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A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

author:Thorn Bone King

With the continuous development of AI technology, we can't help but sigh that the future has come

ChatGPT has become the biggest hot spot in the current technology circle, and related concept stocks have also continued to strengthen, and domestically, in addition to Baidu Wenxin's words, major Internet giants have layouts in related fields.

The good effect of GPT-4 is expected to promote the global AI technology stack to continue to converge towards the LLM (Large Language Model) model, and continuously accelerate the development of the AI industry through the combination of violent aesthetics + engineering skills. It is understood that the corresponding investment opportunities brought by GPT-4 include: computing power infrastructure: The model volume of GPT-4 continues to grow, and the demand for computing power is expected to continue to grow.

A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

At the same time, ChatGPT is leading the artificial intelligence revolution, and the demand for computing power has ushered in geometric growth.

What is hash power?

Computing power is the computing power that processes information data to achieve the output of target results.

Computing power is the foundation of the digital economy, and it is of great significance for a country to appropriately advance the construction of computing power infrastructure. As a new productive force in the digital economy era, computing power plays an important role in promoting scientific and technological progress, industry digital transformation, and economic and social development.

Message surface

On the news, graphics chip giant NVIDIA introduced a number of products dedicated to serving the field of artificial intelligence at the 2023 GTC Conference held on March 21, including a new GPU graphics processor designed for large language models, a chip L4 for AI video, and DGX Cloud for AI supercomputing services, etc., the release of this news means that the foundation of artificial intelligence - computing power, has reached a higher level, so it has also greatly promoted the development of domestic related industries.

A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

Development prospects

In short, the progress of science and technology will not stop, and under the background of emphasizing the hard demand of basic construction, the concept of computing power will benefit from the rapid development of AI artificial intelligence.

With the full launch of the "East Data and West Computing" project, computing power has been raised to the same important status and height as basic resources such as water and electricity, and the construction of mainland computing power infrastructure continues to accelerate, and the role of computing power in promoting the economic development of the mainland will be further improved in the future.

The limelight is in the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

1. Hongbo shares

The company's main business covers security printing, lottery new channel services, book printing and high-end packaging printing. The company plans to build 5 supercomputing centers in Beijing, Shenzhen, Wuhan, Shanghai and Fuzhou within 3 years, reaching the comprehensive layout of important computing power nodes in the eastern region. All centers adopt the latest supercomputer sets and supporting equipment, and after completion, each center will provide high-quality artificial intelligence and high-performance computing power to the society.

2. Topway information

The company's main business covers Hongmeng ecology, intelligent computing, software services, the company based on AI, OpenHarmony, big data, cloud computing, Internet of Things and other digital technologies, focusing on digital government, operators, examinations, education, transportation, manufacturing and other important industries and fields, serving more than 1,500 government and enterprise customers, providing them with domestic software and hardware integrated digital products and services.

A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

3. Special information

The company's main business is the research and development, production and sales of four major industries of "optical fiber and cable + intelligent access + military informatization + intelligent service". The main products are optical fiber and cable, intelligent access, military informatization, and intelligent services. In recent years, it has been involved in and invested in the investment and operation of data center projects. The company will actively respond to the national development strategy and strive to strive for opportunities to improve the company's performance.

4. Gaohong shares

The company's main business is enterprise information business, information service business, terminal sales business, the company's main products include Internet marketing, artificial intelligence products, IDC, mobile information, mobile media, Internet of Vehicles, trusted cloud computing, intelligent manufacturing, industry/enterprise information services, IT products, etc.

A-shares: the limelight! These 5 "artificial intelligence + computing power" leaders may usher in a golden period of development!

5. The most optimistic one

1. The company has subsidiaries in Vietnam, a very important country along the mainland's "Belt and Road + computing power", and a subsidiary in Singapore, one of the world's largest ports and an important international financial center.

2. Fundamentals: up to 30.29% turnover rate, stock price less than 20 yuan, total market value less than 3 billion.

3. The chips are concentrated, there is a price limit, and the main force enters obviously.

Do you know which company this is? In order to avoid disturbing the layout of the main forces, I will not talk about it here

If you have a friend who needs to know more, come to the comment area.

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