Todays AI is crazy again, mainly three stimuli: 1) The State-owned Assets Supervision and Administration Commission of the State Council held a "AI Empowerment Industry Receive" Central Enterprise Artificial Intelligence Special Promotion Meeting; 2) The performance exceeded expectations and the previous stocks rose by 9%; 3) Nvidia predicts that there will be heavy meetings on March 18, and will release the latest breakthrough results in accelerated calculations, generation AI, and robotics.
The direction of the state-owned cloud today is very good. Representatives of individual stocks include national pulse culture, SGD intelligence, , copper cow information, Zhonggong Hi-Tech, etc.Its pretty good, you can continue to pay attention.
In addition, the cold direction of the liquid is also good. You can focus on seeing Rihiko Smart and Runze Technology.
Rihai Intelligence: The companys main communication equipment manufacturing and communication engineering service business; the development and sales of wireless communication module products, the main products include AI IoT products and solutions, wireless solutions, wireless wireCommunication modules, basic equipment, engineering services.The company has homemade liquid cold cabinets and cold channels, which can be applied to data centers.The company has smart module products, and some products can provide about 10-15TOPS computing power to meet the needs of smart terminals to calculate the edge of low and medium computing power.
Runze Technology: The company is a company that has begun to lay out liquid and intellectual -related businesses in the industry. It is a leader in domestic intellectual calculations.The company began to deploy park-type data centers in 2009. In 2019, the five major regional layouts were realized. In recent years, the industry leading layout of A-11 pure liquid cold data centers and forward-looking stocks of computing power high-performance servers.The companys liquid cooling and AIDCs early layout will continue to grow rapidly in the future. At the same time, it is expected to further extend to the side of the liquid cold server to expand the business direction.
AI is still the main line of the current market, but while continuing to pay attention to the risk, many AI tickets have formed the re -breakthrough graphics as shown in the figure below:
!-IMG#0->So, the performance of the AI sector tomorrow is critical.If you come again, it is a proper breakthrough.If not, be wary of the risk of callback.
