The core of the future, the technology sector.

Let's talk about the technology track today.

Funds all over the world are making layouts around the technology track.

Take U.S. stocks as an example, Nvidia's trading volume has long ranked first in U.S. stocks.

Apple, Microsoft, Facebook, Amazon, Google, the combined transaction amount of the five is not as good as Nvidia.

In second place, is Tesla.

Tesla is not a company that only does new energy vehicles in many people's cognition, whether it is in the field of robots, in the field of aerospace, or even in the field of technology manufacturing, it has a very focused layout.

Almost all the world's funds are focused on the main track of science and technology.

Although China's position in the field of science and technology is not as good as that of the United States, it will certainly not lag too far behind, and A-shares are naturally the same.

Around the eleventh day of 2022, the concept of information innovation was proposed, which is a starting point for the rise of science and technology in recent years.

In 2023, with the release of GPT 4.0, the entire AI technology will be ignited.

Various large models emerge in an endless stream, the upgrade and iteration speed of AI is particularly fast, and all kinds of artificial intelligence software have begun to bloom everywhere.

From large models to multi-modal, the upgrade efficiency of science and technology is actually very high.

From Sora to Kimi, all kinds of artificial intelligence that create surprises have surfaced.

After that, the humanoid robot, which has been in preparation for a long time, seems to have begun to go online and prepare for mass production.

There are also smart cars, smart driving, and so on.

The ultimate core of all technology has only two parts, one is software and the other is hardware.

The so-called software is actually the brain of AI, that is, the large model, and the brain of technology.

The other is hardware, which is used for the implementation of science and technology, that is, technology manufacturing.

But whether it is software or hardware, the root behind this, or the foundation, is computing power.

Therefore, around computing power, we have begun to engage in large infrastructure projects of science and technology.

What will technology be like in the future, how will artificial intelligence develop, and will it die like the metaverse in previous years?

Everyone will definitely want to know the answer.

From the perspective of a bystander, let's talk about the road of future scientific and technological development and the corresponding opportunities.

1. Why is the endgame of artificial intelligence and the metaverse different?

The last round of technology fever hyped the metaverse, and the time point was in the second half of 2021.

Facebook当时为了all in 元宇宙,都把公司名字改成了Meta。

The blueprint of the metaverse depicted at that time made how many capitals wantonly rush into the market, and stirred up a thousand waves with one stone.

However, after more than 2 years, it seems that no one in the market mentions the metaverse anymore, as if no one mentions AR/VR and virtual reality anymore.

It's not that the industry is not developing, but the development of the industry is stagnant.

Everyone's understanding of technology is different, but AI and the metaverse are fundamentally different.

The metaverse does not provide actual productivity, but is more like a virtual world scene in which human beings pursue a higher civilization.

But AI, its application side, is very close to life, or can bring a leap in productivity.

For example, the widely used large model can mainly solve the problem of search engine, text production, animation production, image optimization, office software optimization and efficiency improvement, and can also be applied to humanoid robots, manufacturing and processing and many other fields.

As long as AI doesn't get out of control, it's for the benefit of humanity and increases our productivity.

Compared with the previous two years, the artificial intelligence that focuses on playing chess is no longer the same dimension, and the things it does are completely different.

The metaverse, which is more inclined to one direction of entertainment, did not bring much value before it was widely applied, and naturally faded out of people's sight.

Therefore, the progress of science and technology ultimately depends on whether it can bring about positive social development, and take advanced productive forces as a general direction and symbol.

2. Where is the core or key technology of the upgrading of the science and technology industry?

The core of technology, at least at this stage, must be focused on computing power.

In fact, the market has already given the answer to this point.

Not only in the field of artificial intelligence, but also at the bottom of all scientific and technological development, computing power is needed.

In fact, the concept of computing power has been felt by everyone as early as the era of mining a few years ago.

At that time, we were used to calling computing power graphics cards, and if we used a good graphics card, the data calculation would be fast and the mining efficiency would be high.

Computing power itself refers to the speed of computing.

The upgrading of electronic technology and information technology is inseparable from the speed of computing, so computing power is the foundation and core.

It's like if we don't build highways and high-speed railways, then the efficiency of transportation, especially short- and medium-distance transportation, will be very slow.

The core of future scientific and technological development must still focus on computing infrastructure, and then a variety of models and AI intelligent services will be produced.

Behind the word "intelligence", there is a huge computing center as support.

3. What will the journey of the mainland's scientific and technological development look like, and which tracks or listed companies have opportunities?

I have to admit that we are lagging behind in science and technology.

But the problem should not be seen in this way, because our science and technology lagged behind the advanced United States and other developed countries for decades.

With our continuous efforts, many technologies have caught up, and the core technology is only 2-3 years away.

The gap between us is being bridged, or rather narrowed.

From the perspective of all the technological developments, what we do is divided into two paths.

The first is self-developed domestic substitution, which is the way that must be taken, otherwise it will always be controlled by others.

So the corresponding is actually a large computing infrastructure, and the core is computing chips.

Although the R&D capability is slightly weaker and the things made are not so advanced, the market for domestic substitution is very large.

In this regard, the domestic demand space in this area is a guaranteed base, and it needs to rely on its own strength to fight for it.

The second is foundry, simply put, supply chain technology, which is biased towards hardware.

In some subdivisions, such as the CPO field, we already have some listed companies, standing at the top of the world, can undertake a large number of orders.

Supply chain has always been our strength, but if we can replace it in technology manufacturing, it will be difficult for competitors to catch up with us.

Therefore, the opportunity for listed companies with orders is actually very large, and the certainty is very strong.

The whole technology is developing rapidly, but the road to catch up is very long.

It's easy to go from 50 to 80, but 90, 95, 98, 100, it's a long time.

The more you go to the forefront, the greater the challenge, and the more technological blockades you have from the top, and you can only overcome them on your own.

But this great nation has never lagged behind the great powers, and sooner or later, it will also stand on the top of science and technology, but it will take more time.