Rumors of Nvidia H20 price reduction continue to impact multiple computing power concept stocks, hitting the limit down
123458039
发表于 2024-5-27 14:09:47
1300
0
0
On May 27th, A-share computing power related concept stocks fell, with Litong Electronics (603629. SH) falling below the limit, Zhenshitong (002771. SZ) and Hongbo Shares (002229. SZ) falling more than 9%, while Ruijie Network (301165. SZ) and Langwei Shares (301202. SZ) followed suit. As of the morning close on the 27th, the stock price of Litong Electronics was at 21.70 yuan/share, Zhenshitong was at 18.10 yuan/share, and Hongbo was at 16.13 yuan/share.
On the news side, last Friday there was news in the industry that Nvidia had lowered the price of the H20 series of artificial intelligence (AI) chips specifically designed for the Chinese market due to poor demand. The servers equipped with eight sets of chips are priced between RMB 1.1 million and RMB 1.3 million per unit.
H20 is three AI chips specifically developed by Nvidia for the Chinese market (HGX H20 The L20 PCle and L2 PCle have the strongest neutral performance. However, once the product was launched, it was questioned by the market because its computing power was far lower than that of Nvidia H100 and H800 chips.
Currently, Nvidia has not responded to the price adjustment information for Chinese products. However, the CEO of the company, Huang Renxun, had previously discussed Nvidia's business in China and stated that it is now facing more intense competition in the Chinese market and will continue to make every effort to serve customers and the market.
The reporter noticed that some of the companies whose stock prices have fallen are those that have previously announced cross-border computing power leasing, such as Hongbo Group, Litong Electronics, Zhenshitong, etc. Both Hongbo Group and Zhenshitong have publicly stated that they have purchased Nvidia's computing power card products. After the above news was reported, an investor asked the secretary of the board of directors of Hongbo Corporation on the investment interactive platform on the 24th, "May I ask which Nvidia computing chip the company purchased?" However, Hongbo Corporation did not directly respond.
For Nvidia, it faces both cost and market pressures, as well as the pressure from competitors in the Chinese market.
At the just concluded 7th Digital China Construction Summit, Gao Tongqing, a member of the China Mobile Party Group and Deputy General Manager, stated that for the first time in the nine day model industry of China Mobile, practice has been carried out on the domestically produced Wanka computer cluster of the entire station. Data shows that in this cluster, the average performance of domestically produced single cards for computing cards has been improved to 95% of the A800. "This not only supports the smooth migration of industry customers to domestic computing power, but also strongly supports the richness and maturity of the domestic computing power ecosystem," said Gao Tongqing.
From the perspective of computing power leasing companies, the halo of owning NVIDIA computing power cards is fading under the dual influence of availability and cost. The staff of the board office of Hongbo Corporation previously told reporters that during the construction of the computing power center, the company does not rule out the possibility of using computing power cards outside of Nvidia.
Regarding the rumored price reduction of Nvidia products and the market performance on the 27th, analysts from Minsheng Securities told reporters that this can be seen as a manifestation of market low-risk preference. "From a different perspective, this indicates that the performance of domestic computing power products is still good," the person pointed out.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Did you miss out on Nvidia in the AI craze? Hedge fund tycoon shouts: buy this' bargain '!
- Nvidia's new generation AI chip GB200 orders explode, H100 chip hits cold
- ParTec files patent infringement lawsuit against Nvidia in Munich
- Nvidia's intraday market value surpasses Apple again, and the battle for the top spot in the US stock market is becoming increasingly fierce
- How will 'Trump 2.0' affect Nvidia? Wall Street consensus: More is good!
- Tesla plunged, dropping more than 5% at one point before the US stock market opened; The three major futures indexes all fell, with gold futures falling below $2600 and popular Chinese concept stocks generally falling; Blockchain concept stocks gene
- Global market: US stock hits historic high, Tesla joins hands with cryptocurrency concept stocks, gold price drops nearly 3%
- Huang Renxun makes a major announcement! Nvidia and SoftBank collaborate, SoftBank accelerates AI layout
- This US stock surged 162%! Trump concept stocks soar! Chinese concept stocks are strengthening!
- Wall Street raises Nvidia target price one after another: Blackwell craze is coming!
-
知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
- caffycat
- 11 小时前
- 支持
- 反对
- 回复
- 收藏
-
每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
- star8699
- 前天 19:48
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
- goodfriendboy
- 前天 20:09
- 支持
- 反对
- 回复
- 收藏
-
人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
- 3233340
- 5 小时前
- 支持
- 反对
- 回复
- 收藏