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The first leader of domestic "AI + computing power", with a valuation of hundreds of billions, or will usher in a big wave?

author:Hi hi ho

Brother Immortal feels that the market is like climbing Mount Everest, and every step you take is extremely difficult. And as long as the foot slips, it is an abyss.

The accumulation of funds does not lie in short-term outbreaks, but in every step, which must be consolidated. Many less certain opportunities can be given up, but one certain opportunity must be firmly grasped.

So this time Brother is optimistic about the "AI" plate, and let's listen to the typical logic of optimism:

1. The amplitude and time of the early adjustment of the entire AI sector have been sufficient, like a pile of dry firewood, it is easy to dry firewood when encountering a flame, and this flame is Huawei's computing power.

2. The prosperity of this round of AI is highly differentiated, with a very high overseas prosperity but an average domestic prosperity. Brother is still firmly optimistic about the long-term development opportunities of the industry, and is also optimistic that the domestic AI boom is expected to explode.

The first leader of domestic "AI + computing power", with a valuation of hundreds of billions, or will usher in a big wave?

3. With the launch of Microsoft's "Copilot", the upcoming appearance of OpenAI multimodal model GPT-vision and Google Gemini, and Huawei's positive statement on AI, the market is rekindling expectations for AI application prospects. 

To activate market popularity, the best development point is the variety of science and technology and other growth directions, "AI" involves many themes, easy to get the attention of all kinds of funds, once the wind rises, four or two pounds.

The first leader of domestic "AI + computing power", with a valuation of hundreds of billions, or will usher in a big wave?

After a period of research, Brother Immortal has selected 5 potential lists here, especially the last one, which will be in full swing

The first one: Topway Information

The company is the largest supplier of Huawei servers, and its subsidiary, Xiangjiang Kunpeng, has the authorization of Huawei Shengteng machine partners, and has successively released dozens of AI products such as AI inference and intelligent edge.

The second one: Allianz Sharp Vision

The company has independently developed artificial intelligence AI technology applications in the surveillance industry, such as face recognition technology, humanoid detection technology, and model detection technology.

The first leader of domestic "AI + computing power", with a valuation of hundreds of billions, or will usher in a big wave?

The third family: Tianyi Ma

A national high-tech enterprise specializing in software and information technology services, focusing on the Internet of Things, cloud computing, artificial intelligence, 5G and other new generation information technology, and promoting the realization of the company's "domestic advanced ranking in the IT field."

The fourth one: Hengwei Technology

Domestic independent controllable hardware, software and system-level technical capabilities have reached the leading level, and the company's intelligent inspection robots are mainly used in the field of power operation and maintenance in rail transit, petrochemical and smart park industries.

The last company that is particularly optimistic

(1) As a national high-tech enterprise, build a data system with computing power, algorithms, data, and application collaboration, and have strong competitiveness in intelligent terminals and AI software.

(2) The stock price is less than 5 yuan, the bottom "golden pit", favored by institutions, the bottom absorbs more than 1 billion, the chip peak is intensive, and the number of shareholders has been reduced for many consecutive periods.

(3) From a technical point of view, the bottom pregnancy line + volume and price are rising, the main control degree is gradually improving, MACD day, week, month and three lines of golden cross, is expected to go from 5 yuan to 87 yuan.

The bull starts in an instant

The first leader of domestic "AI + computing power", with a valuation of hundreds of billions, or will usher in a big wave?