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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.
Should You Be Excited About Range Intelligent Computing Technology Group Company Limited's (SZSE:300442) 22% Return On Equity?
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.
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.
Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.
