Personal opinions, not as investment reference for others Stop loss 15.92 Medium and long-term target price: 31.4
Industry: Communications>Communication Services>Communication Services III Concepts: Tencent concept, electronic information, Internet finance, advertising and marketing, online live broadcast, e-sports, mobile games, domestic operating systems, cloud games, edge computing, metaverse, east number and west calculation (computing power), NFT concept, cloud computing , AIGC concept, data confirmation, virtual digital human, Baidu concept, computing power rental, NVIDIA concept, Huawei concept, artificial intelligence, Web3.0, big data, cultural media concept
NVIDIA: Provides customized AI model foundry services for games | Huawei: AI computing demand doubles every 4 months Game+AIGC+Virtual Digital Human+Advertising Marketing 1. The company’s traditional business is an IT service platform of “local public Internet access venues + games”, and its management software market share ranks first in the industry; It owns "Network Master", "Shunwang Cloud", "Shunwang Cloud Game", "Bubble Accelerator", "5866 Mall", etc.; 2. The company has put into operation more than 200 edge computing nodes, covering first- to third- and fourth-tier cities, and has invested more than 10,000 high-GPU computing power servers. Game+AI The company's pan-entertainment service-related products mainly include Gamelife, Shunwang Games, etc. The company's GPU cloud computing business involves deep learning and AI training scenarios
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