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投资要点 1、本周回顾 本周通信(中信) 上涨0gunsbetcasino.91%gunsbetcasino，同期上证指数上涨0gunsbetcasino.52%，深证成指上涨1.30%，创业板指上涨1.90%，沪深300 上涨0.56%。从板块来着，高频PCB 本周表现最佳，涨幅达5.72%，射频及天线板块相对弱势，涨幅仅为0.61%。 涨幅前三的个股为：会畅通讯(27.09%)、宜通世纪(18.00%)、ST 天喻(12.64%)。 通信行业全面回暖情况持续。此外，AI 算力指数本周涨幅为2.56%、东数西算指数涨幅为2.63%；专网领域标的佳讯飞鸿、海能达涨幅分别0.15%、8.14%。我们认为本周A 股市场已经走出震荡区间，但是持续性有待观察。通信产业驱动较多，持续催化看好全板块投资机会。运营商领域：算网一体中试平台战队成立，全国11省规模中试启动；中国移动投产首批12 个智算中心节点，算力规模达11EFLOPS；算力领域：苹果将公布AI 计划细节；AMD 数据中心GPU 收入预估超40 亿美元；3 年补贴5000 万元！10 条措施支持算力产业发展；卫星互联网：每秒267Mbps！ NASA 接收到1.4 亿英里外的太空激光通信数据。 2、季度专题（算力-大模型）：算网一体平台中试启动，算力景气度仍存2.1 算网一体中试平台战队成立，全国11 省规模中试启动：4 月29 日，在2024中国移动算力网络大会上，中国移动携手20 余家合作伙伴成立算网一体中试平台战队，围绕算力路由、全调度以太、广域高吞吐、空芯光纤四大原创技术方向，全面启动算网一体前沿原创技术中试验证。（C114 通信网）建议重点关注三大运营商：中国电信、中国移动、中国联通，算力服务器：浪潮信息、工业富联、中兴通讯、紫光股份，算力交换机：菲菱科斯等。 2.2 中国移动投产首批12 个智算中心节点，算力规模达11EFLOPS：4 月28 日下午举行的“智算凌云慧联九州”一体化算力网络新基建论坛上，中国移动副总经理介绍，中国移动已在京津冀、长三角、粤港澳大湾区、成渝、贵州、内蒙古、宁夏、黑龙江、湖北、山东等投产首批12 个智算中心节点，算力规模达11EFLOPS。 （C114 通信网）建议重点关注三大运营商：中国电信、中国移动、中国联通，液冷：英维克、佳力图、申菱环境，算力光网：长飞光纤、中天科技、中兴通讯等。 2.3 苹果将公布AI 计划细节：近日，苹果公司公布季度财报后，公司CEO 表示，苹果将很快公开其人工智能计划的具体内容。在接受路透社采访时，gunsbetcasinoHe mentioned that Apple has spent as much as $100 billion on research and development in the past five years. (official account: global Tech) it is recommended to focus on computing servers: industrial USI, Tide Information, ZTE, Hi-Tech Development, etc. AMD data center GPU revenue is estimated to exceed $4 billion: recently, AMD CEO said in a company earnings call: "data center GPU revenue is expected to exceed $4 billion (about RMB 28.88 billion) in 2024, up from the $3.5 billion we guided in January" (official account: AMP Lab) suggest to focus on computing servers: industrial USI, Wave Information, ZTE, ZTE Domestic computer chips: Haiguang Information, Cambrian, Jing Jiawei and so on. 2.53 year subsidy of 50 million yuan! 10 measures to support the development of the computing industry: on April 28, the Urban Computing Network Promotion meeting of Zhengqingha Computing Network Experimental Field was held in Zhengzhou High-tech Zone. The "Ten measures to support the Development of Computing Industry in Zhengzhou High-tech Zone" was released at the meeting. In terms of support scale, it is planned to invest up to 50 million yuan in policy subsidies in three years. (official account: project application service) it is recommended to focus on computing servers: industrial USI, Tide Information, ZTE, Hi-Tech Development, Tianyuan Dike, Computational Exchange: Firencos, etc. 3. Industry key news 3.1 Huawei's first-quarter revenue was 178.45 billion yuan, and its net profit rose 564%. On April 30, Huawei Investment Holdings Co., Ltd. disclosed its quarterly operating results in 2024. During the period, the company realized operating income of about 178.45 billion yuan, an increase of 36.66% over the same period last year, and its net profit was about 19.65 billion yuan, an increase of about 564% over the same period last year. (C114 communication network) it is suggested that we should focus on Huawei's industrial chain: Jierong Technology, Huaying Technology, Oufeiguang, Selis and so on. 3.2 "key points of work on Digital economy 2024" issued: recently, the General Office of the National Development and Reform Commission and the Comprehensive Department of the State data Bureau issued "key points of work on Digital economy 2024", proposing nine implementation measures. (C114 communication network) it is recommended to focus on three major operators: China Telecom, China Mobile, China Unicom, data elements: Yunsai Zhaopin, Oriental Guoxin, Tianyuan Dike and so on. 3.3 267Mbps per second! NASA picked up space laser communications data 140 million miles away: on April 8, NASA Deep Space Communications Technology broke the record by transmitting a copy of about 10 minutes of engineering data from deep space 140 million miles from Earth to the ground. (Vico Optical Communications) it is suggested to focus on laser communication: optical library technology, Changguang Huaxin, optical technology and so on. 3.4 the Ministry of Industry and Information Technology held a teleconference on special action to promote "signal upgrading": recently, the Information and Communication Development Department of the Ministry of Industry and Information Technology organized a teleconference to speed up the implementation of the key tasks of the Circular of the Ministry of Industry and Information Technology and other 11 departments on carrying out the special action of "signal upgrading". (communications Industry Network) it is suggested to focus on communications equipment vendors: ZTE, FiberHome Communications, Xinke Mobile, Shenglu Communications, Tongyu Communications, etc. What to see this week: top 10 gains: Huichang Communications (27.09%), Yitong Century (18.00%), ST Tianyu (12.64%), Special message (10.64%), New Asia Electronics (10.61%), ST Zhongjia (10.40%), * ST Meixun (10.28%), Orient Communications (10.24%), Shenyu (10.18%), Risconda (9.89%). The top five declines of the week: Guangzhou-Harbin Communications (- 8.98%), Tongding Interconnection (- 7.01%), Taichenguang (- 6.90%), Changfei Optical Fiber (- 6.61%), Huiyuan Communications (- 6.38%). Next week's recommendations: computing, satellite Internet, low-altitude economic infrastructure, opportunities for military communications Focus on ZTE, Runze Technology, Zhongji Xuchuang, Huagong Technology, Optics Technology, Bochuang Technology, Zhaolong Interconnection, Invik, Shenling Environment, Feiling Kos, Ziguang Guowei, Aerospace Huanyu, Jiayuan Technology, Tianyin Mechatronics, Shaanxi Huada, Shenglu Communications, July 12, Hagrid Communications, Lixun Precision, Jinxinuo. Long-term concern: operators: China Mobile, China Telecom, China Unicom; Communications Infrastructure: China Tower; main equipment: ZTE, FiberHome; Beidou: Huashan Navigation, Vibro Technology; Civil-military Integration: July 12, Sheng Road Communications; Digital currency: Chu Tianlong, Hengbao shares; Internet of things: mobile Communications, Mega Intelligence; Cloud / IDC: Sinnet, Runjian shares, Jiatu, Invik Optical modules: Zhongji Xuchuang, Tianfu Communications, Optical Technology, Bochuang Technology, Yuanjie Technology; Offshore Wind Power: Zhongtian Technology; Industrial Internet: Dongtu Science and Technology, Feilida. Data elements: Yunsai Zhaopin, Tianyuan Dike, Oriental Guoxin; Satellite Internet: creative Information, Mengsheng Electronics, Xinke Mobile, Putian Technology, Aerospace Huanyu, Jiayuan Technology, Tianyin Mechatronics, Shanghai Hankun. Risk hints: the collection progress of operators is not as expected; the upstream chip is controlled to affect product delivery; the operating costs of enterprises are rising; the development speed of commercial aerospace in China is not as fast as expected; the demand for AI computing power is not as expected. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.
[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.
