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A股机构动向参考 | 算力提速强势崛起 AI+设计迎来轮动

A-share institutional trend reference | Accelerated and strong rise in computing power, AI+ design ushered in rotation

Zhitong Finance ·  Mar 22, 2023 19:34

[Today's replay]

As the periphery stopped falling and rebounding, A-shares jumped upward today, and the index fluctuated upward throughout the day. Capital from North China continued to buy for 8 days, with a net inflow of 500 million yuan today, mainly buying Kweichow Moutai (600519.SH) and Ningde Times (300750.SZ).

Nvidia has released a dedicated GPU for ChatGPT, claiming to have increased the inference speed by 10 times. Stimulated by this, the direction of computing power came to a standstill. Qingyun Technology (688316.SH) rose and stopped by 20cm, and several of the computing power varieties mentioned yesterday surged across the board. Fang Hongbo Co., Ltd. (002229.SZ), a domestic alternative direction, also followed the rise and stop, and Cambria (688256.SH) rose and stopped by more than 50% in 4 days, and at one point 20cm rose and stopped during the intraday period. The entire artificial intelligence sector has become active. Under the boom in computing power, the application side is also being driven. Popular stocks 360 (601360.SH), Kunlun Wanwei (300418.SZ), and Wanxing Technology (300624.SZ) have risen simultaneously.

Upstream CPO, optical communications, PCBs, etc. related to computing power have also exploded. Zhongji Xuchuang (300308.SZ) and Taichen Guang (300570.SZ) rose and stopped by 20CM, and Guangxun Technology (002281.SZ) closed.

AI+ applications continue to be popular. Today it is the AI+ design concept's turn to shine. Matrix shares (301365.SZ) rose and stopped by 20cm, with Huayang International (002949.SZ), Huazi Group (603018.SH) T-shaped rise and stop, and Zhongheng Design (603017.SH). The divergence of this area is difficult to grasp, and it is expected that only a few will continue to strengthen. For example, the AI+ game currently only has 2 boards in 3 days and 2 boards, and there is no firm decision on whether to raise or stop the market. 601595.SH

The core variety of yesterday's strong AI+ e-commerce concept is still strong. Leading Contact Interactive (002280.SZ) advanced to the 4th board at the top, Shengtong Co., Ltd. (002599.SZ) 3 boards in 4 days, and Jihong Co., Ltd. (002803.SZ) achieved positive feedback.

Demand for consumer electronics is gradually picking up, and global folding screen mobile phone shipments will increase 45% year-on-year to 18.6 million units in '23. The consumer electronics concept has been trending steadily recently, with Rambler (002351.SZ) rising and stopping, continuing the trend. Pengding Holdings (002938.SZ) and Huiwei Technology (002888.SZ) are at the top of the list.

This funding on the track mainly attacks new energy vehicles. The Ningde era (300750.SZ) continues to be bought by foreign investors. The Blue Lithium Cell (002245.SZ) and Peng Xin Resources (600490.SH), which went up and down yesterday, had good premiums.

“The collapse of Dongcai” hit the headlines yesterday. According to reports, both in the morning and afternoon of the same day, the Dongfangcai App experienced situations such as abnormal user logins, abnormal position display, and inability to trade for a long period of time. Dongfang Wealth (300059.SZ) plummeted nearly 6 points today, accounting for a large amount of weight and a certain drag on the index.

The direction of the general market is still unclear, because there is no unified atmosphere of going long, and sectors often break up and attract capital from each other. But it is only by focusing on the mainstream that investment pitfalls can be avoided. Try to find opportunities for segmentation to make up for gains in artificial intelligence and the digital economy.

Computing power

On March 21, at the annual GTC developer conference hosted by Nvidia, Nvidia not only unveiled a dedicated GPU chip that can speed up ChatGPT by 10 times, but also launched a technology “nuclear bomb” into the chip manufacturing industry — in response to ChatGPT, which has huge demand for computing power, Nvidia released the NVIDIA H100 NVL and joined forces with Google Cloud, Microsoft Azure, and Oracle Cloud to launch DGX (AI supercomputer) cloud services. The processing speed of the H100 GPU is ten times faster than the A100 GPU, which can reduce the processing cost of large language models by an order of magnitude.

Hongbo Co., Ltd. (002229.SZ): The AI Innovation Empowerment Center project has collaborated with Nvidia and has been put into actual operation. The official website of InBev Mathematics is online, and Xiaoe has also officially launched, setting up dedicated computing power units for Shanhai China and the Julang Metaverse.

AI+ design

According to Everbright Securities, AI empowers the design industry, and efficient drawing can bring about a significant increase in output value per capita; it can also reduce the allocation scale of junior designers and cost agents; furthermore, the number of employees in the largest design institute currently does not exceed 10,000, and Ai+ may greatly broaden the management boundaries of design companies.

Huazi Group (603018.SH): AiRoad rapid design software has been released to enable intelligent and efficient 3D mapping in the fields of highways and interchange interchanges. Currently, it serves more than 1,000 design institutes across the country through the SaaS model, and 4D millimeter-wave radar is used in the field of smart transportation.

Huayang International (002949.SZ): The CapoliBIM platform and Wan Yi's AI review platform have achieved data exchange, design control and AI review can be seamlessly connected, and it has the largest prefabricated design team in the country.

[Nuggets and Tigers List]

Topway Information (002261.SZ): The Dragon Tiger list has a luxurious lineup. Shenzhen Stock Connect made a net purchase of 84.13 million yuan in a pair, bought a seat for top investors to trade stocks to support families for 157 million yuan, and buying four was a top investor, Sun Ge's seat bought 82.06 million yuan on the same day, with a net purchase of 208 million yuan on the same day. The stock rose and stopped today, hitting a new high in the past two years. The trend is expected to be the main trend.

Fundamental analysis:The rapid development of ChatGPT has made people see the importance of computing power. In the field of intelligent computing, the company continued to increase its advanced computing power layout represented by Shengteng AI and achieved market breakthroughs. As the only strategic partner of Huawei's “Shengteng AI/Kunpeng Computing+Open Source Hongmeng Operating System”, the company's Shengteng AI server shipments ranked first among Huawei Dingteng partners in the first half of 2022.

The company cooperates fully with Huawei in the field of computing power. Xiangjiang Kunpeng, a holding subsidiary of the company, is authorized as a partner of Huawei Shengteng, and has released dozens of Zhaohan AI products such as AI inference and AI training smart edge, and has joined hands with Huawei to participate in the construction of artificial intelligence computing centers across the country. The products have been applied to projects requiring large computing power and models, such as the Changsha Artificial Intelligence Innovation Center, Chongqing Artificial Intelligence Innovation Center, and China Unicom. According to the company announcement, Guizhou Yunshang Kunpeng Technology Co., Ltd., a holding subsidiary of the company, received the “Notice of Winning the Bid” and was determined as the successful bidder for the National Integrated Computing Network Country (Guizhou) Main Hub Center IT Equipment Procurement (Phase I) project. The winning bid price was 183.2 million yuan, and signed the “National Integrated Computing Network Country (Guizhou) IT Equipment Procurement (Phase I) Contract” with Gui'an New Area Big Data Science and Technology Innovation City Industrial Cluster Co., Ltd. The company collaborated with Huawei to launch important products, which have been applied in projects in many countries.

[Agency Research]

iFLYTEK (002230.SZ): Recently, it received intensive research from institutions such as Huitianfu Fund, Harvest Fund, Shanghai Investment Morgan Fund, and Guangfa Fund.

Fundamental analysis:The company has the core competitive advantage of the three key elements of data, algorithms, and computing power.

In terms of personalized learning manuals, in the high school book market, the number of fee-paying schools operated by the company added 300 in 2022, reaching a total of 1,400 schools. Revenue increased 12% year-on-year, the student renewal rate increased to 91%, the payment conversion rate exceeded 70%, and the output value of mature schools operated increased by 16%. In terms of the learning machine business, the company's revenue from the learning machine business increased 53% year on year in 2022, offline stores began to form a continuous flow, and revenue doubled year on year. The market space for after-school service platforms will exceed 100 billion yuan. The smart education business has great potential for future development.

With the popularity of ChatGPT, it came out of the loop. In terms of pre-training models, the company has accumulated solid relevant technology, making it one of the most widely popular Chinese pre-training models in the industry. In '22, the company further released two lightweight pre-training models for the multi-modal field, which received excellent results such as the world's multi-modal reading comprehension evaluation championship. In December '22, the company further launched the generative pre-training big model task, which will represent China in achieving a breakthrough in the field of generative pre-training big models. The company announced that it will release a product-level application of the generative pre-training big model on May 6, 2023. The future deep integration of pre-training cognitive big model technology with the company's business scenarios based on smart education and smart medical care will bring huge room for imagination to the company's development.

The translation is provided by third-party software.


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