The demand for AI servers is surging, and the trillion-dollar market potential is waiting to be tapped! Expose those low-key concept stocks (list)

Data is a priceless treasure

Data treasure is a precious resource that can bring huge value to enterprises. By collecting, analyzing and leveraging data, companies can better understand market trends, customer needs and business operations. Data treasure can help enterprises make more informed decisions and provide them with a competitive advantage. Therefore, the importance of data treasure cannot be ignored in modern business

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With the substantial increase in computing power, computing power infrastructure such as servers has become an urgently needed equipment

It can be known from the reports of the 2023 AI Tech Day and the first Artificial Intelligence Ecological Development Summit that the update speed of large AI models is getting faster and faster, and manufacturers’ investment in intelligent computing power has also increased significantly. Therefore, Demand for high-end AI servers capable of supporting storage and training has also increased dramatically. Many AI server manufacturers' orders this year are mainly focused on high-end AI servers. According to industry insiders, with the rapid iteration of large AI models, intelligent computing power has become scarce. For a long period of time in the future, China's AI server market will remain in short supply, and the scale of the domestic AI chip market will usher in key development opportunities

annual compound growth rate of the global artificial intelligence server market Reaching 17.3%

In the application of AI and other related emerging fields, as well as the vigorous development of cloud computing and supercomputing centers under the "Eastern Data and Western Counting" policy, the demand for data computing and storage has increased exponentially, and With the substantial increase in computing power, computing power infrastructure such as servers has become an urgently needed equipment

IDC and Inspur Information jointly released the "2023-2024 China Artificial Intelligence Computing Power Development Assessment Report". According to the report, China's artificial intelligence server market will reach US$9.1 billion in 2023, an increase of 82.5% from last year, and will grow to US$13.4 billion by 2027, with a compound annual growth rate of 21.8%

According to report forecast , China's intelligent computing power scale will grow at a compound annual growth rate of 33.9% from 2022 to 2027, while the general computing power scale will grow at a compound annual growth rate of 16.6%. The size of the global artificial intelligence hardware market (servers) is expected to grow from US$19.5 billion in 2022 to US$34.7 billion in 2026, with a compound annual growth rate of 17.3%; among which, the server market for running generative artificial intelligence will account for the largest share of the overall artificial intelligence market. The share of the intelligent server market is expected to increase from 11.9% in 2023 to 31.7% in 2026

According to the "2023 China Intelligent Computing Center Industry Development White Paper" released by iResearch, China's intelligent computing power It will account for 22% of all computing power in 2022. From the perspective of server structure, general servers will account for 93.2% of the total number of servers in 2022, while AI servers will only account for 6.8% of the total number of servers.

12 concept stocks have received "positive recognition" from institutions Type” rating

Data treasure is a valuable resource that can bring huge value to enterprises. By collecting, analyzing and leveraging data, companies can better understand market trends, customer needs and business operations. Data treasure can help enterprises make more informed decisions and provide them with a competitive advantage. Therefore, the importance of data treasure cannot be ignored in modern business. Statistics. As of the latest closing, among the 23 A-share AI server concept stocks, 4 stocks have seen their share prices increase by more than 100% since this year, among which

高新发展

occupies the top spot with an increase of 362.98%. In terms of specific concept stocks,

Tongfang Shares

has products with two technical lines, Shengteng and Nvidia, in the AI ​​server; Zhiwei IntelligenceIn the server part, the storage launched , computing and AI server products; Inspur Information ranks first in the global AI server market in terms of market share in the field of artificial intelligence servers; Hongxin Electronics has actively deployed low-cost, high-efficiency A business type with specialized domestic AI computing power server production and assembly capabilities. From the perspective of valuation indicators, there are 5 stocks with a rolling price-to-earnings ratio of less than 30 times. Among them, ZTE's rolling price-to-earnings ratio is 13.22 times, which is the lowest. Followed by Fii Industrial, Digital China, Jingwang Electronics and Ziguang Group

From the perspective of institutional ratings, 12 concept stocks received "positive" ratings from more than 5 institutions,

ZTE

is the most favored by institutions, with a total of 20 brokerage research reports covering it; followed by Fii, Sugon, Digital China, Unisplendour, Inspur Information, etc.

Statement: Data treasure is a valuable resource that can bring huge value to enterprises. By collecting, analyzing and leveraging data, companies can better understand market trends, customer needs and business operations. Data treasure can help enterprises make more informed decisions and provide them with a competitive advantage. Therefore, the importance of data treasure cannot be ignored in modern business. All information content does not constitute investment advice. The stock market is risky, so investment needs to be cautious.

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