GuShiio.com The Nvidia GTC Annual Conference will be held from March 17 to 21.
Financial Union, February 10 (Editor Zi Long),According to recent reports, the NVIDIA GTC Annual Conference will be held from March 17 to 21. The keynote speech by CEO Huang Renxun will be held at 10:00 a.m. local time on March 18, 2025 (1:00 a.m. Beijing time on March 19). Held at the SAP Center in San Jose. At the same time, Hon Hai, as the main partner of Nvidia GB200 servers, will expand its participation, covering topics such as artificial intelligence (AI) applications, intelligent manufacturing, and nursing robots.
At present, artificial intelligence has become the focus of market attention. At the end of last year, the first version of DeepSeek-V3 was launched and simultaneously open source. After it was launched, it was released as open source and cost-effective. Recently, DeepSeek has topped the list of global downloads in the Apple App Store and Google Play Store for many consecutive days. At the same time, according to QuestMobile data, DeepSeek’s daily active users surpassed Doubao for the first time on January 28, and then exceeded the 30 million mark on February 1, becoming the fastest app in history to reach this milestone.
Debon Securities pointed out in a recent research report that on the one hand, the parameter quantity of large basic AI models has reached an inflection point, and the small models distilled by DeepSeek and others have significant low-parameter and high-performance characteristics, providing the possibility for AI localization and efficient deployment and operation; On the other hand, DeepSeek has significantly improved computing power utilization through innovations in algorithmic architecture, communication strategies, etc., and significantly reduced reasoning costs. It is expected to see an inflection point in computing power demand, making AI enter a critical period of transformation from technology-driven to demand-driven applications, promoting AI Scale deployment to Agent/Terminal/Smart Driving/Robot and other fields.
Regarding the target areas that can be focused on, in screening artificial intelligence-related concept stocks, Chuanyin Holdings, Zhongke Chuangda, and Ruiming Technology have had a high number of institutional surveys in the past year, reaching 1258, 1254, and 1221 respectively. Eston, Jardine Jiaye, Tom Cat, Haitian Ruisheng, Lege and other stocks have also received special attention from institutions. Looking at the daily limit, excluding ST shares, Lingnan shares, Dongyi Risheng, Huayang Lianzhong, Guohua Netan, Hengyin Technology and other stocks have relatively high daily limit in the past year.
Note: Artificial intelligence concept stocks ranked among the top in institutional research in the past year (data as of February 7)
