Recently, the technological innovation developed by the American company NVIDIA directly detonated the world's largest stock market - US stocks, the market value of NVIDIA's stock once exceeded trillion US dollars, and this wave continues, domestic AI, chips and other related sectors, set off a wave of ups and downs, and the heat does not dissipate, from time to time can lead the A shares, today I will talk to you about the logic behind this:
Nowadays, with the innovation of technology, human beings seem to have entered the AI era, "computing power is power" seems to have become the main theme of the industry, and the demand for computing power facilities is still rising. OpenAI pointed out that in order for AI large models to continue to make breakthroughs, the computing resources needed to be consumed will double every 3~4 months, and funds also need to be matched through exponential growth.
According to reliable market sources, industry insiders believe that the centralized application of computing power infrastructure theme ETF products by public offering institutions is based on optimism about the development prospects of the computing power industry, and ETFs can better share the dividends brought by the development of the industry.
Recently, 8 fund companies such as China Universal Fund, Southern Fund, Wells Fargo Fund and Bosera Fund have reported ETFs with the theme of computing power infrastructure. Coupled with the products reported by E Fund, 9 fund companies have targeted the theme of computing power. Subsequent thematic ETFs will also allocate computing power-related stocks, and the CPO sector has rebounded first in recent trading days, indicating that the market is still ahead.
Dege believes that on the other hand, this is to respond to the needs of market investors and provide convenience for investors to invest in the computing power sector. Even from the perspective of the computing power sector, although the sector faces the possibility of phased adjustment after a short-term rapid rise, driven by the dual factors of national policy promotion and demand growth, computing power is an industry with great growth potential and growth space. On the demand side, in the context of vigorously developing the digital economy and artificial intelligence, computing power as a base will drive a significant increase in computing power demand.
NVIDIA detonated the AI sector, and the good news of computing power was continuously stimulated
We can know from the market that AI continues to strengthen, both the logic of adjustment has been relatively sufficient, and it is inseparable from the news stimulation of the industry giant NVIDIA.
NVIDIA's market value broke through the $1 trillion mark, soaring more than $200 billion in one day, setting the largest one-day gain in history, becoming the first chip company in the U.S. stock market with a market value of more than trillion dollars.
This also means that NVIDIA, as the core enterprise of AI computing power, is the real beneficiary company under this wave of AI, and it is a company with performance landing, not a speculation concept. NVIDIA's performance exceeded expectations and the stock price strengthened, which directly drove the A-share NVIDIA concept stocks and AI computing power stocks. Because NVIDIA concept stocks directly benefit from NVIDIA's performance growth. The performance of NVIDIA also makes the A-share computing power company have the expectation of high growth.
In view of this, in order to grasp the opportunity in time, with the time of review, we have selected and sorted out "5 NVIDIA concept + AI computing power leaders", especially the last big bull stock! Remember to save your favorites and keep an eye on your new friends!
1. Hongbo shares 002229
Company highlights: Committed to becoming the core service provider of the lottery industry chain in China and the world
Beijing AI Innovation Empowerment Center was initiated by an agreement between Hongbo and NVIDIA, with InBev Digital, a wholly-owned subsidiary of Hongbo Co., Ltd., as the only designated operating entity.
2. Industrial Fortune Federation 601138
Company highlights: Relying on the industrial Internet, the world's well-known intelligent manufacturing service provider of electronic equipment products
FII's cloud computing server shipments continue to rank first in the world, providing NVIDIA with computing power service systems.
3. Inspur information 00097
Company Highlights: China's largest server manufacturer and server solution provider
At present, it is the only manufacturer in China that uses NVIDIA GPUs for servers. Its AI server market share in the Chinese market is as high as 52.4%, ranking first.
4. Jin Baize 301041
Company highlights: Focus on electronic product research and development and hardware innovation
Jin Baize and Foxconn Group jointly invested in the establishment of Baifu IoT, of which Jin Baize holds 70% of the shares and Foxconn holds 30%. Dong Mi Shihammer: The company's products and technologies have been widely used in the field of artificial intelligence, and actively participate in the localization of artificial intelligence chips. Jinbaize's high-end PCB and PCBA production capacity will be released in 2023. Jinbaize's brand Factory also officially announced in-depth cooperation with NVIDIA GPU original chip manufacturers.
5. The most optimistic one is worth paying attention to
1. Industrial intelligence + chatGPT computing power + NVIDIA + Internet of Things + Apple concept, which has a number of core technologies in terms of computing power, including communication modules with closed and efficient cooling cycles.
2. Fundamentals: about 5 billion, stock price about 15 yuan.
3. The institution is also optimistic about the stock, has entered the game in a large amount, ushered in a strong golden cross at the monthly level, and the bottom volume breakthrough is expected to accelerate!
Recent fans have already experienced strength, so I won't say it here specifically to avoid disturbing the main force
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.