#5月财经新势力 #
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I'm Brother Long, good morning!!
Last Thursday's morning ginseng sharing a total of 261 likes, last Friday's morning ginseng sharing a total of 199 likes, compared to yesterday is 62 less, to be honest Brother Long is a little disappointed, I don't know where the reason is, brothers have doubts, or for what problems of Brother Long, what suggestions can be left in the comment area. Brother Long will reply as soon as he sees it. I won't share the new logic today, but let's briefly talk about the previous stocks.
Compared with the like, there are many brothers rewarded, and the reply given by Brother Long is also the existence of big meat, especially the big meat of Feilong shares directly up and down, Taichenguang has been 50 points now, congratulations to the brothers who eat meat.
Your support is the motivation for Dragon Brother to keep posting. The function of tipping all brothers can, can be rewarded on it, mainly to activate the atmosphere, shyness in the pocket can not be rewarded, you can like more, like is also a way to support Brother Long, I hope brothers like more, thank you brothers for your support, thank you!
Brother Long still promised that as long as the number of likes exceeded 1,000, Brother Long's daily review video would appear in the headlines. We hope you will support you.
The biggest advantage of the weekend is that the National Standing Committee will hammer the final word, and research and propose a number of policy measures! It mentions that those who meet the conditions should be implemented quickly, and those that did not have the necessary reserves should be strengthened. It shows that this is a combination punch, and the policy will be announced slowly. The restructuring project of the first A-share single housing enterprise took effect.
The application of China Merchants Shekou to issue shares to purchase assets and raise supporting funds was registered and effective by the China Securities Regulatory Commission, becoming the first project in the A-share market to successfully obtain registration approval, marking the official landing of the "third arrow" policy of equity financing for real estate enterprises mentioned earlier. Up to now, 2 other A-share real estate companies have disclosed restructuring plans, and 20 real estate companies have disclosed refinancing plans.
Although real estate was not mentioned at this week's National Standing Meeting, real estate is also a clear card of expectations, and the rapid registration and effective of the China Merchants Shekou project will inevitably inject strength into the mergers and acquisitions and equity financing of listed real estate enterprises. This is undoubtedly good for housing companies.
The equity financing of real estate enterprises landed in A-shares, and China Merchants Shekou raised supporting funds of 8.5 billion yuan, which took a total of 95 days! This is a major benefit for real estate companies, and the follow-up Poly, Damingcheng, CCCC Real Estate, etc. are expected to pass one after another. Therefore, the brothers of CCCC Real Estate can also pay attention to it.
The real estate sector has not gone bad recently, and the rebound does not show signs of ending for the time being, and there may be momentum to continue to rush upward. If in terms of this news, it is definitely good for leading housing companies, while small housing companies are more of a hype opportunity, highlighting explosive power.
In addition, Huawei's rotating chairman:
In 2030, artificial intelligence computing power will increase by 500 times.
At the APEC Business Leaders China Forum 2023, Ken Hu, Huawei's rotating chairman, said: "The new era of artificial intelligence represented by ChatGPT has arrived. ”
By 2030, the general computing power will increase by 10 times, and the artificial intelligence computing power will increase by 500 times. 500 times in the next 7 years, with an annual growth rate of more than 200%.
The weekend economic daily commented on the east and west.
Topway Information: AI server + computing power center + information creation + artificial intelligence + domestic software + Huawei (Pangu model + Ascend + Kunpeng + Hongmeng) + intelligent machine + childcare service + preschool education + virtual digital human + metaverse, + realize the overall layout of "computing power + model + platform + application" in the AI field
Joined hands with Huawei to participate in the construction of artificial intelligence computing centers across the country, and the first batch of computing power service contract enterprises. +Microsoft President Smith said that Chinese scientific research institutions and enterprises will become the main competitors of ChatGPT, Smith said in an interview that there are three companies in the world, in the absolute Al front, 1) OpenAI, which cooperates with Microsoft; 2) the second is Google, and 3) it is Beijing KLCII Artificial Intelligence Research Institute (Topway Information)
Xiangjiang Kunpeng, the company's holding subsidiary, has the authorization of Huawei's Ascend complete machine partner, based on Kunpeng processor and Ascend processor, it has successively released dozens of Zhaohan AI products such as AI reasoning, AI training, AI small station, AI cluster, intelligent edge, etc., and joined hands with Huawei to participate in the construction of artificial intelligence computing centers across the country + The company said that the artificial intelligence computing power center done in Changsha is 22 years of construction, the whole plan is 1000P in three years, and the current 200p is done, less than 3 months after going online, the computing power is basically consumed. Further expansion is required.
Topway Information experienced the test of tens of billions of transactions last week, and Brother Long also indicated for the first time that Topway would repair, and last Friday it turned weak and strong, in line with expectations. So the Topway brothers can also continue to pay attention.
The strongest recent AI direction is the CPO branch
Among them, Cambridge is the height of CPO is currently up about 5 times, Brother Long is also continuous sharing logic, Cambridge trend is calm, has recently been oscillating near new highs, the sector continues to soar, the leader is high volatility, Hongbo shares again after supervision, Cambridge Technology may re-stand and lead the team.
Taichenguang, the leading variety of this wave of CPO in Zhongji Xuchuang, Brother Long has also shared logic many times, and the brothers who hold shares have also made a big profit.
Zhongjing Electronics $ is also the logic shared by Brother Long before, and it is also a low-level CPO concept, this week's new high can be expected, brothers can continue to pay attention to it.
In short, the main line status of AI does not need to be questioned, of which optical module + computing power is the absolute core. Now AI is crazier than it was at the peak of new energy
Finally, the long white candle of the exchange rate represents the stabilization of short-term index signals, and timely adjustment is also a good opportunity for low absorption.
The morning strategy writes these first,
I will post in an intraday emergency,
I hope you will pay more attention!!
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