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Nearly 4 times the bull stock confessed "I have no artificial intelligence income", this edge computing stock is on fire!

author:My words finance

Sanlian smart government cattle stocks have no artificial intelligence revenue

Jinqiao Information has been up for 3 consecutive days, and its latest closing price has also brushed a new high since its listing, with a cumulative increase of 362.84% during the year. On the 9th, it opened low and went low, and it fell sharply during the session, and once touched the drop limit. At press time, the stock was down nearly 6% with nearly 2.2 billion yuan in transactions.

Nearly 4 times the bull stock confessed "I have no artificial intelligence income", this edge computing stock is on fire!

The stock price of Golden Bridge Information continues to hit new highs, and multi-channel funds actively buy.

According to the recently disclosed data of the Dragon and Tiger List, the top five buyers have a total net purchase of 463 million yuan, and the buyer lineup is very luxurious, with the purchase amount of the two institutional seats being 152 million yuan and 84.3587 million yuan respectively.

At the same time, Guotai Junan Securities Nanjing Taiping South Road, the common seat of the top tourist capital player Xinyi, ranked second with a purchase amount of 92.0721 million yuan, and the other two floating capital bought 72.0955 million yuan and 62.6928 million yuan respectively.

On the evening of the 8th, the company issued a risk warning that the company's stock price has fluctuated greatly recently, and the price-earnings ratio is significantly higher than the level of the same industry, and the company's latest rolling P/E ratio is 427.7 times, which is significantly higher than the industry's latest rolling P/E ratio of 69.04 times.

Please be aware of the investment risks and say that the company currently has no direct income generated by AI-related businesses.

At the same time, the company also has the situation that Mr. Jin Guopei, the controlling shareholder and actual controller, has reduced his shareholding, that is, he intends to reduce his holdings by means of centralized bidding and block trading of no more than (inclusive) 7,355,180 shares, that is, no more than (inclusive) 2% of the total share capital of the company.

2. Nanling Technology suggests that edge computing revenue is less

On the news, NVIDIA recently announced that at the 2023 Shanghai International Embedded Exhibition from June 14 to 16, the CLP Port at booth A358 will showcase the NVIDIA Jetson edge computing platform for autonomous machines and many other embedded applications.

Affected by the news, the edge computing concept stock Nanling Technology rose by 20cm for two consecutive days, Longyuan shares and Topway Information continued to rise on the 9th, and Youkede-W, Zhongfutong, Netsu Technology, Inspur Information, Robotec, etc. all rose sharply.

Nearly 4 times the bull stock confessed "I have no artificial intelligence income", this edge computing stock is on fire!

Nanling Technology also issued a risk warning announcement on the evening of the 8th, saying that there is great uncertainty about the final order amount that the company can obtain in the field of edge computing services in the future, and the impact of this part of the order on the company's sales revenue and profit.

The announcement said that the company is concerned that investors have maintained a high degree of attention to the cooperation between the company and VMware recently, and the company and VMware have in-depth cooperation in the VCPP mode, based on VMware virtualization technology, and deploy Lingyun edge computing services with the company's backbone network nodes as resources, providing a new product model for edge computing services.

He also said that there is great uncertainty about the final order amount that the company can obtain in the field of edge computing services in the future, as well as the impact of this part of the order on the company's sales revenue and profit. At present, the company's edge computing service revenue is small, accounting for less than 1% of the company's revenue, and the business is still developing, and the company's business composition has not undergone major changes.

Topway information small essays continue

Topway Information said on the investment interactive platform on June 7 that the company uses Kunpeng processors and Ascend processors as the technical base to develop and produce domestic independent brand "Zhaohan" hardware intelligent computing products, and builds a matrix of Zhaohan computing products with desktops, general-purpose servers, AI servers, and software and hardware integrated machines as the core.

The company's AI servers support the operation of NVIDIA GPUs.

Nearly 4 times the bull stock confessed "I have no artificial intelligence income", this edge computing stock is on fire!

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