In recent years, under the active promotion of the Ministry of Science and Technology and various provinces and cities, supercomputing construction has made certain achievements, effectively supporting scientific and technological innovation, social livelihood, and the development of digital economy. However, with the rapid development of a new generation of information technology represented by big data and artificial intelligence, the whole society has put forward higher requirements for computing power, and it is urgent to break through the existing operation mode of individual supercomputing centers and strengthen the overall coordination of national supercomputing resources to cope with problems such as uneven distribution of computing power facilities, inconsistent interfaces, and insufficient independent research and development and promotion of application software.
In the future, the Ministry of Science and Technology will build a computing power base through the construction of supercomputing Internet, promote the integrated operation of supercomputing power, and help scientific and technological innovation and high-quality economic and social development. It is expected that by the end of 2025, the G home supercomputing Internet will form an overall layout with advanced technology, innovative models, high-quality services and perfect ecology, effectively supporting the achievement of original scientific innovation, major engineering breakthroughs, high-quality economic development, and improvement of people's quality of life, and become a "highway" supporting the construction of digital China.
At the technical level, the new ultra-connected computing power uses a series of open architectures, standards and protocols to effectively integrate and schedule computing power resources with different geographical distribution and property rights, providing sufficient computing power supply for a new generation of artificial intelligence application scenarios and large model training tasks.
At the construction level, the new computing power of hyper-interconnection makes full use of the core capabilities of "trusted accounting" and "trusted ledger", builds collaborative sharing economy production relations, promotes the complementary cooperation of more stakeholders in capital, products, technologies and services, and strengthens the construction and development of new ultra-interconnected computing power.
Investment strategy: It is recommended to focus on performance delivery in the short term and explore long-term investment opportunities in the technology sector.
First, the large consumer industry is expected to continue the high prosperity. The current sustained recovery of the economy has been verified, residents' consumer confidence has also recovered, under the continuous promotion of the policy of expanding domestic demand, coupled with the short-term holiday effect and high performance support, the large consumption sector is recommended to pay attention to agriculture, forestry, animal husbandry and fishery, household appliances, film and television tourism, etc.
Second, the technology sector has long-term investment value. At present, the accelerated promotion of global artificial intelligence technology and the cooling of the Fed's interest rate hike expectations will usher in an inflection point of overseas liquidity, superimposed on the policy dividend of the mainland digital economy, and the long-term investment value of related industries is prominent, but in the short term, it should be noted that the valuation level and transaction congestion of some segments of TMT are already at a historical high, and there may be rotation and high-low switching within the technology sector in the future.
I also reviewed and sorted out through a lot of time and screened 4 leading companies in computing power, especially the last one, which is worth paying attention to!
Capital Online: Capital Online rendering products and solutions, for the meta-universe, digital twin, industrial design and manufacturing and other industries, to provide high-quality, low-cost solutions, its advantages are that the use of edge nodes all over the country, exclusive high-speed shared storage for rendering design, and professional graphics computing cards for graphics business, to provide customers with a large-scale basic computing power platform for the integration of storage and computing networks, at the same time, through flexible product types and address development for the rendering industry. The threshold for customers to access cloud computing power is lowered. It is committed to providing computing (cloud host, bare metal), network (large bandwidth, private line, global acceleration, multi-cloud interconnection), IDC data center, storage and edge computing services for Chinese enterprises in the game, audio and video, e-commerce, tool and other industries.
iFLYTEK: Since its establishment, iFLYTEK has continued to focus on the research of core artificial intelligence technologies such as intelligent speech, natural language understanding, machine learning reasoning and self-learning, and has always maintained the international cutting-edge technology level, actively promoted the development of artificial intelligence products and the implementation of industry applications, and is committed to enabling machines to "listen, speak, understand and think, and build a better world with artificial intelligence". The company has been adhering to the development concept of "standing up to the sky" for many years: "topping" means that the core technology has always maintained the international lead, and "standing on the ground" is to make the technological achievements achieve large-scale industrial application.
Optoelectronic Express: Guangdian Yuntong is a leading enterprise in the application of artificial intelligence industry in China, and it is also a high-tech listed company that advances the layout of the digital economy. In recent years, the company has promoted the coordinated development and efficient empowerment of the four core elements of artificial intelligence, focusing on the two main lines of financial technology and urban intelligence, grasping historical opportunities such as the development of the digital economy, the acceleration of the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, and the comprehensive rollout of information technology application and innovation industry projects, and jointly building a smart ecosystem with technology and capital partners to help accelerate the development of Guangzhou, the Guangdong-Hong Kong-Macao Greater Bay Area and even China's digital economy.
The fourth one, which I am most optimistic about, is expected to go from 21 yuan to 105 yuan
(1) It has the world's leading computing power technology and the support of state-owned assets, and has great development potential;
(2) Focus on the all-round development of artificial intelligence AI + computing power + network security, and strive to build a world-leading artificial intelligence position;
(3) From a technical point of view, the current valuation and stock price are still seriously undervalued, the subsequent growth space is very large, and the main force has been attracting funds for up to 2 years, optimistic about the follow-up explosive force is very strong!
The specifics will not be detailed here, the start is in an instant! Welcome to discuss in the comment area!