Xincheng has been launched one after another: the 2023 central state-owned enterprises comprehensive office Xincheng seminar and Huidian science and technology user exchange conference was held in Beijing, with more than 100 central state-owned enterprises CIO participating in the conference to jointly discuss the high-quality development of enterprise digital transformation and promote the construction of information technology application innovation projects.

the demand for upgrading computing power brought by AI big model will continue to benefit the data center industry chain and the user experience of AI application will continue to improve: the landing of big model will continue to accelerate. on September 5, Baidu released Baidu intelligent cloud big model ecological partnership plan, announcing that it will develop 10 + core comprehensive partners, 100 + core application software development partners and provide relevant support for 10000 + start-ups; on the same day, the Xunfei Spark Cognitive Model and the 360 Smart Brain Model were announced to be open to the public. On September 7, Tencent's mixed yuan model announced its opening to the outside world through tengxunyun. On September 8, Ant Wealth Platform released the 2.0 of Zhi Xiaobao, the first intelligent financial assistant in China to apply large model technology, which will be launched after the relevant filing work is completed.

the mobile phone industry chain and passive components are expected to recover, and the overall prosperity of semiconductors is facing an upward turning point:

SEMI's latest report "global semiconductor equipment market report" shows that the global semiconductor equipment shipment amount of 23Q2 was 25.8 billion us dollars, down 2% year on year, while 23Q2 in mainland China rose against the trend, with shipments up 15% year on year to 7.55 billion us dollars. On August 29, Huawei launched the sale of Mate 60 Pro, satellite calls and "Star Flash" wireless connections. Mate 60 Pro can be directly connected to China Telecom's Tiantong -1 system to realize satellite calls and send messages through Beidou short message system. Star Flash technology will achieve lower delay and lower power consumption through hard and soft coordination. Star Flash can achieve 6 times speed with only 60% energy consumption of Bluetooth, and the transmission delay is only 1/30. According to media sources, Huawei will hold a new product launch conference at 14:30 p. m. on September 12, 2023. The satellite communications industry chain and the star flash industry chain are expected to benefit.

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risk tips

downstream demand is less than expected; industry competition intensifies.