October 26, 2023 is a Thursday. Through last night's review, Yuansheng discovered that a certain stock is slowly trending recently and is constantly climbing... ................................................................. ................................................................. ................................................................. ................................................................. ................................................................. .............................
It has the most popular computing power topics at present, please see----------------------------------------- ------------------
Investor: The technical difficulty of wind power spindle bearings is very high. Currently, they are mainly monopolized by foreign companies. They are the components with the lowest localization rate in the wind power industry. The product prices and gross profit margins are very high. What is the progress of the company's spindle bearing research and development? When can it be put on the market and replaced by domestic products? How many megawatts of wind turbines can the main shaft bearings developed by the company be applied to?
Company reply: Hello investors! The company completed a breakthrough in the key process of the main bearing in June 2023, and the main bearing production line was put into production in October 2023. The first main shaft bearing sample has been trial-produced and will be exhibited at the Beijing Wind Energy Exhibition. Everyone is welcome to attend! The sales of spindle bearings require customer certification, bench testing and other processes, and are expected to be officially launched on the market in 2024. The main shaft bearings developed by the company can be applied to 4-16MW wind turbines currently on the market. Thank you for your attention!
Investor: Dear Secretary, hello, the market expects that the United States will further restrict the export of NVIDIA H800 chips. Does your company have an alternative for the supply of computing chips? Are you considering Huawei computing chips?
Company reply: Hello dear investors! Shanghai Runliuchi Technology Co., Ltd. has diversified supply channels, and the NVIDIA H800 supply is stable and continues to arrive. At the same time, the company will also actively connect with upstream and downstream computing power and domestic computing power teams to expand various businesses and lay a solid computing power foundation for the development of the domestic artificial intelligence industry. Thank you for your attention!
Investor: AI computing power consumes several times more energy than the ordinary computing power of the original CPU. It is a high-energy-consuming project. Obtaining energy consumption indicators is one of the key factors for the smooth progress of the project. The company is the first to implement large-scale intelligent computing in many places. Will higher barriers be formed after gaining the first-mover advantage in energy consumption indicators? Avoid over-investment and disorderly competition in the industry?
Company reply: Hello investors! Indeed, AI computing power is a highly energy-consuming project. When conducting AI computing power projects, obtaining energy consumption indicators is one of the most critical factors, because high energy consumption will not only increase costs, but also have a negative impact on the environment, so energy consumption needs to be controlled and optimized. For the company, the company is a green power company and can obtain energy consumption indicators by participating in the government's energy policies and plans. Secondly, the company takes the lead in launching large-scale intelligent computing centers and can gain first-mover advantages in energy consumption indicators. Energy consumption indicators can form certain barriers, thereby reducing the entry of other competitors. Thank you for your attention.
Investor: Hello, Secretary of the Board: There are rumors on the Internet that the United States may ban the sale of Nvidia H800. As the first company in the country to deliver 1,000P-level computing power, "Runliuchi" has made relevant reserves for the supply of H800 models? Thanks!
Company reply: Hello investors! Shanghai Runliuchi Technology Co., Ltd. currently has relevant supply reserves and is steadily arriving. Thank you for your attention!
Investor: Hello, Secretary to the Board, last time you said that the company will complete the delivery of 1,000P cluster* to customers in the near future. Has the customer completed the testing, certification and passing of the intelligent computing cluster capabilities of the company's computing power leasing business? When the company provides computing power rental hardware services to customers, can it provide customers with customized software services? and other differentiated personalized services?
Company reply: Hello dear investors! Shanghai Runliuchi Technology Co., Ltd. was launched in August 2023. On September 22, it has completed the construction of the first phase of 1,000P-level intelligent computing center and delivered it to Baidu, China Unicom and related industry customers. The Runliuchi team focuses on computing power construction, including computing power construction, computing power scheduling, computing power empowerment, computing power security, green computing power and other services. The company not only provides hardware rental of computing power, but also is a provider focusing on GPU high-performance computing research and development, node construction and maintenance, and overall software and hardware solutions. The company is committed to promoting the construction of computing power networks and creating a computing power base for computing networks and smart computing. The company has the cloud computing infrastructure capabilities to provide computing network performance, ultra-low latency and ultra-large data transmission for new 5G/6G application scenarios such as graphics cloud computing, AI artificial intelligence, HPC high-performance computing, and industrial Internet. It can provide general artificial intelligence We provide professional computing services for model training and reasoning, life sciences, film and television rendering, blockchain, cloud games, autonomous driving and other industries. We also provide research and development training for domestic large models and the intelligent upgrading of 'AI+' industries in various industries. , providing highly cost-effective computing power services.
It is a slippery stock. Yuansheng decided to look for opportunities to buy it during the session.
In the morning, stocks fell by 8.98%, Yuan Sheng is waiting...................................... ............................
At 11:25, when the sliding stock fell back to the auspicious number of 44.88 yuan, Yuansheng bought decisively, and finally controlled the cost at 44.98 yuan to end the battle on the first battlefield.
Zhang Sheng: "It has risen so much, do you still dare to buy it?"
Yuan Sheng: "First, it ranks first in terms of computing power among A-shares; second, it is trending. I would buy less of such a stock because the risk can be controlled."
Zhang Sheng: "It makes sense. If you pay equal attention to risk-taking and stability, it will be easier to make money...................... .............................”
(Written at night, 17K Novel Network can add words at any time)
