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Open Source Securities: GB200 released focusing on new opportunities for optical communication, liquid cooling, and communication connectivity
On March 18, Nvidia unveiled a variety of new computing power products at the GTC conference, including HGX B100, DGX B200, GB200 servers, and matching NVLINK, Quantum X800, and Spectrum X800 switches.
Zheshang Securities: Industrial software is the core link of new quality productivity and is expected to usher in multiple growth drivers
The Zhitong Finance App learned that Zheshang Securities released a research report stating that the analysis of investment opportunities on the industrial software circuit gives priority attention to R&D, design and production control industrial software opportunities. In recent years, China's domestic R&D design and production control industrial software has continued to make breakthroughs. With China's requirements for new quality productivity and the continuous advancement of new industrialization processes, the overall localization rate of China's core industrial software is still at a low level, and core industrial software tracks such as CAD, CAE, PLM, DCS, and PLC are expected to lead to important development opportunities. Recommended target: Baoxin Software (600845.SH) (domestic production)
Baoxin Software (600845.SH): has always maintained exchanges and cooperation with Huawei
Gelonghui March 12 | Baoxin Software (600845.SH) said on the investor interactive platform that the company has always maintained exchanges and cooperation with Huawei.
Open Source Securities: The inflection point of the liquid cooling industry in the high-density AI era is gradually approaching
As the demand for artificial intelligence computing power continues to grow, liquid cooling can better meet AIDC's cooling needs, and liquid cooling is expected to be deployed at an accelerated pace in the AIDC scenario.
Baoxin Software (600845): The State Assets Administration Commission promotes the development of AI by central enterprises Baoxin Software's AI layout has great potential
The State Council's State-owned Assets Administration Commission hopes that central enterprises will firmly promote AI to empower the industry and maintain the “buy” rating. On February 19, 2024, the State Council's State-owned Assets Administration Commission held a special promotion conference on artificial intelligence for central enterprises, stressing that central enterprises should develop artificial intelligence
Baoxin Software (600845): Large PLC with internal and external resonance, large domestic replacement space
Leaders of the Ministry of Industry and Information Technology inspected Baoxin, hoping that key products will be fully replaced by domestic production and maintain the “buy” rating. On the afternoon of January 31, 2024, Director Wang Yanqing of the Information Technology Development Department of the Ministry of Industry and Information Technology and his entourage went to Baoxin Software for research. Director Wang Yanqing
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