The first leader in A share computing power broke out against the trend, and with the blessing of

Mondo Finance Updated on 2024-03-06

Recently, the national high-level jointly issued the "Implementation Opinions on Accelerating the Construction of a National Integrated Computing Network for the In-depth Implementation of the "Eastern Data and Western Computing" Project", which has attracted widespread attention.

According to the "Implementation Opinions", by the end of 2025, the comprehensive computing infrastructure system will take shape. The new computing power in the national hub node area will account for more than 60% of the new computing power in the country, and the utilization rate of computing power resources in the national hub node will significantly exceed the national average. In addition, the 1ms delay urban computing power network, the 5ms delay regional computing power network, and the 20ms delay cross-national hub node computing power network will be initially realized in the demonstration area; The two-way synergy mechanism of computing power and electricity will also be initially formed, and the proportion of green electricity in new data centers in national hub nodes is expected to exceed 80%. The ease of use of various computing power by users will be significantly improved, the cost will also be significantly reduced, and the network transmission cost between national hub nodes will also be greatly reduced. In addition, the key core technologies of the computing network are basically safe and reliable, and a high-quality development pattern of the computing network characterized by networking, inclusiveness, and greening will gradually take shape.

In terms of future outlook:

1) Cloud computing and edge computing: Cloud computing technology will continue to develop to provide more flexible and efficient computing resources. At the same time, with the popularization of IoT and 5G technology, edge computing will gradually rise, deploying computing power close to the data source to achieve faster response times and lower network latency.

2) AI chips and high-performance computing: The application of artificial intelligence requires strong computing power, and special chips such as AI chips and GPUs will be more widely used. At the same time, high-performance computing will play an important role in supercomputers, data centers and other fields, providing powerful computing power for scientific research, industrial design and other fields.

3) Computing power network and sharing economy: In the future, there will be a computing power sharing platform based on cloud computing and network, where users can obtain computing resources on demand to achieve efficient utilization and optimal allocation of computing power. This will promote business model innovation and market expansion in the computing industry.

For this reason, I have repeatedly reviewed and researched, the authorReplace the "hashrate."The concept has been carefully sorted out, and 4 high-quality leading enterprises have been selected, especially the best one, which has a very high chance of certainty, and it is recommended to collect it.

Fifth: Yihua Road was used by 41 institutions to use 9.4 billion funds to hold the strategy, and the fourth: Digital China was used by 68 institutions to use 3.9 billion funds to hold the strategy

The third: Sugon, which was used by 107 institutions to report 14.6 billion funds, and the second: Inspur Information was used by 144 institutions to use 23.2 billion funds to join the group, leaving this company to be more bullish, and 435 institutions used 28 billion. The current price-earnings ratio of the capital newspaper strategy is only more than 10 times, which is very rare in technology stocks, and the company also has a number of popular concepts such as 6G and night-cold servers, and even foreign investors have recently increased their positions in their F4 hands by more than 30 million shares.

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