Follow up comments
On November 30, the Shanghai stock index rose 0.03%, the Shanghai and Shenzhen 300 fell 0.40%, the gem rose 0.12%, and the China Securities 1000 rose 0.68%. Among the 11 primary industry categories of wind11, the information technology, telecommunications services and industrial indexes increased or decreased by 1.00%, 0.64% and 0.50% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are information technology, aerospace and national defense III and software, with increases and decreases of 2.51%, 1.74% and 1.48% respectively; The last three sectors are media III, electrical equipment and machinery, with increases and decreases of 0.14%, 0.09% and 0.50% respectively.
In the information technology sector, four stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Hcr Co.Ltd(688500) , Guangzhou Sie Consulting Co.Ltd(300687) and Enjoyor Technology Co.Ltd(300020) , with ups and downs of 14.40%, 13.45% and 12.99% respectively; The last three stocks were Bringspring Science And Technology Co.Ltd(300290) , Sumavision Technologies Co.Ltd(300079) and Beijing Philisense Technology Co.Ltd(300287) , with gains and losses of – 3.69%, – 3.68% and – 3.35% respectively.
In the aerospace national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Chengdu Spaceon Electronics Co.Ltd(002935) , Sun Create Electronics Co.Ltd(600990) and Aerospace Ch Uav Co.Ltd(002389) , with ups and downs of 10.00%, 7.59% and 6.87% respectively; The last three stocks were Qinhuangdao Tianqin Equipment Manufacturing Co.Ltd(300922) , Chengdu Rml Technology Co.Ltd(301050) and Chengdu Corpro Technology Co.Ltd(300101) , with gains and losses of – 6.32%, – 4.49% and – 3.81% respectively.
In the software sector, three stocks rose and fell by the limit today, and no stocks fell by the limit. The top three stocks are Surfilter Network Technology Co.Ltd(300311) , Neusoft Corporation(600718) and Dalian Zeus Entertainment Co.Ltd(002354) , with ups and downs of 19.95%, 10.05% and 9.91% respectively; The top three stocks were Perfect World Co.Ltd(002624) , Yoozoo Interactive Co.Ltd(002174) and Hangzhou Arcvideo Technology Co.Ltd(688039) , with gains and losses of – 4.32%, – 4.13% and – 3.76% respectively.
In the media III sector, there was no stock limit or stock limit today. The top three stocks are st Jianlian, Shenzhen Capstone Industrial Co.Ltd(000038) and Tvzone Media Co.Ltd(603721) , with ups and downs of 4.35%, 4.25% and 4.01% respectively; The top three stocks were Visual China Group Co.Ltd(000681) , Bluefocus Intelligent Communications Group Co.Ltd(300058) and Col Digital Publishing Group Co.Ltd(300364) , with gains and losses of – 4.37%, – 4.28% and – 3.76% respectively.
In the electrical equipment sector, 7 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Beijing Yupont Electric Power Technology Co.Ltd(688597) , Hebei Huatong Wires And Cables Group Co.Ltd(605196) and Eaglerise Electric & Electronic (China) Co.Ltd(002922) , with ups and downs of 19.91%, 10.04% and 10.02% respectively; The last three stocks were Jiangsu Yangdian Science & Technology Co.Ltd(301012) , Sunway Co.Ltd(603333) and Xj Electric Co.Ltd(000400) , with gains and losses of – 9.80%, – 8.95% and – 6.77% respectively.
In the machinery sector, 7 stocks rose and fell by the limit today, and no stocks fell by the limit. The top three stocks are Zhejiang Canaan Technology Limited(300412) , Guangdong Saca Precision Manufacturing Co.Ltd(300464) and Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) , with ups and downs of 20.04%, 20.00% and 15.20% respectively; The top three stocks were Qingdao Hi-Tech Moulds & Plastics Technology Co.Ltd(301022) , Qingdao Gaoce Technology Co.Ltd(688556) and Anshan Heavy Duty Mining Machinery Co.Ltd(002667) , with gains and losses of – 11.59%, – 10.65% and – 6.88% respectively.
Industry highlights
It is reported that NVIDIA rtx40 Series graphics card will be released in 2022, using TSMC 5nm process (c114 communication network)
According to wccftech, NVIDIA’s next-generation geforcertx40 series game graphics card equipped with “adalovelace” GPU will be officially released in 2022.
It is reported that the Taiwan factory partners cooperating with NVIDIA are preparing for the launch of geforcertx40 series next year, and the new GPU will adopt TSMC 5nm process. Foreign media believe that NVIDIA’s new “adalovelace” architecture GPU will not adopt MCM multi-chip packaging, and the “ad102” flagship GPU will still adopt single-chip design. It is said that its GPU frequency can reach 2.5GHz.
“Ad102” GPU may have up to 18432 CUDA cores, compared with 10496 CUDA cores of rtx3090. The performance of rtx40 series flagship models is expected to double that of rtx3090. In addition, the person familiar with the matter also said that geforcertx40 flagship model will be equipped with 384bit bus, and the video memory may still be 24gbgddr6x.
Gartner predicts that the global AI software market will reach US $62 billion in 2022 (c114 communication network)
Market growth will accelerate with the improvement of artificial intelligence maturity of enterprises and institutions
Gartner predicts that the total revenue of global artificial intelligence (AI) software in 2022 is expected to reach US $62.5 billion, an increase of 21.3% compared with 2021. “The AI software market is accelerating growth, but its long-term development trajectory will depend on the enterprises promoting AI maturity,” said alys Woodward, senior research director of Gartner The AI software market includes applications embedded in AI such as computer vision software and software used to build AI systems. Gartner’s forecast for the artificial intelligence software market is based on use cases, and predicts the growth mode of use cases by measuring the value of potential business, the time and risk to realize business value.
Gartner predicts that the five highest use cases of AI software in 2022 will be knowledge management, virtual assistant, self driving vehicle, digital workplace and crowdsourcing data.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
