preface
It may be because of the last "Pangu" incident, which has led to many people not paying much attention to "Pangu Chat" now.
In this regard, Brother Rising felt that it was an opportunity.
Why?
The stock market is speculating about expectations! The main reason why the results were not satisfactory last time was that everyone's expectations for "Pangu" were too high, and once the exposure did not meet expectations, the results could naturally be imagined.
But this time is different, it is obvious that everyone does not have much expectation for "Pangu Chat", which is easy to have a situation, that is, exceeding expectations, even if it is worse, at most it is equal to expectations.
So I think this is an opportunity, a good opportunity to ambush in advance!
Huawei version of ChatGPT may be released! Sort out the core targets of the industrial chain
On the news, Huawei will release a multi-modal 100-billion-level large model product directly benchmarked against ChatGPT, called "Pangu Chat". It is expected to be released and tested externally at the recent HUAWEI CLOUD Developers Conference, and the product is mainly for To B/G government and enterprise customers.
However, the specific situation will have to wait for the conference, and if this product is also for C-end users at that time, it will exceed expectations.
At present, the "Pangu Chat" industry chain is mainly divided into five sectors: computing power, hardware accessories, basic software, industry models, and applications.
After a long period of tracking and review, Jesse selected 5 high-quality leading companies from "Pangu Chat", and it is recommended that you collect them and pay attention to them in advance.
The first one, Topway Information
The company will take the Kunpeng computing industry as the starting point, actively participate in the innovation and application of key software technologies such as Hongmeng and Euler, give full play to the leading advantages of full-stack localized software and hardware products and technology research and development capabilities, government and enterprise digital top-level design and implementation capabilities, large-scale project centralized procurement and delivery capabilities, etc., promote the deep integration of digital technology and real economy, and empower the transformation and upgrading of traditional industries
The second home, Changhong, Sichuan
Changhong Jiahua, a subsidiary of the company, provides data center operation and maintenance services to partners and customers. Through capability accumulation, parallel development, business integration and industrial development, Changhong Jiahua improves the service capabilities of the big data system, builds the industry big data platform system, and builds a standardized data service system.
The third family, Bolander
As suppliers of basic software products and solutions, Boland and Huawei Kunpeng have carried out extensive technical cooperation and joint solution innovation to promote the implementation of basic software solutions in Huawei's Kunpeng ecosystem.
The fourth company, COSCO Haike
Under China COSCO Shipping Group, it is one of the earliest enterprises engaged in intelligent transportation and shipping technology services in China.
The fifth and most optimistic one
1. Huawei's concept + artificial intelligence + information innovation" is the first leader, a state-owned holding enterprise with dual main business development of textiles and software.
2. The company is small and beautiful, favored by the main force, and the net inflow of the main capital has continued to exceed 1 billion in recent days, which has been highly controlled.
3. The chip is highly concentrated + MACD golden cross + price limit board starts, which is expected to usher in a wave of mid-line level pull-up.
Do you know who the last one is, there is not much to say here, it is ready to start, take a look in the comment area, you can know!
Risk warning: The views mentioned in this article only represent personal opinions, and the subjects involved are not recommended, and you buy and sell at your own risk.