Many manufacturers revealed that chip prices are expected to stop falling in June, the reversal into the countdown, the rise of AI is regarded as a major benefit for storage products, superimposed on the impact of the Micron incident, the news of the bottom reversal of storage is continuous, and the market is quite concerned about the current situation of memory chips.
The scale of the core industry of artificial intelligence reached 300 billion yuan, maintaining a continuous growth of more than 10%, and the scale of the radiation industry exceeded 1 trillion yuan.
On the message surface
Beijing issued a notice on the issuance of the "Implementation Plan for Accelerating the Construction of an AI Innovation Source with Global Influence in Beijing (2023-2025)"
Accelerate the construction of an artificial intelligence innovation source with global influence, and strongly support the construction of the Beijing International Science and Technology Innovation Center, and specially formulate this plan.
Promote the breakthrough of domestic artificial intelligence chips, and carry out the research and development of general high-computing power training chips for the distributed training needs of artificial intelligence cloud;
Aiming at the low-power requirements of edge application scenarios, multi-modal intelligent sensor chips, autonomous intelligent decision-making execution chips, and high-energy-efficient edge-end heterogeneous intelligent chips are developed.
Facing innovative chip architecture, explore innovative architecture routes such as reconfigurable, storage-computing integration, brain-like computing, and chiplet. Actively guide large model R&D enterprises to apply domestic artificial intelligence chips and accelerate the localization rate of artificial intelligence computing power supply.
The investment in scientific research of artificial intelligence leaders continues to increase, the number of start-ups continues to grow, the total number of enterprises remains leading in China, and 5-10 newly cultivated unicorn enterprises.
The depth and breadth of application has been further improved, and generative products have become the mainstream application and ecological platform in the domestic market, promoting the high-end development of the industry.
After a long period of tracking and review analysis recently, the senior screened out 5 particularly optimistic potential stocks from the A shares, which are expected to open up the doubling space, let's take a look together.
The first one: Huagong Technology
Subsidiary Huagong Zhengyuan is one of the few enterprises in China with optical chip foundation, with a perfect process line and considerable reserve of technical personnel starting from MOCVD, research and development will be for the three core technologies of high-speed optical modules, lasers and detectors, high-speed modulation chips PLC/AWG and other high-speed passive chips.
The second one: 100th storage
Mainly engaged in semiconductor memory storage medium application research and development, packaging and testing, production and sales. The main products and services include embedded storage, consumer storage, industrial storage and advanced packaging and testing services.
The third company: E&P Technology
It has established a R&D team related to sensor and chip design in its wholly-owned subsidiary, Whale Microelectronics, and obtained Huami Technology related technology and patent authorization, on the basis of which new sensor modules and chips are further developed.
The fourth one: deep technology
The company is a manufacturer of integrated circuit parts packaging and testing services, with industry-leading high-end packaging technology capabilities, especially in memory DRAM, with the world's latest generation of product packaging and testing technology, is the largest independent DRAM memory chip packaging and testing enterprise in China, and is also one of the few domestic enterprises that can realize independent and controllable packaging and testing technology.
The fifth: the most optimistic one
1. The first leading enterprise of chip + A, in line with the logic of development, excellent performance, pullback in place, in a historical position, breakthrough platform
2. The basic orientation is good, more than 70% has been pulled back from the highest point, the chips are highly concentrated, the price limit board is started, the trend is gaining momentum, and it is out of ten times the space
3. The institution is also optimistic about the stock, has entered the market in large quantities, and the recent upward trend of the stock has been established, which is expected to accelerate, and the expected return is 80%
Without further ado, the launch is instantaneous