【Today's Resumption】
On the last day of May, it was still not strong, and under the general decline in the periphery, the three major A-share indexes all fluctuated downward, and individual stocks fell more or less, and more than 3,000 stocks fell. Northbound funds had a net outflow of 3.8 billion yuan today, mainly buying Cambrian (688256.SH) and Kunlun Wanwei (300418.SZ).
AI is still the biggest hot spot in the market, and the repeatedly mentioned Hongbo shares (002229.SZ) advanced to the 5th board, and Obi Zhongguang (688322.SH) and Kinwong Electronics (603228.SH) almost one board. Under the mapping effect of NVIDIA, funds have repeatedly hyped around CPO, PCB board, memory chip and other subdivisions, repeatedly mentioned Ruineng Technology (603933.SH) 9 days 8 boards, special information (000070.SZ) 2 boards, Baiwei storage (688525.SH) 20CM price limit; Hudian shares (002463.SZ) limit increase; Popular stocks such as Cambrian (688256.SH), Demingli (001309.SZ), and Longsys (301308.SZ) are sought after.
Some core varieties of application directions such as game media are still strong, such as Southern Media (601900.SH) and Mingchen Health (002919.SZ), both 4 days and 3 boards; Zhongke Cloud Network (002306.SZ), TV and Radio Media (000917.SZ) limit increase; It should be noted that there are internal differences, and Century Tianhong (300654.SZ), China Science Transmission (601858.SH), and Glacier Network (300533.SZ) all fell first.
The Beijing Municipal Government proposed to support the development of data circulation and transactions in lawfully established data trading institutions. State-owned assets cloud and data direction strengthened, NSFOCUS Technology (300369.SZ), Tongniu Information (300595.SZ) rose to the 20CM limit at the end of the day, and many stocks such as Shensanda A (000032.SZ), Infineon (002528.SZ), Qiming Information (002232.SZ) and so on.
The human brain engineering sector continued to be strong, and the repeatedly mentioned new intellectual cognition (603869.SH) and innovative medical (002173.SZ) continued to advance to the 4th board; Jinzitianzheng (600560.SH), Boxin Co., Ltd. (600083.SH) 2 boards, the first board has Guomai Technology (002093.SZ), E&P Technology (300211.SZ); Aipeng Medical (300753.SZ) soared and once touched the plate.
Apple MR is expected to be released at Apple's WWDC 2023 conference on June 6-10. Apple's MR concept stock started strongly again, Liding Optoelectronics (605118.SH) 2 boards, Shuangxiang shares (002395.SZ), Guanshi Technology (605588.SH) all up limit.
The tourism hotel sector launched a positive intraday rebound, with leading Emeishan A (000888.SZ) taking the lead, Jiuhua Tourism (603199.SH) and Changbaishan (603099.SH) following suit.
Note that the hot power sector has begun to adjust recently, and Shimao Energy (605028.SH), Hengsheng Energy (605580.SH), and Guidong Power (600310.SH) all fell to the limit.
As long as the market can be relatively stable now, the market will continue to explore opportunities, but going in the wrong direction will be very passive, especially the moving average counterpressure varieties must pay attention to avoidance. Market funds are expected to continue to focus on highly recognizable varieties in various branches of AI.
Data security
On 30 May, the first meeting of the National Security Council. Improve the level of network data artificial intelligence security governance, accelerate the establishment of a national security risk monitoring and early warning system, advance the establishment of national security rule of law, and strengthen national security education.
Shensangda A (000032.SZ): The subsidiary China Electronics Cloud has built the largest information and innovation cloud base in Beijing at present, and has also built data centers in Wuhan and other places, and its holding subsidiary China System is the second largest shareholder of EasyStack.
artificial intelligence
Beijing issued "Several Measures to Promote the Innovation and Development of General Artificial Intelligence in Beijing", which proposes that by 2025, the scale of the core industry of artificial intelligence will reach 300 billion yuan, continue to maintain a growth of more than 10%, and the scale of the radiation industry will exceed 1 trillion yuan. China Academy of Information and Communications Technology: Compile a license for paper kite open artificial intelligence models; Shenzhen: Build a city-level intelligent computing power platform and build an intelligent computing power hub in the Greater Bay Area. Nvidia CEO Jensen Huang said it would launch a "large number" of H100 chips in the second half of the year. Nvidia is open to working with Intel to build AI chips in the future.
Jiuyuan Yinhai (002777.SZ): AI machine vision, natural language and other fields have been applied in ICD coding intelligent recommendation, intelligent guidance and other applications, completed the research and development and application of AI technology in face recognition, and participated in the DRG/DIP reform pilot in many cities such as Chengdu and Shenzhen.
Oriental Jiasheng (002889.SZ): The subsidiary has built a cold chain logistics distribution center in its own warehouse in the Shanghai Free Trade Zone in the field of import and export customs declaration AI intelligent customs declaration system platform and intelligent customs clearance robot.
【Nuggets Dragon and Tiger List】
Huajian Group (600629.SH): Favored by many institutions, a total of 3 institutional seats appeared on the Dragon and Tiger list today, with a total net purchase of 188 million yuan, buy three is the well-known floating capital seat to buy 25.49 million yuan, buy four is the quantitative fund seat to buy 26.23 million yuan, the net purchase of 141 million yuan on the day, the stock broke through all moving averages today, and continued to rise and need to increase.
Fundamental analysis: The company's performance grew steadily, and the operating profit in 23Q1 reached 110 million yuan, once again hitting the highest quarterly in history. Good cash flow and significantly enhanced profitability are expected to lead to further growth.
"AI+ design" is expected to promote architectural design into the intelligent era, reshaping industrial logic and industrial structure while reducing costs and increasing efficiency. The company has many advantages such as talents, original design and technological innovation capabilities, digital accumulation and massive high-quality data, and early layout, and is expected to take the lead in making substantial breakthroughs in the field of "AI+Design". In the future, the company is expected to achieve a significant increase in market share by superimposing economies of scale on the basis of the growth of its main business and the improvement of profit margin.
Highlights: 1) The company has released the first generation of virtual design institute platform product - Yunhuajian Beta version, which is the first digital collaboration platform for architectural engineering design projects in China; 2) The company has carried out all-round cooperation with Microsoft (China), Autodesk Software (China) and other fields in holographic technology, MR mixed reality, Internet software service model, BIM+FM platform product development and other fields.
【Institutional Research】
Hudian Co., Ltd. (002463.SZ): Recently intensively investigated by Harvest Fund, Wells Fargo Fund, Great Wall Fund, Suzaku Fund and other institutions.
Fundamental analysis: In the company's 22-year revenue, servers accounted for 14%, switches accounted for 43%, and the total revenue accounted for 57%, making the company the company with the highest proportion of A-share Datacom server PCB, and at the same time, the company's shareholder structure has a competitive advantage over other domestic companies in striving for overseas computing power large customers.
With the improvement of data processing and transmission requirements, switches will usher in the upgrade and transformation to 400Gbps and 800Gbps, servers will usher in the upgrade of PCIe 5.0 platform, and PCB boards in related fields are expected to achieve a rise in volume and price. AI ignites the demand for computing power, and puts forward higher requirements for the number of layers, size, performance, etc. of the PCB, the company is deeply engaged in high multi-layer boards, has a high market share in related fields, high-quality customer resources, products covering server motherboards and acceleration boards, and products used in 800G switches have also been delivered.
The company increased its capital in Huli Micropower by approximately RMB 776 million to expand production capacity for high-end HDI for automobiles. Through its holding subsidiary, Sunworth accelerates the layout of p2Pack technology, the company will complete the sample test and customer certification applied to the 48V mild hybrid system as soon as possible, and 4Q23 is expected to achieve mass production; The company also integrated SIVCE's business synergies to improve its performance.
【Disclaimer】This VIP information product is only for communication and discussion, and does not constitute any investment advice. Unauthorized reproduction is strictly prohibited. For more high-quality information and data products, please log in to the [Zhitong Finance] APP for inquiry.