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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..."
Guangdong Aofei Data Technology (300738.SZ): Plans to acquire 10.99% of the property share of the industrial investment fund for 4.69 million yuan.
On November 29, Glorious Union announced that Guangdong Aofei Data Technology (300738.SZ) signed a "Property Share Transfer Agreement" with Guangzhou Bona Information Technology Co., Ltd. (hereinafter referred to as "Bona Information"), transferring 10.9890% of the property share it holds in Guangzhou Fupu Changyue Venture Capital Partnership (Limited Partnership) (hereinafter referred to as "Industrial Investment Fund", "Partnership") for 4.69 million yuan. The fund is invested in the semiconductor field, with current projects targeting automotive and industrial control sectors.
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