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The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.
Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.
China Securities Co.,Ltd.: The surge in AI electricity usage signals the start of a new journey for the power Industry Chain.
The demand for intelligent computing will drive the demand for new data centers, with Electrical Utilities equipment and temperature control equipment being the two segments that hold a relatively high value in the construction of IDC data centers.
Feilong Auto Components (002536.SZ): Currently, the main clients and sample exchanges in the civilian sector include China Power Investment, Shenzhen Envicool Technology, Xiaomi Autos, XPeng Autos, and others.
On January 13, Longzhonghui reported that Feilong Auto Components (002536.SZ) stated in a recent investor relations activity that the main clients and sample exchanges in the civil sector currently include more than 50 companies such as State Power Investment Corporation, HP Project, Xi'an Tiantai, Jiangsu Aitis, Yaho Electronics, Shenzhen Xingqihong, Shenzhen Envicool Technology, Infineon, Guangzhou Gaolan, Xiaomi Autos, L Project, Xpeng Motors, Zongshen Aviation, Volvo AB Unsponsored ADR Class B, Dongfeng Pain, and others.
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.
Shenzhen Envicool Technology (SZSE:002837) Is Very Good At Capital Allocation
Shenzhen Envicool Technology Co., Ltd.'s (SZSE:002837) Shares Climb 27% But Its Business Is Yet to Catch Up
