No Data
No Data
Nanshui sold more than 0.3 billion yuan of Maotai, while Beishui further bought more than 0.4 billion Hong Kong dollars of Tencent.
Track the latest trends of north-south directional funds.
Northbound capital sold a net of 4.183 billion yuan worth of A-shares, and contrary to the trend, increased holdings of BYD Company Limited, Cambricon Technologies, and Agricultural Bank of China.
The northbound funds sold a net of 4.183 billion yuan of A-shares today. Among them, kweichow moutai, wuliangye yibin, and zhongji innolight suffered net sales of 0.336 billion yuan, 0.27 billion yuan, and 0.227 billion yuan respectively. BYD Company Limited, Cambricon Technologies Corporation, and Agricultural Bank of China received net purchases of 0.41 billion yuan, 0.257 billion yuan, and 0.254 billion yuan respectively.
After the Recent Decline, Cambricon Technologies Corporation Limited (SHSE:688256) CEO Tianshi Chen's Holdings Have Lost 6.6% of Their Value
Industrial midterm strategy of Minsheng Securities: Cloud integration is the trend, paying attention to supply chain transformation opportunities.
Major manufacturers have also been introducing AI terminals, and cloud integration has become the next trend for industrial development. In the supply chain revolution, the fully upgraded computing power industry chain is also worthy of attention.
Huafu Securities: How to calculate the computing power required for large-scale AI text model training?
Zhītōng Cáijīng APP has learned that Huáfú Securities issued a research report stating that, according to the formula for calculating supply and demand on the demand side, assuming that the industry growth trend continues to follow Scaling Law, and through assumptions on Nvidia GPU's FP16 computing power, training market, computing power utilization rate, etc., the GPU demand is derived. Using Nvidia Hopper/Blackwell/next-generation GPU card FP16 computing power as the reference, the bank believes that the global demand for GPU on the text-based large model AI training side in 2024-2026 will be 2.71/5.92/12.44 million units. It is recommended to pay attention.
Research Nuggets丨Huafu Securities: First Cambrian “buy” rating, which is expected to continue to benefit under the booming trend of AI
According to the Huafu Securities Research Report, AI computing power is a top priority for domestic production, and there is broad scope for future development. As a domestic AI chip leader, Cambrian (688256.SH) is expected to continue to benefit from the gradual construction of product advantages. Furthermore, the domestic policy side continues to provide policy support, and the company is expected to receive more orders in domestic intelligent computing construction to support the company's rapid growth. The bank believes that the company, as the target of scarce domestic AI chips, is expected to benefit from the booming development of the AI industry and the dual logic of replacing domestic computing power, so it can enjoy a certain valuation premium. It is expected that the company will