Recently, good news in the field of computing power has been continuous, prompting the relevant sector to continue to heat up.
The SASAC clearly stated at the Central Enterprise Artificial Intelligence Conference on the "AI Empowerment Industry" that it will accelerate the construction of the intelligent computing power center and carry out AI+Special action.
Market analysts believe that in the context of the rapid development of artificial intelligence, the demand for computing power continues to increase, and the continuous increase of policies provides new development opportunities for domestic related computing companies.
Therefore, after a long time screening and research, I also selected 6 "AI+computing power" potential dark horse for everyone.Enterprises, especially the last one, are recommended to collect research!
(300166)
Current price: 8.63, net profit net profit: 1110 billion yuan increased by 1.89%year-on-year
Core theme: Mlops concept, ChatGPT concept, Euler
Company Highlights: Enterprises focusing on providing a complete business intelligent system solutionGuoxin Culture (600636)
Current price: 11.89, net profit: 58 million yuan decreased by 16.84%year -on -year
core theme: online education, vocational education, data elements
Company Highlight: Under the Chinese Hair Group, the educational video recording the leader, investing in the field of vocational education in HuashengZhiwei Intelligent (001339)
The current price: 29.47, net profit: 31 million yuan decreased by 68.61%year -on -year
CoreTheme: Cloud office, Hongmeng concept, face recognition
Company Highlight: Well -known companies in the domestic intelligent hardware industry
Shengtian TiantianNetwork (300494)
The current price: 14.85, net profit: 179 million yuan decreased by 5.92%year -on -year
Core: CloudGames, mobile games, online games
Company Highlights: Internet Entertainment Platform Products Yileyou in the Internet cafe market share ranking in the topCompetition (003005)
Current price: 26.23, net profit: 0.02 billion yuan decreased by 92.89%year -on -year
Core theme: Multi -modal AI, Data Elements, Online Education
Company Highlights: National Leading Enterprise Enterprise Enterprise, Main Education Information Technology, Main Education Information,Urban Rail Traffic Informatization
The first leader of the concept stock of "domestic computing power+AI multi -modal" concept stock is expected to become the first monster in the dragon.
1. The company is an important global communication equipment supplier. The production of 400G and 800G produced by the company has been produced in batches, excellent performance, and the annual report is expected to increase high!
2. Concentrate to the high concentration of the dragons return combat method+single -peak chip.Active stocks are favored by private equity funds and Northbound funds.
3. Low price and low level+low valuation , from a technical point of view, the bottom "golden pit" is launched, MACD day and weekly golden fork, MACD day and weekly golden fork,The volume and price rises together. In the rebound, the main force is high, and it is expected to usher in a wave of main rise.
