant provinces to further improve the project approval of assisted reproductive medical services and the management of medical insurance payment, and strengthen departmental coordination, promote the convergence of basic medical insurance, maternity insurance and related economic and social policies, and jointly promote the long-term balanced development of the population.
Previously, following the proposal of 17 departments including the National Health Commission in July 2022 to gradually include appropriate technologies for assisted reproduction in medical insurance, many places have included assisted reproduction in medical insurance.
In October 2023, according to the Guangxi Zhuang Autonomous Region Medical Security Bureau, medical services such as "test tube baby" will be included in medical insurance from November 1.
In June 2023, the Beijing Municipal Medical Insurance Bureau issued a notice that from July 1, 16 ** assisted reproductive technology projects will be included in the reimbursement scope of Beijing's basic medical insurance, and newborns in Beijing can enjoy medical insurance treatment after birth.
CITIC** expects that in 2024, some assisted reproduction projects are expected to be further included in commercial insurance and even medical insurance in various regions, the accessibility of related services is expected to be further improved, and the industry penetration rate is expected to continue to increase.
*** in the text from a straight flush).
Editor: Zhang Nan Zhang Diange.
Proofreading: Yu Hongbo.
Issued by: Peng Yong.