Leading listed companies in artificial intelligence chips (with the three leading companies leading
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Since the second half of the year, the trend of technology stocks has been strong, with concepts such as artificial intelligence, chip replacement, and facial recognition gaining momentum. Chip concept stocks have become one of the hot topics of speculation in the market, and since their debut, they have soared all the way. On September 20th, they reached a new peak. As of Wednesday afternoon trading, Tongfu Microelectronics had a stop, Ziguang Guoxin had a rise of over 9%, and Silan Microelectronics, Zhaochi Shares, Suzhou Guzhen, Zhongying Electronics, and National Technology had a rise of over 5%.
However, in the first half of the year, technology stocks fell continuously due to inflated valuations. Can the chip sector continue to emerge from the bullish market? On Monday, Nvidia reached a record high for chip stocks, closing up 4.13% and hitting a historic high of $191.20 during the session. The stock's stock price has surged 187% in the past year, while the S&P 500 index has risen 17% during the same period.
Over the past 21 months, the cumulative increase has exceeded 450%. Recently, many institutions have raised the target price to $200 or more. Last Friday, Evercore ISI set the target price of the stock to $250, which is the highest price of the stock at present. In the wave of new technologies, Nvidia is the world's leading inventor of visual computing technology and graphics processing unit (GPU). Its business has rapidly expanded from GPU to artificial intelligence, autonomous vehicle New technologies such as cloud computing will become a major supplier in the $30 billion artificial intelligence chip market in the future, becoming a benchmark for chip stocks.
Compared with the rise of NVIDIA, the chip concept stocks in A-share market may have a long bull market at the beginning, and each time NVIDIA breaks a new high, it will stimulate the rise of chip concept stocks. AI chips enter an accelerated development period, and AI chips are chips that can enable deep learning algorithms to execute faster and with lower energy consumption. With the rapid development of artificial intelligence, the demand for AI chips in various aspects will be increasing.
Recently, giants such as Apple and Huawei have announced that smartphones are equipped with AI chips, and terminal intelligence will become standard equipment. According to a report from China Industrial Development Research Network, the market size of artificial intelligence chips reached 600 million US dollars in 2016, and is expected to reach 5.2 billion US dollars by 2021. The annual compound growth rate of the artificial intelligence chip market is 53%, which is in a rapid growth trend and has huge potential for future development.
Can chip concept stocks continue to rise? Recently, chip concept stocks have continued to rise. Since Huawei released the world's first mobile AI chip on September 3, it has sparked enthusiasm for chip stocks to go long. The entire chip sector has achieved gains in nearly 90% of the stock period, among which the three leading chip stocks have accumulated the top three gains, including the cumulative increase of 64.05% for Science and Technology Innovation, 47.61% for National Science and Technology Micro, and the rise of Fuhan Micro.
30%。 In addition, 16 chip concept stocks, including Quanzhi Technology, Yingfang Microelectronics, Zhaoyi Innovation, and Shilan Microelectronics, also saw a cumulative increase of over 10%.
List of recommended individual stocks by relevant institutions:
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