Artificial intelligence computing power core: Inspur information and Zhongke Dawn, if you have a heavy position, which one do you choose?
Inspur Information: AIGC concept + East data and west calculation + domestic operating system, China's largest server manufacturer and server solution provider.
After being included in the entity list of country M, the stock price once fell to 30, the major shareholders reduced their holdings to cash out, and the stock price has rebounded sharply recently, directly catching up with the dawn of Zhongke, what is the logic?
Shuguang: Focusing on domestic substitution of CPU products, revaluation of the reform value of central enterprises, the largest shareholder of Haiguang Information, backed by the Chinese Academy of Sciences, Haiguang has deep R&D strength, and Shuguang of China Science and Technology as a major shareholder and large customer.
