JD has successfully registered the Yanxi trademark, and the JD big model has also arrived.
Today, Huawei's big model was also released, and Tencent's estimate is also very close.
Baidu, 360, is one step earlier, and more and more large models have been launched. Computing Optical module, data, and liquid cooling servers will usher in a demand explosion period.
Previously, these hotspots all gave birth to the Big Bull, and I believe there will still be strong monsters. For example, in a certain enterprise, there is not only computing power chips, but also liquid cooled servers. Although they have more than doubled this year, there is still room for improvement. $JD.com(JD)$
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
