It is reported that since the beginning of this year, Samsung Electronics and SK Hynix’s high-bandwidth memory (HBM) orders have increased significantly.
I am Band Warfare (official account: boduanzf).
China Power Xingfa – the company’s hyper-integrated cloud storage nodes and AI heterogeneous computing servers and other products have been applied to many big data computing power center projects.
Xiang Fenghua – signed a strategic cooperation agreement with Qingtao Energy in Kunshan.
Yuanwang Technology – The company plans to launch virtual human live broadcasting and other businesses in 2023, and plans to use the company’s technical advantages accumulated in the past to achieve efficient and low-cost AIGC content generation.
The potential for upgrading existing lines in developed countries is large.
Sinoma International – the company’s newly built increment mainly comes from the infrastructure needs of countries along the “the Belt and Road”, such as Africa, the Middle East, Southeast Asia, etc.
In short, the index has no risk, but the short-term relay should be cautious.
According to the 15-year service life of ordinary household light vehicles, this ban will ensure that the EU will achieve zero greenhouse gas emissions by 2050.
The goal of the agreement is to stop selling new fuel cars and minivans in the 27 countries of the European Union in 2035.
The two-way circulation and policy support of the “the Belt and Road” international project after the epidemic, the performance elasticity of comparable consumption, and the performance of the international project orders and gross margin increase will exceed expectations.
The above content is an objective analysis of news and data, and does not constitute investment advice.
Working together with CPU and GPU can significantly improve the learning and computing performance of the server.
Compared with other DRAMs, HBM has significantly improved the data processing speed by connecting multiple DRAMs vertically.
Related companies: Dow Technology-the company’s graphene conductive agent and carbon nanotube conductive agent can be applied to energy storage batteries and solid-state batteries.
Today’s high pressure is around 3310 points, and the low support is around 3270 points.
However, the sentiment of individual stocks is extremely low, with the number of trading limit reduced to more than 20, the number of consecutive boards only 3, and the height of consecutive boards reduced to 2, which is a low short-term sentiment.
Operation strategy Although the market rose slightly yesterday, the short-term trend is upward, and there is not too much risk.
1、 Hot spot prospect (2.15) Hot spot 1: logic overview of solid state battery: 1.
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The conference on key materials for solid-state batteries will be held soon.
The two sides will reach comprehensive strategic cooperation in the research, development and supply of key technologies of high specific capacity anode materials for solid/semi-solid batteries.
With the help of this technology and Baidu’s ChatGPT project, it is expected to launch a more natural high-fidelity virtual image to talk with users.
Hot spot 3: semiconductor logic overview: ChatGPT fire has brought new opportunities for the development of storage business for Samsung Electronics and SK Hynix.
Fengyuzhu – is trying to connect the digital people created by the company to ChatGPT II.
The European Parliament passed the 2035 European Agreement on the Zero Emission of New Fuel Cars and Small Trucks.
In the past 10 years, the “the Belt and Road” has become a popular international public product, marking a new height of international economic cooperation.
Hot spot 2: Overview of construction engineering logic: this year marks the 10th anniversary of the “the Belt and Road” initiative.
Related companies: Guoxin Technology – The company is currently studying and planning 2.5D chip packaging technology for multiple HBM memory.
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Hotspot 4: Overview of meta-universe logic: Recently, Baidu’s company’s patent for “virtual object-driven method, training method and device for deep learning network” has been granted.
Related companies: Hubei Broadcasting and Television – the company’s Qianworld has been able to support the entry of virtual people and digital people, and a large number of scenes in the future Qianworld will be generated based on AIGC.
Related companies: Sinosteel International – the company has achieved good performance in the “the Belt and Road” green steel services, and the newly signed overseas business contracts will account for 37% in 2022.
Jiawei Xinneng, a subsidiary of Jiawei Long Energy, is a kind of solid-state battery.
