"Du Niang" his father, Boss Li said: In the era of AI big models, every industry and product is worth redoing. Musk's brain-computer interface company Neuralink's first human clinical trial was approved by the FDA. Our three-year action plan for central enterprises has clarified the new direction of development, and a package of policies to support strategic emerging industries is about to be introduced!
High-end memory chips are still popular! DRAM prices have fallen for 12 consecutive months, the current DRAM price is more than 60% lower than the highest point, and the current price is close to the cost of raw materials, has fallen below the lowest level in history, and the potential price decline space is small. With the rising storage demand of AI computing power, high-end HBM and DDR5 orders continue to pour in, and there have been a large number of urgent orders for markup in the demand field. A large overseas manufacturer has also recently raised its average price forecast for 32GB DDR5 in the second quarter.
There are opportunities in the field of AI security. Following the previous incident of "being deceived by AI face change for 4.3 million yuan in 10 minutes", another AI face change fraud incident was exposed by the media, this time the amount reached 2.45 million yuan, and the whole fraud process was shorter, only 9 seconds. With the open source of deep synthesis technology, deep synthesis products and services have gradually increased, and it is not uncommon to use fake audio and video such as "AI face change" and "AI voice change" to commit fraud and slander.
Internationally, technology giants such as Apple, Microsoft, Alphabet, Nvidia and Amazon have joined the artificial intelligence arms race and launched their own ChatGPT competitors, and their stock prices have soared. The combined market capitalization of these five companies has grown to $9 trillion, or about 25% of the total market capitalization of the S&P 500.
However, there are also voices that say they are not optimistic. Bank of America also warned that artificial intelligence, as a new investment boom this year, is in the early stages of a bubble. But if the Fed makes a policy mistake, the AI bubble could burst like the dot-com bubble at the turn of the century. However, despite frequent Wall Street warnings, investors seem to dismiss the possibility, with little sign that the AI hype is slowing.
"Blowout AI" talks about stocks
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【Dawning of Zhongke】Domestic supercomputer monopoly leader; It has built and operated more than 50 cloud computing data centers and big data centers across the country, serving more than 10,000 units and providing computing power support for a number of domestic large model training. The company has high-end computer products based on secure and controllable core chips; The main business of the shareholding subsidiary Haiguang is the R&D and design of chips. At present, the company cooperates closely with Loongson Zhongke, mainly in the field of servers, and the company has successively launched complete products based on Loongson processors.
【Tongfang Shares】Tongfang Nuctech consolidates its security inspection business, realizes large-scale sales in nuclear technology applications such as intelligent ore sorting and new energy battery testing business, and actively implements nuclear security construction projects, civil aviation airport market development and nuclear technology development in non-security inspection fields; The smart energy sector consolidates the traditional market, makes efforts to expand new businesses, provides green low-carbon and zero-carbon transformation solutions with energy management, energy saving, and energy storage through the source, grid, load and storage, and helps build smart new energy, smart comprehensive nuclear energy utilization, zero-carbon parks, and smart cities, with the annual label amount exceeding 5 billion, a significant increase year-on-year; Tongfang CNKI, Tongfang Software, Tongfang Computer and other digital information industries have strengthened internal collaboration.
Danghong Technology has been deeply engaged in the field of big video for more than 20 years, focusing on three major fields: media culture, pan-security, and intelligent cockpit, and providing complete video solutions. "Video + AI" capability leads, and the smart cockpit opens the second growth curve. By the end of 2022, the company has applied for a total of 390 invention patents, and has authorized 140, including 5 foreign patents and 135 domestic patents; A total of 406 software copyrights have been applied.
【Shenhao Technology】In the next 5 years, Shenhao Technology will continue to strengthen R&D investment in artificial intelligence, big data and other fields, and will further study the analysis and application of artificial intelligence large models in industrial scenarios while realizing robot technology and monitoring and detection technology. Focusing on the main business and guided by strategy, the company has launched a variety of new products: transmission line inspection/de-icing robot, which realizes the condition monitoring of transmission lines and can effectively remove the ice covering of transmission lines; Distribution network engineering control supervision robot to help operators in distribution station rooms, distribution projects, cable engineering and other scenarios of safety control and construction process quality verification; Industrial tank height, width, wall thickness measurement, UAV, etc.
【Xinyuan Micro】The company released an immersion glue coating developer, which fully covers a variety of lithography technologies above 28nm, and the equipment and the international mainstream lithography machines of each major node have achieved online mass production, and the downstream clients of 28nm process equipment are successfully introduced. At present, the company can realize the supply of ArF, KrF, I-line and Offline equipment. Cleaning equipment continues to make efforts, and it is expected to open the second growth curve in the future. The company's front-end physical cleaning agent has high production capacity and high particle removal ability, and the downstream is widely used in first-line fabs such as SMIC, Shanghai Huali, Qingdao Xinen, etc., and has become a baseline product of domestic fabs.
At present, the only one in mainland China with ArF photoresist production capacity. The company focuses on four major businesses: MO source, precursor, electronic special gas and photoresist, and creates an efficient growth curve. MO turned the crisis into an opportunity, overcame objective unfavorable conditions such as rising raw material prices, and reached a record high in production capacity, shipments and gross profit throughout the year, and sales performance grew steadily. Accelerated market introduction of precursors. Focusing on strategic customers, we have steadily promoted the key technology research of precursors, and the sales revenue in 2022 increased by about 76% year-on-year, becoming a new performance growth point for the company. The scale efficiency of electronic special gas has reached a new level, and has become the main force of the company's sales and profit growth.
【Core Micro Installation】Institutions settled in groups. Specializing in the research and development and production of direct imaging equipment and direct writing lithography equipment with micro-nano direct writing lithography as the core technology, Xinyuan Micro Equipment is the leader of domestic direct writing lithography equipment, with products covering downstream PCB and pan-semiconductor fields, and the product function range covers micro-nano multi-field lithography links. The company continues to increase market development efforts, and customers in the PCB field have achieved full coverage of the top 100.
AI stock selection for reference, the stock market is risky, you need to be cautious when entering the market! For more in-depth opportunities, I will not talk about it here, so as not to disturb the main layout. Financial Han Sir My Douyin number, my personal homepage has a fan base, free to join, talk about dry goods, fishing and fish!