【Today's Resumption】
The 5-day line of the Shanghai Index still did not resist, and today's three major indexes have adjusted, and the volume can further shrink. Northbound funds today had a net outflow of 1.3 billion yuan, mainly buying BYD (002594.SZ) and ZTE (000063.SZ).
Catalyzed by the World Artificial Intelligence Conference, the AI direction ushered in a long-lost repair, the direction of computing power took the lead, the emotional target Topway Information (002261.SZ) mentioned yesterday quickly reversed the price limit, and Hongbo shares (002229.SZ) rose sharply, all of which have become the focus of short-term capital games; AI computing power server concept Hongxin Electronics (300657.SZ) won the 20CM price limit; PCB rose in response, Jin'an Guoji (002636.SZ), Oriental Materials (603110.SH), Tianjin Pulin(002134.SZ) up limit; The CPO sector continues to be strong, and the old leaders Cambridge Technology (603083.SH), Optical Library Technology (300620.SZ), and Huagong Technology (000988.SZ) are all sought after by funds.
The intelligent robot sector was stimulated by Musk's speech to become active again, and Astar (002403.SZ) and Collier (002892.SZ) both walked out of the anti-package board, both 3 days and 2 boards; Shuangfei shares (300817.SZ) won a 20CM price limit; Huawei Technology (001380.SZ), Wuzhou New Year (603667.SH) up limit, Xinshida (002527.SZ) once touched the board, and DMS (301007.SZ) and KONE Technology (301255.SZ) continued to reach new highs. Southern Precision (002553.SZ) continued to drop a word.
In July, Samsung cut the monthly production of DRAM to 620,000 wafers, a year-on-year decrease of more than 12%, the memory chip sector was stimulated, Wanrun Technology (002654.SZ), Demingli (001309.SZ) up limit; Shannon Xinchuang (300475.SZ), Juchen (688123.SH), Baiwei Storage (688525.SH) all rose gratifyingly.
The automobile industry chain has been very active recently, and the direction of intelligent driving continues to lead the rise, and the repeatedly mentioned driverless leader Zhejiang Shibao (002703.SZ) pulled up the sealing plate in a straight line in the afternoon, advancing to 5 boards, Zotye Auto (000980.SZ) 4 days 3 boards, Reima Precision (002976.SZ) 3 days 2 boards, Taixiang shares (301192.SZ) won 20CM price limit; Zhejiang Liming (603048.SH) up limit.
The real estate sector launched a wave of decent rebound, Jinke shares (000656.SZ) 4 days 3 boards, Airport shares (600463.SH), Rongsheng Development (002146.SZ), Zhongnan Construction (000961.SZ) up limit; Caixin Development (000838.SZ) soared and touched the board.
Cyclical stocks such as small metals and rare earth permanent magnet sectors diverged after yesterday's sharp rise, and only the repeatedly mentioned Yunnan germanium industry (002428.SZ) and Fuda alloy (603045.SH) advanced to the 3rd board; Zhongke Magnetics (301141.SZ) once approached the limit at the end of the day; Guangzhi Technology (300489.SZ), Luoping Zinc Power (002114.SZ), Galaxy Magnet (300127.SZ) all have a good premium. Longci Technology (300835.SZ), Zinc Industry (000751.SZ) and other declines were ahead, and the back row fell behind.
In the case of market instability, the pace of market rotation is quite fast and susceptible to news surfaces. In this case, the best model is to focus on low absorption for varieties with deep capital involvement.
artificial intelligence
At the opening ceremony of the 2023 World Artificial Intelligence Conference, Ken Hu, Huawei's rotating chairman, delivered a speech. Ken Hu said that in terms of computing power, it has helped local governments build 25 Ascend artificial intelligence computing centers; Pangu Big Model has been deeply cultivated in 10+ industries and 400+ business scenarios. It also announced that at the HUAWEI CLOUD Developer Conference tomorrow on July 7, Pangu Model 3.0 will be released. NetEase CEO Ding Lei said that exploring the innovation and application of AI large models at the fastest speed is NetEase's top priority.
Topway Information (002261.SZ): Joined hands with Huawei to participate in the construction of domestic artificial intelligence computing centers, is a strategic partner of Huawei Kunpeng/Ascend, the largest shipment of Ascend AI servers, the production of AI servers support the operation of NVIDIA GPUs, and some AI products have used liquid cooling technology.
Smart machines
On July 6, 2023, the 2023 World Artificial Intelligence Conference (WAIC) kicked off in Shanghai. At the opening ceremony, Tesla founder and CEO Elon Musk "appeared" and delivered a speech by video. Musk predicts that he believes that in the future, the number of robots will exceed the number of humans, and many jobs will be done instead of humans.
Aishida (002403.SZ): It has built a key parts testing and robot production and assembly workshop, successfully developed a special robot for polishing and polishing QJR70-2000 and other products, and the rv reducer produced is mainly for its own use, and has laid out cross-border e-commerce business.
Collier (002892.SZ): It has achieved major technological breakthroughs in servo systems and has become a Huawei supplier, which is used in many fields such as robotics and industrial automation, photovoltaic equipment, and new energy vehicles, and has taken the lead in launching servo motors suitable for manipulators.
【Nuggets Dragon and Tiger List】
Topway Information (002261.SZ): The Dragon and Tiger List lineup is luxurious, institutional seats bought 75.88 million yuan, Shenzhen Stock Connect bought 88.54 million yuan net, buy five is the top game of the new hero of the seat bought 72.97 million yuan, the net purchase of 334 million yuan on the day, the stock today anti-package record high, strong characteristics obvious.
Fundamental analysis: At the 2023 World Artificial Intelligence Conference, the company will release a number of new "Zhaohan" AI products; The company is Huawei's "Kunpeng/Ascend" strategic partner, and the Ascend AI server shipments are the first. The company's AI servers support the operation of NVIDIA GPUs.
In the field of computing power, we have fully cooperated with Huawei. Xiangjiang Kunpeng, a subsidiary of the company, has the authorization of Huawei Ascend complete machine partners, and has successively released dozens of Zhaohan AI products such as AI reasoning, AI training, and intelligent edge based on Kunpeng processors and Ascend processors. The company worked with Huawei to lay out eight computing power centers, and participated in the construction of Changsha and Chongqing artificial intelligence computing power centers, and the national (Guizhou) main hub center of the national integrated computing power network. Among them, Hunan Xiangjiang Kunpeng Information Technology Co., Ltd., the company holds 70% of the shares. The company and Huawei launched important products and applied them in many national projects, reflecting the company's own strength and development prospects.
The company is Huawei's only strategic partner of "Ascend Al/Kunpeng Computing + Open Source Hongmeng Operating System", and participated in the construction of Pangu large model computing power infrastructure. The company's Long March Education "Cloud Baby-Smart Kindergarten" product is the only smart preschool education product that has entered the HUAWEI CLOUD Strict Selection Mall.
【Institutional Research】
Hudian Co., Ltd. (002463.SZ): Recently intensively investigated by Harvest Fund, Wells Fargo Fund, Great Wall Fund, Suzaku Fund and other institutions.
Fundamental analysis: In the company's 22-year revenue, servers accounted for 14%, switches accounted for 43%, and the total revenue accounted for 57%, making the company the company with the highest proportion of A-share Datacom server PCB, and at the same time, the company's shareholder structure has a competitive advantage over other domestic companies in striving for overseas computing power large customers.
With the improvement of data processing and transmission requirements, switches will usher in the upgrade and transformation to 400Gbps and 800Gbps, servers will usher in the upgrade of PCIe 5.0 platform, and PCB boards in related fields are expected to achieve a rise in volume and price. AI ignites the demand for computing power, and puts forward higher requirements for the number of layers, size, performance, etc. of the PCB, the company is deeply engaged in high multi-layer boards, has a high market share in related fields, high-quality customer resources, products covering server motherboards and acceleration boards, and products used in 800G switches have also been delivered.
The company increased its capital in Huli Micropower by approximately RMB 776 million to expand production capacity for high-end HDI for automobiles. Through its holding subsidiary, Sunworth accelerates the layout of p2Pack technology, the company will complete the sample test and customer certification applied to the 48V mild hybrid system as soon as possible, and 4Q23 is expected to achieve mass production; The company also integrated SIVCE's business synergies to improve its performance.
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