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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.
Setting the tone that "computing power is national strength", DeepSeek-v3 is booming across the internet! The computing power Sector is leading the market.
The demand for inference computing power is increasing.
The Price Is Right For Guangdong Aofei Data Technology Co., Ltd. (SZSE:300738)
Minsheng Securities: Byte's AI opens up space for the domestic Industry Chain of computing power.
With the continuous iteration of domestic models, downstream application scenarios are expected to keep expanding, and the high demand for interactive inference will inevitably lead to emerging needs on the Hardware side.
Guangdong Aofei Data Technology (SZSE:300738) Has A Somewhat Strained Balance Sheet
Guangdong Aofei Data Technology (300738.SZ) plans to invest in Guangzhou Fupu Changyuan to layout semiconductors field.
Guangdong Aofei Data Technology (300738.SZ) announced that the company has entered into an agreement with Guangzhou Bona Information Technology Co., Ltd. (referred to as "Bona Information..."
After Leaping 30% Guangdong Aofei Data Technology Co., Ltd. (SZSE:300738) Shares Are Not Flying Under The Radar
