On the stage of A-shares, every day is a wonderful drama. Today, let's talk about a few of the protagonists of this scene:
- AI, server, liquid cooling, silicon photonics, and HBM
These guys can be said to take turns to show their powers, which dazzles investors, and at the same time makes many people's wallets bulge.
1. AI popular fried chicken.
On March 4, AI concept stocks continued to be active, led by liquid-cooled servers, Intel Technology, Qiangrui Technology 20cm daily limit, Chuanrun shares, Jialitu, Invic, Uni-President shares and other shares of the daily limit. This craze seems to make people see the spring of AI. The CPO concept stocks are not far behind, Robotec, Accelink, and Tiantong shares have risen to the limit, and the stock prices of Zhongji Innolight and Tianfu Communication have reached a record high. This wave, the AI boom seems to be unstoppable.
2. Server and liquid cooling technology.
Server plateRongke Technology, Sichuan Changhong, etc., have successively increased the limit, and liquid cooling technology has also become a hot topic because of the words of Jeff Clarke, Chief Operating Officer of Dell. He said that Nvidia will launch a B200 product with a "Blackwell" architecture in 2025, which could consume up to 1,000W, which will require Dell's engineering ingenuity to cool the GPU. This is not only a technological advancement, but also a huge boost to the liquid cooling market.
WhileSilicon photonics technologyAlthough today's performance is tepid, there are still 3 boards of Guangxun Technology, and Yuanjie Technology is rising. Hubei Jiufengshan Laboratory recently officially announced that the world's first 8-inch silicon photonic thin film lithium niobate optoelectronic integrated wafer was rolled off the production line in Jiufengshan Laboratory, which is undoubtedly a major breakthrough in silicon photonics technology. The support of Japan's ** and TSMC's R&D investment indicate that the spring of silicon photonics technology is coming.
3. Hydrogen energy.
Of course, there are always ups and downs in the market. Hydrogen energy concept stocks fell into adjustment today, Hongtao shares fell to the limit, and many stocks such as Beijing shares fell by more than 5%. This reminds one of the sayings:"**There are risks, and you need to be cautious when entering the market".
In this volatile market, investors are playing a thrilling gambling game.
Some people bet on the right treasure and make a lot of money;
Others may miss out on opportunities because of momentary hesitation or impulsiveness.
If you are in a high position, unless it is directly held high after you buy it, this general trend actually has little to do with you.
In this market full of opportunities and risks, what we need is not only keen insight, but also a cool head and a strong will. Only in this way will we be able to go further in this game and laugh sweeter.
- Remember, investing is not a sprint, it's a marathon!
What we need is not just speed, but more importantly endurance and intelligence.