boyutpedia Chapter 1249 [Xingyu Technology’s Announcement Ignites the Technology Circle]
Chapter 1249 [Xingyu Technology’s Announcement Ignites the Technology Circle]
Chapter 1249 [Xingyu Technology’s announcement ignites the technology circle]
Matrix Quantum stopped its three-day winning streak. The stock closed down -4.96% after the market today at 303.88 yuan per share. The daily turnover was a huge amount of 685 billion, accounting for nearly a quarter of the turnover of the Singapore Exchange today. The SGX 50 Index also closed down -0.69% at 2367.01 points.
Funds were switching on the market, and concept sectors such as electricity and photovoltaics were very popular, especially the photovoltaic sector, which saw a surge in daily limit prices. Related stocks on both the SGX and the main boards of the two neighboring cities were all in the green.
Various big-name teachers wrote short essays furiously, shouting: 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 Matrix Quantum's second-generation artificial intelligence model technology is now open source, which will further promote the development of generative AI and greatly increase the demand for data center computing power.
Now Qunxing Capital has invested 7 trillion yuan to develop storage and computing power as infrastructure, and to build large-scale storage and computing infrastructure projects, which will make a sharp increase in electricity consumption a foreseeable sign.
If the power generation capacity surges, it will definitely not come from traditional fossil energy such as coal. Because we are now talking about environmental protection and there are relevant indicators, it is likely that the renewable, pollution-free, green and clean new energy such as wind, solar, and water ionization will be increased.
Therefore, it is good for photovoltaic new energy, and the end of electricity is photovoltaics.
In fact, as early as last Friday, the photovoltaic concept sector rose by more than 4 points on the same day, but at that time everyone's attention was attracted by Matrix Quantum's three consecutive daily limit increases. It was not until the weekend when everyone reviewed the market that the market began to ferment.
……
The next day, Tuesday, August 4th.
When the A-share market opened today, Matrix Quantum opened slightly lower and then turned red, but after rising to nearly 2 percentage points, it began to fall back. At around 10 o'clock, it turned green again and continued to fluctuate downward.
The related individual stocks that were previously hotly speculated also began to differentiate today, eliminating the weak and retaining the strong. At the same time, the energy storage sector received a large-scale net inflow of funds, and related concept stocks began to move up frequently.
Around 12 noon, during the lunch break of the main board next door, a market analysis report from a brokerage firm stated that with the vigorous development of the storage and computing center industry, its energy consumption will continue to increase as a percentage of the economy. It is estimated that after the completion of the 2 trillion storage and computing project plan, by 25, its total energy consumption will reach 2 trillion kilowatt-hours (kWh) per year, accounting for about 16.6% of the total electricity consumption in the society at that time.
The data calculated by the analyst is frighteningly large. What does 2 trillion kWh of electricity consumption mean? The annual power generation of the Three Gorges Dam is only about 1000 billion kWh. It would take the annual power generation of 20 Three Gorges Dams to be used for the energy consumption of the storage and computing center.
You should know that last year in 2016, the total electricity consumption of the whole society was about 6 trillion kWh, which is equivalent to one-third of last year's electricity consumption.
Although the data given by the analyst is outrageous, it is not completely ridiculous.
This is because the scale of the storage and computing center to be built in Qunxing's 7 trillion plan is too large. Taking into account the future development of new energy, the cost of photovoltaic power generation in the northwest will fall due to the scale effect, which will definitely push up the demand for electricity. For example, if the electricity price is cheaper, the operating cost of industrial air-conditioning can be accepted on a large scale, and the electricity consumption will of course soar.
Moreover, the comparison with the electricity consumption data in 2016 is not very rigorous. It should be compared with the total electricity consumption of the society seven years later. The analysis gave a 16.6% share. He obviously judged that by 2, the total electricity consumption of the society will soar to 25 trillion kWh, which is double the total electricity consumption data of 12.
However, this 16.6% share is still quite exaggerated. For every 1000 kWh of electricity consumed, 166 kWh is consumed by the computing power center.
No matter what, the data given by analysts cannot deny the fact that there will be a huge electricity gap in the future. Last year, the total energy consumption of data centers across the country was about 1200 billion kWh. Compared with 2 trillion kWh seven years later, it means a growth of +1566%.
The research report further stated that, overall, the power consumption of IT equipment systems composed of servers, storage and network communication equipment accounts for about 45% of the total power consumption of the storage and computing center. From the perspective of energy cost, energy storage technology will become an important way to reduce electricity costs by "peak shaving and valley filling".
In short, I am extremely optimistic about the explosion of the electric energy market in the future, especially renewable and clean new energy such as photovoltaics, and the development of energy storage technology.
This research report also further stimulated market funds to deeply explore concept sectors such as new energy and energy storage. Photovoltaic, electricity and other concept sectors strengthened again. At the same time, the energy storage concept also took off in the afternoon opening, and related stocks set off a surge in daily limit prices.
Even if the outrageous data given in the research report is inflated, if we squeeze out the water and simply cut it in half, there will still be an energy consumption gap of 1 trillion degrees, which is also an incredible growth expectation.
The big V teachers have also started to say that if the end of electricity is photovoltaics, then the end of photovoltaics is energy storage.
However, at this moment, the share price of Matrix Quantum is still underwater at -5%, and the New Securities 50 Index is also running underwater. Although the energy storage concept sector is very lively and very eye-catching today, individual stocks are also in a trend of daily limit rise.
But the overall scale of the market is too small, even less than one-fifth of Matrix Quantum’s market value of one trillion yuan.
There are also several companies related to energy storage listed on the SGX, and their share prices have also soared. However, their market cap is too small, less than 50 billion, and they have not yet become constituent stocks of the SGX Index, so they have no impact on the SGX's overall index.
The rise and fall of the New Securities 50 Index depends on the large-cap stocks worth hundreds of billions among its constituent stocks, as well as super large-cap stocks worth trillions or even tens of trillions of dollars such as WeChat, Matrix Quantum, and Xingyu Technology.
As time went by, at around 13:50 p.m., 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 became a hot topic on the news, and netizens flocked to watch and discuss it. It has been a long time since Xingyu Technology held a grand summer new product launch conference, and some self-media bloggers have begun to write about the "STAR5 mobile phone" is coming.
Because this announcement did not specify what new products would be released, it left some suspense, but the outside world generally believed that the STAR5 smartphone was going to be released.
Another content in this announcement that has attracted much attention is that the announcement revealed the summer press conference in May this year. Many star companies such as WeChat, Yixin Video, Matrix Quantum, etc. will also appear at this press conference and announce some new products.
Wow, this has never happened in previous years. The netizens who watched the event exclaimed that it was worth seeing, and called this press conference of Xingyu Technology an epic linkage of star systems. The linkage of so many star-level companies is itself a huge highlight and hot spot.
At this moment, stimulated by the news, the stock price of Xingyu Technology rose accordingly. Companies appearing in the announcement, such as WeChat and Yixin Video, followed suit. Matrix Quantum, which was lying underwater, also strengthened in the afternoon and fluctuated upward.
The big players in the Xinzheng 50 Index moved up almost simultaneously, allowing the index to easily turn positive in the late trading.
……
(End of this chapter)