2024-03-16 19:06:31
2024-03-17 03:06 Economic Daily reporter Wang Huanmin/Taipei report NVIDIA will hold the 2024 Graphics Chip Technology Forum (GTC) AI Conference starting from tomorrow (18th). It is expected to release the application and prospects of AI technology, and the following Generational product and technology blueprint.Reuters
NVIDIA will hold the 2024 Graphics Chip Technology Forum (GTC) AI Conference starting tomorrow (18th), which is expected to release AI technology applications and prospects, as well as next-generation products and technology blueprints; TSMC is the leading player in AI chip manufacturing. Round OEM leaders, the two can be said to be the absolute mainstream of industry trends. Related concept stocks and supply chains such as Hon Hai (2317), Worldwide, Quanta, etc., legal persons suggest that if they pull back, they can take advantage of the trend to make arrangements.
Screening the Huida GTC conference concept stocks and TSMC supply chain, and in the past week, three major legal persons have overbought, including: Hon Hai, Worldwide, Quanta, Pegatron, ASE Investment Holdings, Advantech, Jingding, Asia Sky, Wang Silicon, Changxing, Yite, Chongyue, Chuanhu, and MediaTek.
Huida GTC Conference + TSMC theme stocks
At Huida’s GTC conference, the market focused on the details of the new architecture and mass production schedule, the impact of changes in cabinet configuration architecture on the supply chain, the competitive strategy in response to the rise of ASIC, and the sales situation of downgraded chips in China. In the Taiwanese supply chain, in addition to ODM manufacturers such as Quanta, Wiwynn, and Gigabyte, which are expected to benefit from the shipment easing, power supply, cooling and other groups will also benefit from specification upgrades.
Li Fangguo, chairman of Uni-President Investment Consulting, pointed out that the absolute mainstream of market investment this year is still in AI concept stocks. It can be said to be the first year of AI, with explosive growth and no bubbles. The focus is on Huida. The concept of GTC conference includes IC design, heat dissipation, Pay attention to PCB, chassis, etc. In addition, the supply chain of leading wafer foundry TSMC, including packaging, instrumentation, specialization and other related manufacturers, is also expected to benefit.
In addition, Li Fangguo believes that even if there are currently few AI applications or the proportion of revenue is not high, when the AI platform comes out, it will drive more applications and functions in the future, bringing regarding a huge explosion of business opportunities. The GTC conference will also stimulate the investment in related concept stocks. Stock prices rise. In terms of the development of AI, TSMC’s wafer foundry is indispensable on the manufacturing side, and the production expansion process will also drive demand for related supply chains.
Even if some Huida or TSMC supply chain concept stocks have a short-term trend of rising and pulling back, in the long term, when the industry trend is absolutely mainstream and will grow significantly in the future, the stock price of related stocks pulling back will be a good bargain hunting strategy. Chance.
Huang Wenqing, deputy general manager of Taishin Investment Consulting, said that Huida’s GTC conference is an exhibition forum that gathers the global AI upstream and downstream supply chain lineups. The market is paying attention to the AI technology blueprint actually released, and short-term related concept stocks are expected to benefit from the fermentation of the theme.
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