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Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.
On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.
Are Investors Undervaluing Kehua Data Co., Ltd. (SZSE:002335) By 30%?
Open Source Securities: AI applications are gradually emerging, and AIDC is the first to benefit.
The continuous increase in inference demand drives the accelerated release of AIDC demand, emphasizing the AIDC suppliers that focus on scarce positioning resources.
Guolian: Computing power and Electrical Utilities rise together, with a high increase in demand for AI power supply equipment.
The large-scale capital expenditure wave of leading Internet Plus-Related companies is diffusing from overseas to domestic markets, and the rapid growth in computing power demand is expected to bring a corresponding increase in Datacenter power.
Kehua Data Co.,Ltd. (002335.SZ): possesses technical reserves related to BBU.
On January 3rd, Gelonghui reported that Kehua Data Co., Ltd. (002335.SZ) stated on the investor interaction platform that the centralized backup power supply mode represented by UPS still dominates in the power supply systems of Datacenters. Compared to BBU, UPS offers advantages such as high power support, long operating time, output stability, and high reliability. The company's series products like UPS and HVDC employ reliable redundant designs from components to complete systems, featuring high efficiency, high power density, easy expansion, and on-demand capacity expansion, providing reliable, stable, and pure green power for loads. The company has technology reserves related to BBU, and is also
Kehua Data Co.,Ltd. (002335.SZ): The company has not yet made technical arrangements in the humanoid robot field.
Gelonghui reported on December 31 that Kehua Data Co.,Ltd. (002335.SZ) stated on the investor interaction platform that the company has not yet laid out any technology in the field of humanoid robots. The company is based on core technologies of Electrical Utilities electronics, integrating innovative Technology to provide intelligent computing centers, high-end power supplies, and comprehensive solutions for clean Energy.
Investors Give Kehua Data Co., Ltd. (SZSE:002335) Shares A 27% Hiding
