Topway Information
Explosion concept: Huawei + computing power
1. Computing power center concept, the company is Huawei's only strategic partner of Ascend AI/Kunpeng computing + open source Hongmeng operating system, and the company's Ascend AI server shipments rank first.
2. The company's Zhaohan RA5900 series is an AI training server based on Kunpeng processor and Ascend processor, which is mainly used in deep learning model development and training, and can be used in AIGC, computing power center, data center and other scenarios.
3, the artificial intelligence computing power center made by the company Changsha is 22 years of construction, the whole plan is 1000P for three years, and the current 200P is done, less than 3 months after the launch, the computing power is basically consumed, and it is necessary to further expand.
Technical: pay attention to the long white line physical support 11.05, as long as the back step does not break the support, the multi-party breakthrough is effective, and the probability of rising in the future market is large; if it falls below the support, it indicates that the breakthrough fails, and may fall into the adjustment period, when the risk should be avoided, waiting for the opportunity to attack again after the full adjustment.
Idiosyncratic messages
Explosion concept: Huawei + computing power + 6G
1. The company's main business is the research and development, production and sales of four major industries of "optical fiber and cable + intelligent access + military informatization + intelligent service". The company's main products are optical fiber and cable, intelligent access, military informatization, and intelligent services.
2. The actual controller of the company is the State-owned Assets Supervision and Administration Commission of Shenzhen Municipal People's Government. The company builds cloud computing data centers, mainly for enterprises settled in the innovation base, government customers and financial industry customers to provide smart city function support services and cloud computing services such as cabinet rental, broadband access, elastic computing cloud, storage cloud, virtual data center, etc.
3. In addition to power special optical cables, the company's UHV products also have ground wires and supporting fittings, and have successively won the bid for State Grid Qinghai Henan, Shaanbei-Hubei UHVDC projects and other projects.
Technical: The recent bullish market of the stock, the five-day line, the volume can be well coordinated, the capital intervention is obvious, has broken the pressure level of the previous high, or can be cautiously paid attention to for the time being, but short-term need to pay attention to adjust the risk.
Runhe Software
Outbreak concept: Hongmeng concept + Huawei concept
The company's main business is to provide a new generation of information technology as the core products, solutions and services to domestic and foreign customers. The company's main products or services are product and solution sales, engineering delivery, integrated services, intelligent IoT, intelligent supply chain informatization.
Technical: At present, Runhe software is suitable for high selling and low absorption, and there are still phased investment opportunities, but the overall combination of our indicators to analyze, individual stocks have not seen obvious signs of outbreak, and the future market may continue to test the support of the moving average! Position control is very important, combined with the trend of the broader market, see more and move less, wait for the rebound to reduce the position band operation! Specific high throw low suction point!
Changshan Beiming
Outbreak concept: Huawei Kunpeng + artificial intelligence
The company has software and textile dual main businesses. Software business includes software development, software services; Intelligent installation engineering services, technology import and export; Communication equipment retail, computer application electronic equipment manufacturing; Environmental protection technology development services, environmental protection technology consultation, exchange services, environmental technology transfer services; Communication system equipment manufacturing; Information system integration services, etc. The textile business includes the production and sales of cotton gauze and polyester cotton gauze; Import and export business of self-produced products and technologies; Cotton wholesale, retail, etc.
Technical: light position, continue to hold, there is a certain profit margin above, if you are a heavy position, you can reduce the position after holding, if there is no holding, this position is not recommended to enter the market to chase higher