从长远看，这与云计算行业及金山云的布局有关。随着人工智能发展，未来如云计算等这类产业，不会受到全球战争、贸易战影响，而且仅国内需求就供不应求，近年内必将迎来高增速。Jinshan Cloud receives funding from the south, bucking the trend to grab funds
Recently, Jinshan Yunmei shares ushered in a round of strong gains. The reason for this is that the dust has settled on the US election, US stocks have benefited from high-tech factions. Next, chips and artificial intelligence will be the core of development. Meanwhile, Jinshanyun released its three-quarter report yesterday, and its performance is stable and improving.
As a cloud computing target with dual major listings, Jinshan Cloud (03896) has recently been very popular with southbound capital in Hong Kong stocks. As of November 19, Southbound Capital once again increased its holdings of Jinshanyun. Currently, Hong Kong Stock Connect holds 0.707 billion shares, accounting for 18.58% of total shareholding, with a net increase of 0.286 billion shares in the past 20 days. Moreover, since Jinshan Cloud has been incorporated into the Hong Kong Stock Connect, the turnover rate is also very high, and it has also obtained a lot of short-term benefits for small and medium-sized investors who like to fight fast and make quick decisions.
In the long run, this is related to the cloud computing industry and the layout of Jinshan Cloud. With the development of artificial intelligence, future industries such as cloud computing will not be affected by global wars or trade wars, and domestic demand alone will be in short supply, and will surely usher in a high growth rate in recent years.
Jinshan Cloud did not announce the expansion of its artificial intelligence business before, but inferred from known information, starting in the second half of this year, the company has already laid out and built artificial intelligence servers, and is cooperating with the top company Baichuan Intelligence to build them. The company previously claimed that it had reached cooperation with dozens of leading unicorn model companies, but did not disclose the exact name of the company. According to a bold inventory, the well-known model “The Six Little Dragons” 10,000, intelligent spectrum AI, MiniMax, and the Dark Side of the Moon may all be among them. If not clearly announced, there is probably a commercial confidentiality agreement.
Furthermore, Jinshan Cloud itself was split from Jinshan Software and is very familiar with the software business. As an established cloud service company, Jinshan Cloud is more aware of the cloud support, service capabilities, and demand conditions required in the artificial intelligence development process, and is also rich in existing customer resources. Therefore, there is a high probability that it will take off in the midst of this wave of artificial intelligence industry explosions, and it is expected that it will continue to grow in the second half of the year.
I believe that after the second round of the bull market and the first wave of brokerage stock speculation is over, the world of artificial intelligence stocks will arrive, and Jinshanyun is now below the potential target of valuation.
