Artificial intelligence and the digital economy are expected to run throughout the year.
There is no doubt that this year is a big year for science and technology, and the direction of artificial intelligence and digital economy is expected to run through the whole year. As a whole, the market as a whole is still a bottom-grinding stage, and it takes an opportunity to get out of this bottom in the short term. However, the transition from the bottom of the policy to the bottom of the market requires a time to go from the official briefing in the early stage to the briefing of the five major official media to Chairman Yi's speech on the plate, which is a policy to maintain stability.
In addition, major domestic banks have lowered deposit rates, the decline of bank deposit rates, the probability of followed by the decline in loan interest rates, and the recovery of some economic data disclosed in the early stage is not particularly ideal, so this indicates that new stimulus policies may be announced. Therefore, I personally believe that the current market has the opportunity to change in the bottom structure.
As for where the opportunities are, I personally think that the style of the market may be difficult to change. At present, the sectors corresponding to the low-level small-cap theme are artificial intelligence, digital economy, and chips. In particular, computing power is currently in the explosive stage, and the market has begun to explore the conceptual themes of edge computing and computing power rental.
The logic of the market is actually very simple, computing power, algorithms, and data are the three elements of artificial intelligence development, and they are indispensable. Among them, the training and inference of large models require computing power to support them, and GPUs are required to carry and implement. But at present, there is a very short shortage of GPUs, and this shortage may continue until next year, so computing power rental has become a must for most artificial intelligence companies. This angle can be dug up.
The market leader is Cambridge Technology, which has played seven times the space, and there are still continuous rotation opportunities at the bottom. Some over-the-top directions, such as the real estate industry chain, new energy including short-term semiconductors, there are still opportunities to bargain hunting.
