Chapter 1247 [An announcement from Xingyu Technology ignited the technology circle]
Matrix Quantum stopped trading in three consecutive markets. The stock closed down -4.96% after the market closed today at 303.88 yuan per share. The daily turnover was a huge 68.5 billion, accounting for nearly a quarter of today's SGX trading volume.
The NSE 50 Index also closed down -0.69% to 2367.01 points.
On the market, fund switching, electric power, photovoltaics and other concept sectors are very popular, especially the photovoltaic sector, which has seen a surge of daily limit. Whether it is on the SGX or the relevant stocks on the main boards of the two cities next door, they are all in red.
Teachers from all over the world wrote essays and shouted: The end of AI is computing power, the end of computing power is electricity, and the end of electricity is photovoltaics!
The reason for this argument is that the current open source of Matrix Quantum's second-generation artificial intelligence model technology will further promote the development of generative AI and will significantly increase the demand for data center computing power.
Now, Qunxing Capital has spent 7 trillion yuan to treat storage and computing power as infrastructure and carry out a large-scale storage and computing infrastructure project, which will lead to a significant increase in power consumption and become a predictable sign.
If the power generation surges significantly, it will definitely not come from traditional fossil energy sources such as coal, because now we are all about environmental protection and there are relevant indicators. Then there is a high probability that renewable, pollution-free, green, clean new energy sources such as wind, solar, water ionization, etc. will be added.
Therefore, it is good for photovoltaic new energy, and the end of electricity is photovoltaic.
In fact, as early as last Friday, the photovoltaic concept sector rose by more than 4 points that day. However, at that time, everyone's attention was attracted by Matrix Quantum's three-link daily limit. On the weekend, everyone reviewed the market.
It just fermented.
…
The next day, Tuesday, April 11th.
Today, at the opening of Big A, Matrix Quantum opened slightly lower and then turned red. However, after rising to nearly 2 percentage points, it began to fall back. At about 10 o'clock, it turned green again and continued to fluctuate downward.
Related stock targets that were previously hotly speculated have also begun to differentiate between weak and strong stocks today. At the same time, the energy storage sector has received a large-scale net inflow of funds, and related concept stocks have begun to move up frequently.
At around 12 noon, during the lunch break of the main board next door, a market analysis report from a securities firm stated that with the vigorous development of the storage and computing center industry, its energy consumption will continue to increase as a proportion of the economy, with an estimated 70,000
After the Yicunsuan project is completed, its total energy consumption will reach 2 trillion kilowatt-hours (kWh) per year by 2O25, accounting for about 16.6% of the total electricity consumption of the entire society at that time.
The data calculated by the analyst is so large that it is scary. What is the concept of 2 trillion kilowatt-hours of electricity? The annual power generation of the Three Gorges Dam is only about 100 billion kilowatt-hours of electricity. It would take 20 Three Gorges Dams to generate electricity for the whole year.
All is used for the energy consumption of the storage and computing center.
We must know that the electricity consumption of the whole society last year in 2016 was about 6 trillion kilowatt hours, which is equivalent to one-third of last year's electricity consumption.
Although the data given by the analyst is ridiculously large, it is not entirely based on trains and satellites.
It is really because the scale of the storage and computing center to be built by Qunxing's 7 trillion plan is too large, and also taking into account the future development of new energy, the cost of photovoltaic power generation in the northwest will definitely decrease due to the scale effect.
It will push up the demand for electricity. For example, if electricity prices are cheap, industrial air conditioners can be installed on a large scale and the operating costs will be acceptable. Of course, electricity consumption will also soar.
Moreover, the comparison with the past electricity consumption data in 2016 is not very rigorous. It should be compared with the electricity consumption of the whole society seven years later. The analysis gave a proportion of 16.6%. He obviously judged that 2O25
The electricity consumption of the whole society will soar to 12 trillion kilowatt-hours in 2016, which is doubled compared with the electricity consumption data of the whole society in 2016.
However, this 16.6% figure is still quite exaggerated. For every 1,000 kilowatt-hours of electricity consumed, 166 kilowatt-hours are consumed by storage and computing centers.
Analysts give such data, no matter what, they cannot deny the fact that there will be a huge power gap in the future. Last year, the total energy consumption of data centers nationwide was about 120 billion kilowatt-hours, which is 1566% of the 2 trillion kilowatt-hours after seven years.
scale of growth.
The research report further stated that overall, the power consumption generated by IT equipment systems composed of servers, storage and network communication equipment accounts for about 45% of the total power consumption of storage and computing centers, and when considering energy costs
, energy storage technology will become an important way to reduce power costs through "peak shaving and valley filling".
All in all, I am very optimistic about the future explosion of the power energy market, especially renewable and clean new energy sources such as photovoltaics, and the development of energy storage technology.
This research report also further stimulated market funds to dig deeper into concept sectors such as new energy and energy storage. Concept sectors such as photovoltaics and electricity have strengthened again. At the same time, the concept of energy storage has also taken off at the opening of the afternoon, and related stocks have set off a trend of daily limit.
Even if there is water in the outrageous data given in that research report, if we squeeze out the water and simply cut it in half, there will be an energy consumption gap of 1 trillion degrees, which is also an incredible growth expectation.
Big V teachers have also begun to say that if the end of electricity is photovoltaics, then the end of photovoltaics is energy storage.
However, at this moment, Matrix Quantum's share price is still at -5%, and the NSE 50 index is also running underwater. Although the energy storage concept sector is very lively, it is very eye-catching today, and individual stocks are also in a daily limit trend.
But the overall size of the market is too small, even less than one-fifth of Matrix Quantum’s market capitalization of one trillion.
There are also companies related to energy storage listed on the SGX, and there are several more, and they have all surged. However, the market is too small, less than 10 billion, and it has not yet entered the SGX 50 index constituent stocks. For the SGX
The market index has no impact.
The rise and fall of the NSE 50 Index depends on the large-cap stocks with hundreds of billions in the constituent stocks, as well as super-large-cap stocks with trillions or even trillions such as WeChat, Matrix Quantum, and Xingyu Technology.
This chapter is not finished yet, please click on the next page to continue reading the exciting content! As time went by, at around 13:50 in the afternoon, a news announcement from Xingyu Technology not only ignited the technology circle, but also
Detonated the capital market.
Xingyu Technology announced that it will hold a new product launch conference in May this year. The specific date was not disclosed in the announcement, but it is confirmed to be in May.
This news quickly hit the news hot search, and netizens gathered to watch and discuss it. Xingyu Technology has not held a grand summer new product launch conference for a long time, and some self-media bloggers have begun to write about it in close-up articles.
"STAR5 mobile phone" is coming.
Because this announcement did not specify what new product will be released, some suspense is retained, but the outside world basically believes that the STAR5 smartphone is about to be released.
There is another aspect of this announcement that has attracted much attention, that is, the announcement revealed that this summer conference will be held in May this year. Many star-level companies such as WeChat, Yixing Video, and Matrix Quantum will also appear at this conference.
Attended and announced some new products.
Good guy, this has never happened before in previous years. The melon-eating netizens who were watching said it was interesting and called this press conference of Xingyu Technology an epic linkage of galaxies. So many star-level companies
The linkage itself is a huge attraction and hot spot.
At this moment, stimulated by the news, the stock price of Xingyu Technology rose. Companies that appeared in the announcement, such as WeChat and Yixing Video, followed suit. Matrix Quantum, which was lying underwater, also strengthened in the afternoon.
Fluctuate upward.
The big stocks in the NSE 50 index rose almost simultaneously, which also made the index easily turn red and rise in late trading.
