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Ziguang Co., Ltd. (000938): Seize the full stack layout of the cloud network security storage terminal in the highland of AI computing power
Guide to this report: The company has the entire ICT industry chain and cloud service service capabilities. Based on the “Cloud Network Security Storage” full-stack layout, in the context of AIGC driving the demand for intelligent computing centers, the revenue of related products is rapidly increasing, and future revenue growth is likely to exceed expectations
國泰君安Apr 16 08:21
Express News | The market value of 43 individual shares increased their northbound capital holdings by more than 50 million yuan, and Ningde Era ranked first with an increase of 726 million yuan in holdings
BreakingsApr 3 09:13
Express News | Ziguang Co., Ltd. invested in the establishment of an ecological technology company with multiple AI businesses
BreakingsMar 28 11:01
Express News | Shanghai Securities: The quantum communication industry is expected to usher in a broad market space
BreakingsMar 27 09:12
Guoxin Securities: The three major operators are expected to benefit from successive AI server collection processes related to domestic computing power
The three major operators are actively deploying computing power, and Telecom and Mobile have begun collecting AI servers one after another.
Zhitong FinanceMar 26 16:57
Oriental Securities: The development of major models such as KMI and Step Star is expected to continue to drive demand for computing power
As the number of visits to large models such as Kimi continues to increase, the length of long text increases, and the number of model parameters and training tokens increases, the demand for inference computing power and training computing power is expected to continue to increase. In the wave of computing power, localization of computing power is a long-term trend, and demand is expected to continue to rise.
Zhitong FinanceMar 25 11:13
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