Xinchuang started one after another: on August 24, the 2023 China Xinchuang Industry Development Conference was held in Chengdu, with the participation of leaders of Xinchuang Alliance, industry experts and well-known Xinchuang enterprises from all provinces, autonomous regions and cities across the country. During the conference, the "Financial Science and Technology Independent Innovation White Paper (2023)" was released to promote the high-quality development of financial services enabled by Xincheng Financial Science and Technology, and the construction of financial credit creation entered an accelerated period.

the demand for upgrading computing power brought by the AI model will continue to benefit the data center industry chain and the user experience of AI applications will continue to improve: on August 24, Ali international station released the first AI foreign trade product, which is closely integrated with the whole link of digital foreign trade and includes two major services: business assistant and OKKI AI, the president of Ali International Station believes that AI application has entered a "long-distance running period" combined with the industry ". Liu Qingfeng, chairman of iFLYTEK, announced that iFLYTEK will release a general model in October this year, which will surpass the standard ChatGPT in Chinese and English, and will GPT-4 the standard in the first half of 24. The development of computing power industry is supported again. On August 27, the Yangtze River Delta computing power development conference was held in Suzhou. The conference released the "Suzhou action plan on promoting the development and application of computing power industry", and put forward the goal of Suzhou computing power industry innovation cluster scale reaching 400 billion yuan by 2025.

the mobile phone industry chain and passive components are expected to recover, and the overall prosperity of semiconductors is facing an upward turning point: recently, many semiconductor companies such as pran shares, Lopter, hengxuan technology, south Asia new materials, chuangyao technology, shengong shares, xidi micro, juguang technology, laite optoelectronics, jinghua micro, medikai, nanxin micro, juxin technology and biyi micro have disclosed their share repurchase plans, demonstrating their confidence.

it is suggested to pay attention to: dahua shares (002236, buy), industrial fulian (601138, buy), huagong technology (000988, unrated), yuanjie technology (688498, unrated), changguang huaxin (688048, unrated), ziguang guowo (002049, overweight), olaide (688378, buy), Beijing junzheng (300223, buy), dongxin shares (688110, unrated), Tongyou Technology (300302, unrated), Jeput (688025, unrated), Zhaowei Electromechanical (003021, unrated), Lingyi Zhizao (002600, Buy), Meixin Sheng (688458, unrated), Lenovo Group (00992, Buy), Microtech (688012, Buy), Hikvision (002415, Buy), Ziguang Guowei (002049, increase in holdings), Yu Optical Technology (02382, buy), Jingchen shares (688099, buy), Sanhuan Group (300408, buy), Shunlu Electronics (002138, buy), Loongson Zhongke (688047, unrated), Haguang Information (688041, buy), Pengding Holdings (002938, buy).

risk tips

downstream demand is less than expected; industry competition intensifies.