The status is comparable to "optical module/GPU" ~ low-level startup network visualization
The CAC drafted the Measures for the Administration of Generative Artificial Intelligence to strengthen AI supervision at home and abroad, illustrating the importance of AI supervision.
The core of AI supervision lies in data supervision, and data security is strengthened at the source (data collection/screening/detection). The front process is to aggregate data visualization of the distribution device/DP1 device, etc., and the back-end corresponds to the security software side integration solution. Logically visualize devices by analogy under Al data supervision - optical modules and GPUs.
Semi-visual devices and traffic correlation are extremely strong. According to the recent bidding results of China Mobile, the average price of a single unit of convergence and diversion equipment is about 355,000 yuan, and the demand for the last two bidding has reached 3,042 units, of which Hengwei Technology/Guangxun Technology/Haohan Deep won the bid for 1584/1207/155 units respectively.
Core Target:
1. Hengwei Technology [operator aggregation and distribution faucet]. On the technical side, the stock was bullish, put a new high, and began to accelerate the market.
2. Vast depth [operator DPI leader]. On the technical side, after the stock fell continuously, a white line broke through the 20-day line, the position was very low, the bottom had just started, and the upside of the market was large.
3. Sino-Singapore Saike [Government Visualization Leader]. Relying on the rise in the 20-day line, it is about to break through the box shock platform, and the upside opportunity is greater.
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