According to official information from Huawei, the 2024 Huawei Data Storage Lunar New Year product launch will be held on February 20. Huawei continues to innovate in the field of ICT infrastructure, develop advanced data storage capabilities, and exert the foundation for “secure storage, availability, circulation, and good use” of data assets. At the same time, Huawei is working with customers and partners to promote data infrastructure construction and accelerate the digital and intelligent upgrading of thousands of industries. It is reported that this press conference will unveil the latest strategy and series of new products in Huawei's data storage industry.

Recently, the large artificial intelligence video model “Sora” released by OpenAI has attracted attention. The amount of video data is larger than in the graphic era, and the massive amount of generative video (especially 3D spatial video) poses a huge challenge to transmission and storage. Zhongtai Securities believes that the storage circuit's triple logical resonance, price increase, localization, and AI innovation are sector opportunities. Currently, stock prices are low, and it is recommended to focus on relevant targets.

According to the Finance Federation's theme library, among the relevant listed companies:

The nmcard memory card developed by Lexar Lexar, a wholly-owned subsidiary of Jiang Bolong, is a new standard storage format exclusively designed by Huawei. The area is 34% smaller than mainstream general-purpose memory cards in the market. It is comparable to nanoSIM cards. It can share a SIM card slot, and is plug-and-play.

Jin Huawei, a subsidiary of Tianyuan Dike, is one of Huawei's general distributors for government and enterprise services. Its main business is to provide ICT products and value-added services to government and enterprise customers, and is an agent of Huawei OceanStor storage products.