Securities Times reporter Huang Xiang
this weekwatchjeopardyonline, the concept of AI is becoming more popular, with AI PCs (Artificial Intelligence Personal Computers) becoming the focus of market attention. At the same time, Nvidia's results were released, and bright financial data made it once again the engine of A-shares. New concept sectors such as electromagnetic shielding, high-speed copper connections, and glass substrates ushered in a surge.
Data shows that the AI PC concept sector rose 6 per cent this weekwatchjeopardyonline.6%, a cumulative increase of about 15% since late April. Among them, leading stock Yingli shares rose 80% this week, with the largest cumulative increase exceeding 105%; Longyang Electronics has gained two consecutive boards in the past two days, with a cumulative increase of 57%; Fei Rongda (300602) has a cumulative increase of about 16%; Huichuangda has a cumulative increase of 12.6%.
What is the magic of AI PC? It is understood that AI PC refers to a personal computer integrated with artificial intelligence accelerators (such as NPU, neural network processing units), which can perform generative AI functions locally, rather than just running some AI chats or generative applications over the network. The purpose of AI PCs is to be able to run various AI models locally to calculate and get results, thereby reducing latency, protecting privacy, and providing better performance.
During this week, several companies released AI PC products. On May 21, local time in the United States, at the Build 2024 Developer Conference, Microsoft announced the release of a new "Copilot+ PC". Compared with existing AI PCs on the market, Microsoft has fully introduced its AI assistant Copilot into the Windows system, and has built-in OpenAI's GPT-4o model. Its hardware AI computing power is said to be able to perform more than 40 trillion operations per second. Windows 11 AI PCs have been available since June 18, Microsoft Surface, Dell, Acer