Source: data treasure
In the past week, the number of individual stocks surveyed by institutions is more than 1300, and USI (601138) has become the stock with the largest number of research institutions.
In the past week, 228 institutions have investigated USI.
In the past week, USI received the most attention, with a total of 228 institutions investigating the company, including 57 funds, 59 securities companies, 17 private equity, 10 risk capital and 29 overseas institutions. In 2023, the volume of the company's AI-related business is close to 60 billion yuan, accounting for about 30% of cloud computing revenue, higher than the 2022 level. In 2024, AI is expected to account for 40% of the company's total cloud computing revenue and 40% of the global market share of AI servers.
The company also revealed that the scale of the AI server market will continue to grow at a high speed. According to MIC and Trendforce estimates, global AI server shipments exceeded 1.25 million in 2023, an increase of more than 47 percent over the same period last year, to 1.94 million in 2024. At the same time, the capital expenditure of cloud service providers increased significantly in 2024. The capital expenditure of the world's top four cloud service providers is expected to rise from $140 billion in 2023 to more than $200 billion in 2024.
In terms of high-speed switches and routers, the company's business revenue is heating up quarter by quarter, and the trend of data center AI and network upgrading has pushed up the growth of high-speed switch shipments. while the company's global leader customer share continues to grow, the company continues to expand new customers. at present, the main customers cover the world, with a market share of more than 75%.
Shares of USI, an AI bull stock, rose nearly 70% last year and nearly 69% so far this year, hitting an all-time high.
Central control technology, Huafeng measurement and control, Honghua digital division, Shengmei Shanghai and other stocks have also been investigated by more than 100 institutions. Central Control Technology said in the survey that in the future, the company will continue to fully seize this development opportunity, deeply integrate artificial intelligence technology, build the core competitiveness of "AI+ data", and maximize the value of data and the interests of customers. At the same time, the company will accelerate the wide application of industrial AI in various scenarios and the landing of the whole scene, and achieve industrialization development, so as to complete the transformation and upgrading to an industrial AI company.
In addition, the company plans to hold a global press conference in June this year to release the first AI timing model TPT (Time-SeriesPre-trainedTransformer) in the process industry, which acts in the field of plant operation and decision optimization in the process industry, realizing multi-level decision optimization such as device operation process, control strategy and parameters, and giving wisdom to the device, which is also the change brought by the company's use of advanced AI technology for the industrial production process.
Similarly, Wanda Information (300168), which has the concept of artificial intelligence, has also obtained research from more than 100 institutions. According to the company's research, the total area of the company's computer room is about 5000 square meters, some of which are rented to Shanghai Medical Insurance, and some for self-use and other customers, with a total of more than 130 cabinets. If the computer room is full, it can hold about 1000 cabinets.
In terms of supercomputing, Wanda Information has purchased not only the Nvidia A100, but also V100 and other GPU cards, which can be used in the research and development of algorithms related to artificial intelligence, including large model pre-training, industry vertical model performance tuning and so on. In addition, the company can also rent third-party computing power to meet the needs of large models, small models, machine learning and so on.
In terms of large models, Wanda information vertical large models focus on the company's two main businesses in the field of health care and smart cities. In the field of medical and health care, Lingsu, an accurate health cognitive computing system, integrates OCR and large model capabilities, and can provide a number of intelligent services for post-examination health management, including identification and detection of physical examination reports, report interpretation and health intervention. At the same time, Zhitang AI provides personalized health management services for 700000 + diabetic patients.1uparcadeBai Zexiao medical model combines the service requirements of medical public health and health management, and innovates and empowers all kinds of application scenarios, such as real-time knowledge question and answer, event and medical record content understanding, multimodal medical record generation, assistant diagnosis and treatment decision-making and specialized disease health management, and has applications for B-end and C-end. In the field of smart cities, the company empowers large model capabilities to urban governance and community services. For example, the task of information collection and form filling of community workers is very heavy. Through the large model, information extraction, identification and collection can be carried out automatically to empower the community grass-roots level and help them reduce the burden.
To sum up, AI can be used in more than 100 scenarios, including auxiliary medical care and public health, government affairs, policy Q & A consultation, document generation and burden reduction at the grass-roots level.
Undervalued stocks with skyrocketing performance are targeted.
According to Securities Times data Bao, among the listed companies surveyed by institutions in the past week, Vosges (002083), Hals (002615), Guizhou Tire (000589), Haosheng Electronics,
