Today's optical communication CPO is speculated again, and at the same time industrial software has risen again, the total leader has been 20cm for two consecutive days, the big market can be expected, let's take a look at the 4 leaders of AI-related enterprise application software:
First, let's take a look at the 20cm leading faucet for two consecutive days:
The first [Dingjie Software]
1. Dingjie Software subsidiary and Microsoft jointly released the first PaaS cloud platform combined with OpenAI.
2. Dingjie Software has integrated relevant artificial intelligence technology into the company's products, and released knowledge robot products built based on GPT technology, which are in the development and testing stage.
3. The company is a leading provider of industrial software solutions in China, and its main business is to provide digital and intelligent solutions for the manufacturing industry.
4. Many of the company's products have passed Huawei Kunpeng certification.
CPO's money-making effect is out, the far end of application demand is speculated, so should the next should be speculation application software, the first news Adobe Q2 performance exceeded expectations, generative artificial intelligence demand is strong, so these two days of funds began to turn to speculate industrial software, and Dingjie software for two consecutive days of 20cm pull is the benchmark, which points out a new direction for the market to speculate the AI wave. So what are the companies that have not risen in this direction in the past week? Let's take a look at the qualifications of these companies.
Here's a look at the low-level dragon:
The first [Wondershare Technology]
1. Overseas tool software leading company
2. Benchmarking Adobe to achieve endogenous innovation, Adobe Q2 performance exceeded expectations, generative artificial intelligence demand was strong, and the full-year profit guidance was raised.
3. In 2023, a number of new products have been combined with AI.
4. Overseas large models take the lead in accessing new scenarios that are expected to explore AI+ tools
5. China's cross-border e-commerce import and export scale exceeded 2 trillion yuan for the first time, and the company combined with AIGC technology to develop Wondershare broadcast software, which is for paying users of cross-border e-commerce, which can help them establish virtual digital human video technology in the international market. Avoid the pain point of finding overseas translators and foreign models.
Summary: Wondershare Technology, as one of the brightest stars under this year's AI wave, has not risen significantly in the recent AI market 5 waves, and has been digesting the early profit market for nearly a month, so after the end of the consolidation to benefit from the current overall money-making effect, there will be a certain demand for replenishment in the short term, but also pay attention to controlling the position.
The second company【Yonyou Network】
1. As the world's leading enterprise cloud service and software provider, Yonyou has served 72% of China's top 500 manufacturing enterprises.
2. No. 1 in China's enterprise-level application software market, No. 1 in China's ERP software market, and No. 1 in China's financial software market.
3. Under the background of AI empowerment, business directions such as software development and enterprise management process construction are expected to usher in a round of important revolutions. The Yonyou network is the leader of enterprise management software, and it will inevitably benefit.
Summary: As a leading application of industrial software, Yonyou Network will definitely benefit from the stimulation of enterprises' demand for AI artificial intelligence in the future. At present, the company's stock price is at a relatively low historical low.
The third company [Unigroup shares]
1. The company formulated the "AI in ALL" technology strategy, under the guidance of the strategy, the company launched a variety of digital infrastructure such as servers, network equipment and security products, and obtained more orders for AI servers in the first quarter (2.3 billion orders in March), which promoted the company's subsequent business growth momentum strongly.
2. As a major provider of computing power and network infrastructure, Unigroup is the purest and hardest leader in the ICT field, and Unigroup's long-term development potential and value are worth looking forward to.
3. As a leading manufacturer in the ICT industry, Unigroup's acquisition of New H3C ranks second only to Huawei in the domestic switch market share. The importance of switches in digital technology can be compared to CPO. Unigroup will fully benefit from the profit increase brought by the acquisition of New H3C and the strengthening of the industrial layout strength of the digital economy, with outstanding core competitiveness.
Summary: In the recent situation that the leading tickets related to computing power have been speculated, as a well-known digital technology infrastructure equipment company, it will definitely not be absent. Unigroup shares have performance and themes, and the valuation is not high.
What do you think of these companies? Welcome to leave a message to exchange comments! Finally, thank you for your likes and attention!
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