Event: The Ministry of Science and Technology and the Natural Science Foundation of China recently launched the special deployment of "AI-driven scientific research", the Ministry of Science and Technology will promote the innovation of artificial intelligence models and algorithms for major scientific problems, develop a number of special platforms for "artificial intelligence-driven scientific research" in typical scientific research fields, accelerate the construction of a new generation of national artificial intelligence public computing power open innovation platform, support the heterogeneous integration and development of high-performance computing centers and intelligent computing centers, encourage green energy and low-carbon, and promote the upgrading of software and hardware computing technology All kinds of scientific research subjects are encouraged to open scientific data in accordance with the principle of classification and grading.
The author has specially sorted out the core stocks for your reference, and there are questions to exchange.
1. Changshan Beiming
Fundamentals: Huawei said it has made great breakthroughs in the three major tools and software of PB, CAD, AND EDA. As Huawei's core strategic partner, Beiming Software has five-diamond delivery capabilities in Datacom and IT, and has in-depth cooperation in innovation fields such as HUAWEI CLOUD, Ascend, and Kunpeng. Recently, Tencent said at the earnings conference that it will continue to optimize the hybrid model. As the third largest shareholder of Changshan Beiming, Tencent has formed close product integration and solution integration with Beiming.
Technical: Rising gaps, multi-party breakout signals. Generally, there is a need to step back after the breakthrough to test whether the breakthrough is effective. Pay attention to the gap support 8.5, 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 and closes the gap, it indicates that the breakthrough has failed, and it may fall into the adjustment period, at that time, the risk should be avoided and wait for the opportunity to attack again after the full adjustment.
2. Topway Information
Fundamentals: On March 24, it was stated on the interactive platform that the company's card is located in Guizhou, Gansu, Ningxia and Chengdu-Chongqing, four national computing power hub nodes of "East Data and West Computing", and has won the bid for the IT equipment procurement (phase I) project of the national (Guizhou) main hub center of the national integrated computing power network; Kaihong Smart Valley, a subsidiary, signed a strategic cooperation agreement with Huawei's Smart Highway Corps to build software distributions and scenario-based solutions for the highway industry based on OpenHarmony.
2. The company's main business covers Hongmeng ecology, intelligent computing and software services.
3. The company said in the institutional conference call that as Huawei's only strategic partner of "Ascend AI/Kunpeng Computing + Open Source Hongmeng Operating System", the company ranked first among Huawei Ascend AI server shipments in the first half of 2022.
4. The record table of investor relations activities on 7/16/20 shows that the game business achieved revenue of 127 million yuan in the first half of the year, accounting for 21.01% of the company's total revenue, an increase of 13% over the same period last year. Mainly the company's self-developed and spontaneous mini games have created a large turnover and revenue.
5. Jointly with Huawei's digital platform to build an "integrated and open" smart education cloud platform, it has helped many provinces, municipalities, and districts build smart education cloud platforms.
Technical: In recent days, the main force of individual stocks has continuously increased their positions, and industry funds have shown a net inflow. There is a certain net buying on the Dragon and Tiger List, the net financing balance has increased, and the stock price is in a moderate upward state, with a strong recent trend.
3. Changhong, Sichuan
Fundamentals: The company's main business is: television, refrigerator, air conditioning, compressor, audio-visual products, batteries, mobile phones and other products production and sales, IT products sales, real estate development and other production and operation activities. The net profit in the third quarter of 2022 was 226 million yuan, a year-on-year increase of 33.54%, and the dynamic P/E ratio was 65 times, which was at a medium valuation level.
Technical: Sichuan Changhong has been up and down for two consecutive days, and today has also risen sharply to close the long lower shadow, the trading volume is greater than the sum of the previous two trading days, today's stock price is more difficult to hit the limit again, the risk is greater than the benefit, it is not recommended to participate.
4. Hongbo shares
Fundamentals: The company's technical strength in thermal paper tickets, instant invoicing business, high-end commercial paper, high-end packaging and printing has been continuously enhanced, quality control and printing technology have been continuously improved, patent reserves have gradually increased, and the pace of launching new products of the company has been accelerated, making important contributions to the improvement of the company's comprehensive competitiveness.
Technical: Recently, the main force of individual stocks has continuously reduced their positions, and industry funds have shown a net outflow. There is no obvious active trading range today, mostly small orders intervene, the net financing balance has increased, the stock price is in a state of shrinkage and consolidation, and the trend is average.
5. iSoftStone
Fundamentals: 1. The company can provide HarmonyOSConnect full-process access services, providing access to more than 700 HarmonyOSConnect product categories for 300+ domestic partners.
2. The company has applied AI technology to various business scenarios such as enterprise digital transformation intelligent management, and has been connected to Microsoft GPT4.
3. The iPSACopilot built by the company will provide knowledge graph services for the digital transformation of multiple industries, and iPSACopilot will continue to access Wenxin Yiyan and other leading models.
Technical: Rising gaps, multi-party breakout signals. Generally, there is a need to step back after the breakthrough to test whether the breakthrough is effective. Pay attention to the gap support 43, 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 and closes the gap, it indicates that the breakthrough has failed and may fall into the adjustment period, at which time the risk should be avoided and wait for the opportunity to attack again after sufficient adjustment.
Disclaimer: All the content of this headline does not constitute investment advice, the stock market is risky, and the profit and loss are at your own risk! #A shares today##Stocks##股票财经 ##