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In the early stage of industry development, the simplest and crudest investment logic is to invest upstream. Regardless of how to develop in the middle and downstream, it must be necessary to provide "shovels" upstream. In the later stage of the industry, the infrastructure is basically paved, the demand growth rate is not so fast, and obvious leading enterprises begin to run out downstream, and the industry's discourse power will gradually shift from upstream to downstream.
The AI industry can also be divided into upstream, midstream, and downstream. The upstream is the computing power, the midstream is the large model, and the downstream is the application.
It can be expected that AI will become a powerful weapon for future Internet industry competition, but who can finally run out? None of us can say clearly at present, and each has its own optimism. Then the simplest thing at this time is to be a "water seller" and "shovel seller", no matter which company wants to develop AI products, it needs to buy a lot of computing power.
No matter whose AI intelligence project can run out in the end, it doesn't even matter whether there will really be a very successful AI intelligence project in the end, as long as the market wants to engage in AI intelligence, then it must buy computing power. For example, there is a group of people who want to dig for gold, and those who sell shovels don't care who can dig gold, or even whether they can dig gold, and the shovels are ironclad and sold.
Computing power is a resource that society needs more and more in the future, and this resource comes from high-end chips.
Recently, people have asked whether the fund of the artificial intelligence series can still be entered.
One of the benefit chains of artificial intelligence development is chips, especially computing power chips. The main thing is that those who sell shovels are going to start making money~
When AI develops exponentially, the prospect of demand for chips will surge greatly, because chips mainly provide computing power for AI such as ChatGPT.
For example, NVIDIA can develop a super computing power chip that is 10 times faster for ChatGPT.
In addition to chip manufacturing, cloud computing, data centers, etc., this piece is also a direct beneficiary.
What are the indices linked to the concept of artificial intelligence?
(1) NASDAQ 100:
An artificial intelligence concept technology index, 80% of the weighted companies are involved in the field of artificial intelligence!
(2) Hang Seng Technology:
Secondly, let's look at another Hang Seng Technology Index known as the Oriental NASDAQ.
However, it is also relatively highly linked, especially in the computing power infrastructure, application, and automatic driving of artificial intelligence.
(3) Domestic artificial intelligence theme index.
1. CSI Shanghai-Hong Kong-Shenzhen Artificial Intelligence 50
2. The theme of artificial intelligence in CSI
(4) Overseas artificial intelligence index
1. Global Robotics and Automation Index Fund (ROBO)
2. Robotics and Artificial Intelligence Thematic Index (BOTZ)
3. NASDAQ Artificial Intelligence and Robotics Index (ROBT)
4. Artificial Intelligence and Big Data Index (AIQ)
5, SOLAIID Artificial Intelligence Index (FACT)
The total position of public funds in the TMT industry has become the largest sector in the total position of public funds under the trade-off of positions in the new energy sector.
The information innovation and artificial intelligence fund that has risen to the sky, is it now chasing or not?
Those who are already in the car can sit with peace of mind, while those who have not yet got on the car should wait patiently for the right opportunity before shooting, do not blindly chase high!
The digital economy as a whole is a very large market, which may be comparable to the new energy in the previous two years, but it is normal to have a 30% or even 50% drawdown in the middle.
It is best when there is a trend back to the moving average, which is a better time to cut in, and Liangge will also broadcast every day!
Liangge currently holds a portfolio of funds allocated:
Science and Technology Innovation 50, Hang Seng Technology, Military Industry, Chip Semiconductor, NASDAQ 100, Xinchuang Computer, Medical, Large Consumption (no liquor) and some balanced blending bases.
No matter how the market changes, Liangge believes that the underlying idea of configuration will not change: that is, the decentralized layout of industries with logic, potential and space. The configuration does not rely on stud, the configuration relies on the optimization and then waits for certain industries to run out.
Friends, due to the recent strong performance of Liangge heavy computer, science and technology innovation 50, chip semiconductor, and Hengsheng Technology, so Liangge's income is also constantly picking up, since the trend is stable, then the next will still be the direction of focus, small partners who want to layout semiconductors can pay attention to Liangge, the strength is not good to see the operation is clear! Well, today's operation is said here, I think Brother Liang said it is good, and I like it so that Brother Liang knows that you have been here. If you have any questions, you can leave a message in the comment area, Brother Liang has questions and answers! I wish everyone a long and prosperous account! Let's go together!!
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Risk warning: The article is only a personal opinion, not a recommendation, at your own risk.