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. … Read more
Click to follow us ⋙ Macroeconomic Analysis ⋘ In the fierce competition within the technology sector, the importance of the semiconductor industry is self-evident. In recent years, with the changing international landscape and the increasing urgency for technological self-sufficiency, the process of domestic semiconductor substitution has been accelerating, and we are now witnessing a critical … Read more
Market Expectation Analysis for Dongyangguang (600673.SH) 1. Industry Development Prospects Liquid Cooling Technology Industry With the explosive demand for AI computing power, the power density of data center cabinets has surpassed 50kW, making traditional air cooling technology inadequate for heat dissipation. The penetration rate of liquid cooling technology is accelerating. Dongyangguang has established a full … Read more
Click↑↑↑「Blue Text」 to follow our official accountEditor An An’s private account: dianduquan (This image is unrelated to the promotion and article) (Source: Advanced Manufacturing New Perspective) Investment Rating: Buy (Maintain) 1 Rising demand for computing power drives capital expenditure in the PCB industry According to IDC data, global server sales are expected to reach $95.2 … Read more
>> Behind a server PCB worth 12,000 yuan lies a hidden story of breakthroughs in domestic high-end manufacturing equipment. The global PCB industry is undergoing a technological revolution driven by AI computing power. In 2024, the total global PCB output value is expected to reach $73.346 billion, a year-on-year increase of 5.8%, with the market … Read more
In the ongoing wave of technological advancement, the technology sector on August 13, 2025, once again became the market focus. Multiple fields are showing strong development momentum, bringing numerous surprises and opportunities for investors and technology enthusiasts. On that day, the A-share technology sector saw a pleasing increase. As of 11:28 AM, the communication equipment … Read more
Huawei’s New Technology According to the Science and Technology Innovation Board Daily, Huawei will release an AI SSD on August 12, which reduces the reliance of AI inference on HBM technology. The core principle is to efficiently utilize multi-level KV-Cache cache data that occupies HBM/DRAM, as well as persistently store long sequence text (to SSD), … Read more
As the cost of computing power for training large models reaches tens of millions of dollars, and the power consumption of a single GPU exceeds 700 watts, the cost-performance bottleneck of ‘general-purpose chips’ is gradually becoming apparent. At this time, a chip tailored for specific AI tasks—AI ASIC—has become a new choice for tech giants … Read more
A data center in Zhongguancun, Beijing, tests a newly arrived cluster of NVIDIA H20 chips. Performance reports indicate: single card FP32 computing power of 9.2 TFLOPS, which is only 32% of the A100 chip from three years ago. This seemingly compromised product, however, writes an intriguing chapter in the history of global semiconductors. 1. The … Read more
Click👆Tech Insights👇Follow me and add★Star★ Introduction I have always been curious why Intel and AMD do not separate the NPU (Neural Processing Unit). Combining it with the CPU in such a small space certainly compromises AI performance, which can only meet basic needs at best, which is quite a pity. Recommended for You Download the … Read more