Today, led by heavyweight stocks, the Shanghai Composite Index has surpassed the 3800 mark, and the index clearly shows a trend of accelerated growth. The slow bull market is established, and the interim corrections cannot change the upward trend. Regardless of how the index fluctuates, for investors, selecting good individual stocks is the right path. Since the beginning of the year with DeepSeek, the market has consistently operated around this main theme, continuously exploring various speculative topics such as AI, artificial intelligence, computing power, chips, etc., involving a wide range of fields.
Therefore, in the future, the stock selection strategy can be based on this main theme to layout potential stocks.Thanks toDeepSeek‘s explosive growth at the beginning of the year, almost all internet entry points have integrated and deployed the latest large models, which has greatly enhanced the popularity of AI and increased the demand for computing power. Major cloud vendors have significantly increased their procurement of computing power chips and are building data centers to provide computing power on a large scale. The continuous growth in demand has made the growth rate of computing power chips steeper, and domestic chips are ushering in an unprecedented development opportunity this year, with related companies likely to catch up with a new round of rapid development opportunities.
Hezhong Sizhuang (002383):On August 21, Beijing Hezhong Sizhuang Technology Co., Ltd. and Henan Remote Sensing Institute signed a strategic cooperation agreement. The two parties agreed to carry out in-depth cooperation in areas such as technology collaboration, application transformation, talent cultivation, academic collaboration, and scientific research innovation, leveraging strategic synergy to contribute to the high-quality development of the geographic information industry in Henan Province.The company previously released the “Tianqin Second Generation” high-precision satellite-based enhancement baseband chip developed for the Beidou III system, as well as the new series of high-precision boards, Phantom and Vega.The above views are for reference only.