#AI算力及英伟达概念股梳理 #
【Flush NVIDIA concept stock】
Ranking of the number of limit increases: Hongbo shares, Alto Electronics, Digital China.
Market capitalization ranking: Inspur Information, Sinfu, Kinwong Electronics.
After ChatGPT became popular, it drove major Internet leaders to rush in, to borrow the words of Xiao Ma Ge: at the beginning, I thought it was a rare opportunity in 10 years, but the more I thought about it, the more I felt that it was a great opportunity in a hundred years.
From the current application side, ChatGPT is still a well-deserved boss, and other followers are difficult to surpass in the short term. But the domestic Internet giants, and even the entire TMT industry, must catch up. Artificial intelligence is an all-round upgrade of thinking, algorithms, computing power, and applications, and A-shares are hyped from the initial GPT concept to the final hype core is the concept of computing power.
NVIDIA CEO Jensen Huang said that the world's $1 trillion data center will shift from traditional computing to accelerated computing such as smart NICs, smart switches and GPUs, and the workload is mainly generative AI.
It is estimated that around 2025, when generative AI applications are implemented on a large scale, the market for inference and training chips for data centers will be about 90 billion US dollars, driving the related industrial chain including advanced foundry advanced packaging, optical modules, and servers.
After NVIDIA's first quarterly report exceeded expectations, the stock price jumped directly:
It reflects the market's high expectations for the future development of AI.
The following are the core companies of the server and communication industry chain:
GPUs directly benefit from the surge in global demand for computing power. According to erifiedMarket Research, the global GPU market size will be 33.5 billion yuan in 2021, and the global GPU market size is expected to reach 477.4 billion yuan in 2028, with a CAGR of 33.3% in 22-30 years. NVIDIA is the leader in the GPU market, with a global discrete graphics card market share of up to 80%. Its high-end GPUs such as H100, A100 and V100 account for the vast majority of the AI algorithm training market.
Based on this, for NVIDIA concept stocks, it is recommended to focus on companies that provide products and services for NVIDIA and companies that benefit from AI computing needs, and also try to avoid hot companies.
(The market chart of this article comes from the flush)
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Past performance is not indicative of future performance. The above content is for reference only and does not constitute any investment advice, investors make their own decisions and bear their own trading risks. The market is risky, and investment needs to be cautious.
Investment Advisor: Ni Renyong (Practice number: S0590620030009)
